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๐Ÿ’Ž The Ultimate Moneybag Monopoly Move (The Solution Tier)

Price

$3,497.00

Software + ERO Training + Mentorship + White-Labeled Course
For EROs ready to scale, train a team, and lead with systems.

 

This is your full CEO-level setup. If youโ€™re building your own brand, leading other preparers, and ready to put structure behind your skills โ€” this is the all-in-one package for real business owners.

 

๐Ÿ‘‰ Perfect for tax pros building a brand, leading a team, and ready to own the board.

 

Includes:

  • Choice of 4 professional software options (Tax Slayer, OLT, Tax Wise, Crosslink)

  • 4-week ERO Group Training

  • Tax Law Training or AFSP CE Bundle

  • 6-Month 1:1 Mentorship (2 calls/month)

  • White-Labeled Tax Course (Instructor-Led PowerPoint version included)

  • Option to upgrade to fully built platform course 

  • Team onboarding SOPs, training templates, and growth resources

 

๐Ÿ“Œ Note: Backend fees vary by software provider and volume.

  • Transmitter Fee: $79-$99 (Tax Slayer and OLT), $109.95 (Integrated Client Intake Sheet: Tax Slayer, Tax Wise, Crosslink)
  • Service Bureau Fee: Dependent on Prior Year Volume
    • 0-100 Prior Year Returns=$50
    • 101-200 Prior Year Returns=$40
    • 201-300 Prior Year Returns=$30
    • 301+ Prior Year Returns=$20

Quantity

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