Gold Package
$1,000.00
Build Your Own Tax Office” Power Package Total Value: $3,500+ Designed for the tax pro ready to be fully self-sufficient. You’ll walk away with software, training, systems, branding, and unlimited strategic support. Everything in Bronze + Silver, PLUS:
✅ Professional Tax Software License ($1,000 value)
✅ 8-Week Intensive Training Program ($800 value)
✅ 4 One-on-One Social Media Strategy Sessions ($500 value)
✅ Unlimited Strategy Calls During Training Period ($600+ value)
✅ Done-for-You Website Template ($350 value)
✅ Customizable Legal Contracts (Engagement Letters, NDAs, etc.) ($200 value)
✅ Premium Branding Kit (Logo, Canva Templates, Style Guide) ($300 value)
✅ Client Loyalty & Retention System ($150 value)
✅ Quarterly Business Planning Dashboards ($100 value) Over $3,500 in value for just $1,000.
Quantity
PRODUCT INFO
I'm a product detail. I'm a great place to add more information about your product such as sizing, material, care and cleaning instructions. This is also a great space to write what makes this product special and how your customers can benefit from this item.Tax Preparer Success Toolkit Everything you need to launch, grow, and scale your tax preparation business with confidence. ✅ What It Is The Tax Preparer Success Toolkit is a professionally curated bundle of business-building tools, training, and resources specifically designed for aspiring and active tax professionals. Whether you're just starting out or looking to run a full-scale operation, this toolkit has a package to match your level and ambition. 🎯 Who It's For New and aspiring tax preparers Independent professionals building their own brand Tax pros who want to scale their business or open a full-service office Anyone ready to streamline operations, attract more clients, and boost revenue 📦 What’s Included Each toolkit package includes a combination of: Business startup forms and workflows Branded marketing materials (door hangers, business cards) Tax season checklists and client intake forms One-on-one and group training sessions Social media strategy sessions Branded apparel and promotional assets High-value bonuses like software, website templates, and contracts (Gold tier)
RETURN & REFUND POLICY
I’m a Return and Refund policy. I’m a great place to let your customers know what to do in case they are dissatisfied with their purchase. Having a straightforward refund or exchange policy is a great way to build trust and reassure your customers that they can buy with confidence.All Sales Are Final – No Refunds Due to the digital nature of our products, training materials, and instant access to proprietary resources, we do not offer refunds under any circumstances. By purchasing any of our packages (Bronze, Silver, or Gold), you acknowledge and agree that all sales are final and non-refundable. We are fully committed to providing high-value content, tools, and support to help you succeed as a tax professional. If you have any questions about the materials before purchasing, please feel free to contact us at [your email or support link]. Thank you for understanding and respecting our policy.