The Executive Elite Tax Office Program is for the tax office owner who is ready for a higher level of hands-on support. This program goes beyond simply giving you software—we work with you to help build the systems, structure, and operations behind your tax business.
 
Instead of trying to figure everything out on your own, you'll receive personalized guidance to help get your office and team prepared for tax season.
 
Your Program Includes:
 
Professional tax software
Tax office and business system setup
Bank product setup guidance
3 private strategy & implementation sessions
Team training and support
Back-office setup guidance
Client workflow and operational systems
Weekly mentorship
Marketing and growth guidance
Executive Tax Manager community access
 
Best For: New or existing tax office owners who want more personalized support, stronger systems, and hands-on guidance while building or growing their operation.

Executive Elite Tax Office Program — $2,499

$2,499.00

Program Format: Digital training, virtual mentorship, software access, resources, and implementation support.

Device Requirement: You must have a desktop computer or laptop to participate in this program and operate your tax software. A phone or tablet alone is not sufficient.

Software License: Software access is provided according to the terms of the Executive Elite Tax Office Program and is intended for the registered tax office.

Investment: $2,499

Elite training. Elite systems. Elite support. Build your office like a business.

Executive Elite Tax Office Program — $2,499

Important Information