Uncover the precise methods and tactics we've used to establish our own tax preparation firm.
Gain insights on how to develop, launch, and expand your company from the ground up that
reaches seven-figures from this Billion Dollar Industry.
Why the Finance & Tax Industry
CPA's are retiring out and a new wave of Preparers are getting in place. You're needed to help families and businesses take control of their finances while securing some of the Income derived from the Billions In Refunds handed out in Q1& Q2 of 2024.
Can I Make Good Money, Fast?
When you think about it, 65% of people have to work, and nearly all of those people need to file their
taxes. In April, the IRS reported processing more than 136 Million returns with refunds staggering $245 Billion. It's clear there is an opportunity for you to join in and make good money fast. #Recession Proof
To Regain Control of Your Time
Additional Streams of Income
To Be Your Own Boss
Real Financial Freedom
A Lifelong Skill
Do You Need?
Walk away with a Brand New Business
Your first course is all about your business formation. We'll use the BRE Method to Brainstorm, Research, and Execute a structured company that can shift and grow as you do.
materials include
Creating a Business Concept Federal EIN/PTIN/EFIN Registration Securing Your Email & Domain Name Local Business Page Creation Steps to becoming Fundable and of course your Brand Colors Landing Page Creation
After Course Completion, you will receive Web Hosting for their new Domain/Email for 1-Year.
Our 14-Day RoadMap
Steers You On The Money Path Faster
On Day One you'll be provided with a Ramp Up Roadmap to Start, Operate, and Scale your own Tax Office from anywhere with unlimited revenue potentials. Plan to go from Business Foundation, Tax Laws, Target Marketing strategies to build a solid clientele, to gaining personal skills that go far beyond Tax Preparation.
Imagine not having to do all the work yourself but implementing processes to have affiliates and partners grow your company while you are expanding your brand.
OFFER UNLIMITED VACATIONS
You'll have access to offer your prospects or clients a complimentary Hotel, Travel, Airfare, or Restaurant voucher as an added thank you as you build your business.
LEARN NEW TAX STRATEGIES
Throughout the year New Laws and Updates are passed by Congress that may go into law and effects Tax Clients. We keep you notified first.
TOTAL VALUE: $6565
Who Is This Business Training For?
When you're ready to take your business further or start a thriving business from the start without skipping or skimping on steps, ITA's ERO Gold is the key. We eliminate the notion that being a Fiduciary for clients while asking for their most sensitive financial and personal data is scary by helping you build your Know, Like, and Trust.
By removing the Imposter Syndrome early you will rise to the occasion and complete real world returns and practice mock calls until you're confident to prepare your first return. See, you don't need letters behind your name, what you need is a resourceful community that lends the experience you need to get further, faster.
Access High Performing Email, ChatGPT, and Flyer Templates
Course Seven class is all Lion Attraction Marketing Tactics for Consistent Leads. We'll use the BRE Method to Brainstorm, Resesearch, and Execute a structured business that can shift and grow as you do.
strategies cover
Attracting Your Client Muse Using Flyer Templates for Tips and Promos Pre-Season Warm Up Ideas Social Media Tips and Video Postings 200 Ways to Gain New Clients Email List Building Strategies
After Course Completion, Students will receive a Premium Mass Email Marketing Subscription for 1-Year.
Navigating the Software
You'll learn how to use the Direct form file and the Interview Screen file to gather your client data to complete a return. You'll locate where the help links and forms are stored to use, print, or email to your clients with efficiency.
Back Office Setup
Get the correct process of creating templates for your staff, making updates to your bank applications, and creating fees that are easy to understand.
Client Security
The IRS mandates that every tax office has items in place to protect clients data from breach and restricting PII (Personal Identifying Information) from being used in ways the client did not agree to. We'll develop a WISP plan together.
PLUS: Over $6700 IN ENROLLMENT BONUSES!
Tax Software
Unlimited 1040 + Corporate Professional Software access to prepare, file, and get paid for two years.
Value: $694
IHE Network
24/7 Intranet Mentorship Community to get insight, share documents, videos, and affiliate links for 9-months.
Value: $1935
Email Marketing
Update and Customize Templates to reflect your brand to send to one or thousands of subscribers each month.
Value: $432
LOCAL LINK PAGE
Our Done For You SEO pages accepts leads, payments, share downloads, and showcase your links in a searchable landing page.
Value: $588
CLIENT FORMS
Create Conditional Logic client intake and info forms for all of your offerings and lead generation.
Value: $588
CRM System
Connect your Client Forms via API to create swift Automation to manage your leads, invoices, and products in one place.
Value: $948
LEAD INCENTIVES
Offer your leads, warm prospects, and clients 1-7 day travel perks including hotels, airfare, and restaurant vouchers.
Value: $1188
Marketing suite
Take advantage of a permanent 15% print discount in addition to 5 Yard Signs, 750 (5x7) Marketing Flyers and Business Cards.
Value: $399
TOTAL PROGRAM + BONUSES
RETAIL VALUE: $13,337
If each Academy and Subscription were purchased separately, a business owner would spend over 700% on the Inclusive Tax Academy Spring program.