advanced

Software Package

REVENUE SHARE : NONE

The Prosperity Wealth Partners Advanced Software Package is built exclusively for tax professionals who are ready to elevate their business by launching their own service bureau. This elite package is ideal for individuals who want to build a powerful brand, recruit and lead a high-performing team, and implement advanced marketing and training strategies.

With this package, EROs (Electronic Return Originators) will gain access to everything needed to create a profitable and scalable tax operation. You’ll learn how to establish your own brand identity under the Prosperity Wealth Partners umbrella, effectively recruit other tax professionals or sub-offices, and generate multiple streams of income from your software business.

PACKAGE INCLUDES:

  • Co-Branding Software

  • The Blueprint to Prosperity Wealth Partners

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Bank Registration

  • Recruiting Training

  • Tax Law Updates

  • Experienced Business Coach

  • Unlimited Partners

  • Business Payroll Setup

  • The Blueprint to Building a Tax Company

  • Weekly Check-Ins

  • CRM Automations and Workflow

WHERE TO GET STARTED?

STEP ONE:

Purchase your preferred packages below (Tier 1 to Tier 4)

STEP TWO:

Review & Sign your agreement : Ensure you carefully review the paperwork

STEP THREE:

Schedule an On-boarding meeting: Setup a convenient time to talk

STEP FOUR:

Open your own tax business: Watch you dream come to life when you invest!

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