The Tax Brand 1 ON 1 Setup Package

 Get your entire back office structured for success — systems, software, contracts, compliance, and more.

Includes:

• TAX BRAND IDENTITY DEVELOPMENT

• MARKETING STATEGY SESSION

• 48 HOUR TAX BUSINESS BOOTCAMP

• THE TAX BRAND EXPANSION PLAYBOOK

• 90 DAYS OF THE TAX BRAND CIRCLE MEMBERSHIP

• Tax software setup guidance

• EFIN/ PTIN/ business registration support

• CRM + workflow setup

• Client intake systems

• Staff onboarding templates