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Tax Business Owner Blueprint

The Prestige Suite

The Prestige Suite Package is crafted for tax professionals ready to operate as complete tax business owners. It includes corporate & business return filing capabilities (1120, 1120S, 1065, 990), strategic tax planning, high-ticket advisory sales training, and priority executive support.

Investment

$1,299

One-time package fee

The Prestige Suite software package
Firm Builder
No Revenue Share REVENUE SHARE
EFIN required REQUIRED
PTIN REQUIRED

Everything in

Your Prestige Suite package

A complete business-in-a-box. Below is the full inventory of software, training, and operational support delivered with this suite.

01
CORPORATE & BUSINESS RETURNS (1120, 1120S, 1065, 990)
02
ALL PREMIER & EXECUTIVE SUITE FEATURES
03
STRATEGIC TAX PLANNING & REDUCTION MODULES
04
HIGH-TICKET ADVISORY CONSULTING MASTERCLASS
05
CUSTOM BRANDED CLIENT PORTAL
06
SALES & CLIENT CLOSING MASTERY
07
ADVANCED COMPLIANCE & DUE DILIGENCE
08
PRIORITY EXECUTIVE ERO HOTLINE
09
BUSINESS DEVELOPMENT & OPERATIONS CURRICULUM
10
MULTI-LOCATION & BRANCH MANAGEMENT
11
DEDICATED SENIOR ACCOUNT EXECUTIVE
12
AUTOMATED CLIENT RETENTION & CRMS
13
CORPORATE TAX STRATEGY DIRECTORIES
14
MARKETING & PAID ADVERTISING STRATEGIES
15
TEAM LEADERSHIP & WORKFLOW TRAINING
16
ANNUAL FIRM RETREAT & NETWORK ACCESS

At an example 8.25% sales tax rate, estimated totals would be $648.42 / $973.07 / $1,406.17 / $2,163.92 respectively. Actual sales tax is calculated according to the customer's state and individual product/service taxability rather than applying a flat rate nationwide.

The Onboarding Path

4 Steps to Get Started

1

Secure Your Package

Make your payment to lock in your selected suite.

2

Sign Your Agreement

Sign your service agreement to activate your account.

3

Complete Setup

Complete the Account Setup Form and your software is delivered with login instructions.

4

Start Building

Get access to our training and community to start building your business.