experienced

Software Package

REVENUE SHARE : NONE

The Prosperity Wealth Partners Experienced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of over 300 tax professionals. The Prosperity Wealth Partners program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training that team effectively. For those looking to start their own tax business, it offers extensive training, marketing support, and Educational resources to assist with growth.

Prosperity Wealth Partners equips users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.

PACKAGE INCLUDES:

  • Professional Tax Software

  • Software Training

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Support Group

  • Custom Marketing Material

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Tax Returns Review Before IRS Submission

  • PTIN Registration Assistance

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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