LEVEL 1
WEALTH LAUNCH
LEVEL 1 WEALTH LAUNCH is built for beginners who are ready to break into the tax industry, even with zero experience. We keep things simple, supportive, and step-by-step, so you’re never left wondering what to do next. You’ll earn while you learn with a 70/30 revenue split, and we’ll be right there with you to guide the way. If you’re serious about starting strong and growing the right way, this is where it begins.
100% ACCURATE SOFTWARE
REVENUE SHARE : 70/30
PTIN REQUIRED
What's included?
Professional Tax Software
Software Training
Tech Support
IRS Registration
Offer Tax Loans
Support Group
Custom Marketing Material
Client Forms
Tax Law Updates
Experienced Business Coach
Tax Returns Review Before IRS Submission
PTIN Registration Assistance
YOUR JOURNEY
STARTS HERE
Every successful financial future begins with a clear strategy. Our streamlined consultation process is designed to understand your goals, identify opportunities, and provide personalized recommendations that help you protect your wealth and move forward with confidence.
STEP 1 Choose the package that aligns with your business goals.
STEP 2 Review and sign the agreement to move forward.
STEP 3 Book a session to discuss your goals and expectations.
STEP 4 Learn the skills to launch and grow your tax business.
STEP 5 Open your office and start serving clients with confidence.
Helping individuals, entrepreneurs, and business owners protect their wealth through strategic tax solutions, personalized guidance, and lasting financial confidence.
