Tax Boss Starter Coaching

Tax Boss Starter Pack – $997 or $99/mo.

Ready to step into your power and launch your own profitable tax business? The Tax Boss Starter Pack is your all-in-one toolkit designed specifically for aspiring tax professionals who are serious about getting started the right way.

Whether you're brand new or transitioning from another career, this program gives you everything you need to set up, launch, and grow a tax business from scratch—with confidence and clarity.

What’s Included:

✔ Professional Tax Software

Use of our robust TaxSlayer or OLT software—industry favorites for speed, ease, and efficiency.

✔ EFIN Assistance

We guide you step-by-step through the process of applying for your Electronic Filing Identification Number (EFIN).

✔ 6-Month Tax Training Program

Master tax laws, compliance, and industry best practices to serve your clients with excellence.

✔ Software Training for You & Your Team

Confidently navigate your tax software with personalized training.

✔ Weekly Tax Season Huddles & Q&A Sessions

Stay sharp and up to date with weekly support during tax season.

✔ Business Formation Guidance

Learn how to properly set up and structure your business legally and efficiently.

✔ SOPs & Automation Templates

Build a business that runs smoothly with ready-to-implement Standard Operating Procedures and automation tools.

✔ Marketing & Sales Strategy Training

Learn how to attract and convert clients—including your first 100!

✔ Ongoing Support

Get full access to our expert team for one-on-one and group support throughout your journey.

✔ Tax Boss Network Access

Join a powerful community of like-minded successful tax professionals.

✔ Bank Loan & Bank Product Access

We support first-year EFIN holders with access to bank products and loans.

✔ Optional Upgrade

Want your own co-branded tax software and the ability to resell it? Upgrade for just $497.

Ready to Boss Up?

Whether you choose the pay-in-full option at $997 or get started today for $99/month, you’ll walk away with the confidence and tools to launch your tax business and secure the bag.

Let’s turn your ambition into action—start your tax empire today!