NON-PARTNER PROGRAM ONLY

Service Bureau Mentorship Program

Transform your entrepreneurial vision into a thriving service bureau business. Our mentorship program provides expert guidance and support to help you build and expand your business. Whether you're new to the industry or a seasoned pro, we offer tailored strategies for success. Join us and unlock your business's full potential.

24/7 Support 5 Star Ratings Fast & Reliable Expert Guidance Client Success Stories

How it works?

Our one-on-one coaching program provides a personalized roadmap to launch your successful tax business. In just 4 simple steps, gain the clarity, guidance, and expert support you need to turn your tax expertise into a thriving practice.

Where to start?

4 steps to get started

STEP 1:

Purchase your service bureau program.

STEP 2:

Fill out the business review questionnaire - provide essential details

STEP 3:

After you've completed your questionnaire, you will receive a scheduling link to schedule a call.

STEP 4:

Prepare for your coaching session at your scheduled time. Gather any relevant documents or questions.

What you'll get from us

  • SOCIAL MEDIA MARKETING STRATEGIES

  • OFFLINE MARKETING STRATEGIES

  • HOW TO START A SUCCESSFUL TAX BUSINESS

  • BRANDING YOUR BUSINESS STRATEGIES

  • EFFECTIVE OPERATING SYSTEMS

  • HOW TO BUILD A TEAM OVER 100 TAX PROFESSIONALS

  • PLANNING FOR THE SEASON STRATEGIES

  • HOW TO GROW YOUR BUSINESS TO 6-FIGURES

  • BUSINESS STRATEGIES

  • HOW TO CREATE A SUCCESSFUL SERVICE BUREAU BUSINESS

  • HOW TO BUILD A STRONG TEAM

  • HOW TO BUILD EFFECTIVE SYSTEM AND PROCESS

  • CONTRACT AND AGREEMENTS

  • HOW TO BUILD AND TRAIN YOUR TEAM

  • HOW TO AUTOMATE YOUR BUSINESS

  • HOW TO EXPAND YOUR SERVICES BUREAU BUSINESS

  • HOW TO TRAIN YOUR VIRTUAL ASSISTANCE

  • HOW TO RECRUIT NEW PARTNERS

  • RECOMMEND TAX COURSES

  • HOW TO CREATE AN ONLINE UNIVERSITY

  • HOW TO SET UP YOUR COMPANY PAYROLL

  • PICK THE CEO BRAIN

  • Q/A

With Chosen Tax Pro, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.

GROW YOUR TAX BUSINESS WITH US!

Everything You Need to Start and Grow Your Tax Business

With seamless integration into Chosen Tax Pro Software, the mobile app lets you expand your reach and puts your business in the palm of your client's hand.

The app allows clients to submit tax documents, book an appointment, get directions to your office, and more — in both English and Spanish.

Launching your tax business is a comprehensive ebook designed to provide aspiring entrepreneurs with a step-by-step guide to starting and growing a successful tax preparation business.

Whether you're a seasoned tax professional or someone looking to break into the industry, this ebook will walk you through the essential steps to launch your business and attract clients.

Join our free training session this Sunday at 9pm est. Learn from industry experts as they share proven strategies for attracting clients, managing finances, and delivering exceptional tax services.

Whether you're a seasoned tax pro or just starting out, this session will equip you with the skills to take your business to the next level. Secure your spot now!

Unlock the power of targeted marketing with our exclusive ebook for tax professionals.

Gain valuable insights and strategies to grow your client base by utilizing online and offline marketing strategies. Purchase now and elevate your marketing game!

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