WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT?
WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT? WHO SHOULD JOIN TAX PRO CONNECT?

WHO SHOULD JOIN?

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NEW TO TAXES

Perfect for individuals ready to enter the tax industry and learn how to build from the ground up.

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TAX PROFESSIONAL

Designed for tax pros who want more structure, support, software, and business growth resources.

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SERVICE BUREAU OWNER

Ideal for leaders ready to scale, recruit, support teams, and expand their tax business operation.

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SCALING ENTREPRENEUR

For business owners who want stronger systems, marketing, automation, and long-term growth.

TAX PRO CONNECT GIVES YOU EVERYTHING YOU NEED TO SUCCEED AS A TAX PRO AND SERVICE BUREAU

✓ TAX SOFTWARE

✓ TAX SOFTWARE TRAINING

✓ TAX EDUCATION

✓ TAX LAW COURSES

✓ PAYROLL SETUP

✓ TECH SUPPORT

✓ BANK REGISTRATION

✓ CLIENT FORMS

✓ EXPERIENCED BUSINESS COACHING

✓ THE BLUEPRINT TO TAX PRO CONNECT

✓ OFFER TAX LOANS

✓ TAX LAW UPDATES

✓ MARKETING ASSISTANCE

✓ IRS DUE DILIGENCE TRAINING

✓ MARKETING TOOLS

✓ BUSINESS TRAINING

✓ WEBSITE DESIGN

✓ LOGO DESIGN

✓ SOCIAL MEDIA TRAINING

✓ BUSINESS AUTOMATION

✓ HOW TO BRAND YOUR BUSINESS

✓ ONE-ON-ONE COACHING

✓ IRS REGISTRATION

✓ EFIN & PTIN SET UP

✓ HOW TO ATTRACT CLIENTS ONLINE AND OFFLINE

✓ HOW TO ATTRACT OVER 500 CLIENTS

✓ HOW TO ATTRACT OVER 500 TAX PARTNERS

✓ GROUP TRAINING

TAX PRO CONNECT

BUILD YOUR TAX BUSINESS WITH CONFIDENCE

Get connected to the software, training, support, and business resources needed to launch, grow, and scale as a tax professional.

REGISTER TO LEARN MORE
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Tax Professionals Launched
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Returns Filed
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Business Owners Coached
WHAT YOU WILL LEARN

TAX BUSINESS STARTUP & GROWTH ROADMAP

Learn the essential steps required to build, launch, operate, market, and scale a successful tax business from the ground up.

✓Purchase Tax Software
✓How To Grow Your Service Bureau To 500 Partners
✓How To Grow Your Tax Business To 500 Clients
✓Choose A Business Name & Create A Logo
✓Register For An E-Services Account & Apply For An EFIN
✓Apply For An EIN
✓Register Your Business With The State & Apply For An LLC
✓Open A Business Bank Account
✓Apply For A PTIN
✓Apply For Business Licenses & Permits
✓How To Market Your Tax Business Online & Offline
✓Purchase Education & Training
✓Determine Office Location & Business Model
✓Review The Tax Security Checklist
✓Obtain Business Insurance
✓What Office Supplies Are Needed
✓Organize A Tax Office
✓Create Office Compliance
✓Train Your Team Members
✓Properly Open Your Office
✓Market Your Tax Business
YOUR NEXT STEP

DO NOT MISS THE OPPORTUNITY TO LEARN

Follow the Tax Pro Connect roadmap and see how each step helps you move closer to building, launching, and growing your tax business.

01

Business Formation

02

PTIN & EFIN Setup

03

Software & Training

04

Marketing & Branding

05

Scale With Confidence