Business Start
Foundational business guidance
Designed for aspiring tax business owners and professionals who want direction as they prepare to establish or organize their operations.
- Business startup guidance
- PTIN and EFIN registration guidance
- Foundational tax education and training
- Tax software setup guidance
- CRM and basic automation guidance
- Marketing and lead generation fundamentals
- Compliance and due diligence education
- Business launch and operational guidance
- Community access, subject to program terms
Consultation required before purchase.