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?

NEW TO TAXES

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

TAX PROFESSIONAL

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

SERVICE BUREAU OWNER

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

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