Tier 4

Boss Elite

One Stop Financial Solutions BOSS ELITE Package is built exclusively for service bureaus who are ready to scale fast and operate with full control. This package allows you to keep 100% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, service, bureau fee, and audit fees, while building and managing a growing tax network with no limits.

With Tier 4, you have the power to bring on unlimited tax partners and unlimited service bureaus under your organization creating multiple revenue streams every tax season. You maintain full control of all fees and have the ability to set maximum add-on fees, giving you complete flexibility and authority over your pricing and profits.

This package is designed to help you structure, manage, and expand a successful service bureau operation with strong branding, proven recruitment systems, and ongoing operational support. From marketing strategies to team development, you will learn exactly how to grow your partner network at a major scale while maintaining compliance and strong production performance.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.

WAS $3,499

NOW ONLY $1,499

100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

Tier 4

Boss Elite

One Stop Financial Solutions BOSS ELITE Package is built exclusively for service bureaus who are ready to scale fast and operate with full control. This package allows you to keep 100% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, service, bureau fee, and audit fees, while building and managing a growing tax network with no limits.

With Tier 4, you have the power to bring on unlimited tax partners and unlimited service bureaus under your organization creating multiple revenue streams every tax season. You maintain full control of all fees and have the ability to set maximum add-on fees, giving you complete flexibility and authority over your pricing and profits.

This package is designed to help you structure, manage, and expand a successful service bureau operation with strong branding, proven recruitment systems, and ongoing operational support. From marketing strategies to team development, you will learn exactly how to grow your partner network at a major scale while maintaining compliance and strong production performance.

A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.

WAS $199

NOW ONLY $1,999

100% ACCURATE SOFTWARE | NO REVENUE SHARE | EFIN & PTIN REQUIRED

Start Your Own Tax Business with One Stop Financial Solutions and start grow today!

OFFER INCLUDES

  • THE BLUEPRINT TO One Stop Financial Solutions

  • PROFESSIONAL TAX SOFTWARE

  • ONE-ON-ONE TRAINING

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT & IRS REGISTRATION

  • OFFER TAX LOANS

  • CLIENT FORMS

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • BUSINESS TRAINING & WEEKLY COACHING

  • EXPERIENCED BUSINESS COACH

  • BUSINESS PAYROLL SETUP

  • MARKETING AND SOCIAL MEDIA TRAINING

  • TAX EDUCATION TRAINING

  • BUSINESS TRAINING

  • TEAM BUILDING TRAINING

  • LEARN HOW TO BUILD A TEAM OF 1,000 PARTNERS

  • LEARN HOW TO BUILD YOUR ONLINE COURSE

WHERE TO START?

Our effective Four-step process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

Step 01

Make your payment to secure your package.

Step 02

Sign your service agreement to activate your account.

Step 03

Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 04

Get access to our training and community to start building your business.

Take The Right Steps. Become A Tax Pro Today.

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