Learn How To Launch & Grow A Successful Tax Office Or Service Bureau Business Earning 6 To 7 Figures

Join our thriving community of over 10,000 tax professionals and unlock the secrets to exponential growth.

WHO SHOULD JOIN:

  • Are you a Service Bureau struggling to scale and dominate your market?

  • Are you stuck under 500 partners and ready to rapidly expand your network?

  • Are you tired of splitting your hard-earned revenue with other companies?

  • Do you want full control of your business… including your fees?

  • Do you want to keep 100% of your tax prep fee, transmitter fee, doc prep fee, e-file fee, and audit fee?

  • Are you ready to build a high-profit service bureau that generates revenue from every return?

  • Do you want the power to bring on unlimited service bureaus and resellers under your network?

  • Do you need a team behind you all tax season providing coaching, training, marketing, and compliance support?

  • Are you an experienced service bureau owner ready to scale to 500+ new partners and elevate your position in the industry?

Here's what our partners have to say about Next Level Tax Pro Academy!

Step 1 : Choose your ideal package

Select the package that aligns with your goals and sets the stage for your success in the tax industry.

Step 2 : Review & sign your contract

Make it official by reviewing and signing your agreement to unlock full access to your resources and support.

Step 3 : Schedule Your Onboarding Meet

Join us for your onboarding session where we’ll guide you through the setup process and next steps.

Step 4 : Attend Our Mastery Training

Join us for your onboarding session where we’ll guide you through the setup process and next steps.

Next Level Tax Pro Gives SERVICE BUREAUS EVERYTHING THEY NEED TO GROW & SCALE

Join our thriving community of over 10,000 tax professionals and unlock the secrets to exponential growth.

  • Tax Software (Co-Branded)

  • Tax Software Training for You & Your Partners

  • Tax Education & Tax Law Courses

  • Payroll Setup Guidance

  • Full Technical Support

  • Bank Registration Support

  • All Required Client FormS

  • Experienced Business Coaching

  • Service Bureau Blueprint

  • Ability to Offer Tax Loans

  • Tax Law & Compliance Updates

  • Marketing Assistance & Tools

  • IRS Due Diligence Training

  • Business System Training

  • Website & Landing Page Design

  • Professional Logo Design

  • Social Media & Online Marketing Training

  • Business Automation Setup

  • Branding Strategy & Support

  • One-on-One Coaching Sessions

  • IRS Registration Guidance

  • EFIN & PTIN Setup Support

  • How to Attract Partners Online & Offline

  • Strategies to Grow 500+ Tax Partners

  • Weekly Group Coaching & Training

    Sessions

  • Dedicated ERO Support Team for Your Partners

ABOUT US

Next Level Tax Pro Academy is a nationally recognized tax education and business growth powerhouse committed to helping tax professionals build profitable, scalable, and future-ready tax businesses.

We’ve helped partners hit major growth milestones—expanding their production, increasing revenue, and operating with renewed clarity and confidence. We provide the tools, strategy, and structure that allow tax professionals to take full control of their success.

As the tax industry evolves, we continue to innovate—ensuring every partner has the blueprint, support, and strategic foundation to grow faster, smarter, and stronger.

OUR MISSION

OUR MISSION IS SIMPLE:

To empower tax professionals with the structure, systems, and knowledge they need to step boldly into the next level of business.

At Next Level Tax Pro Academy you gain access to:

• A supportive, high-level mentorship community

• Marketing systems engineered for client growth

• Business automation and operational support

• Skill-building trainings and updated tax education

• Guidance designed to help you scale with confidence

As the tax industry evolves, we continue to innovate—ensuring every partner has the blueprint, support, and strategic foundation to grow faster, smarter, and stronger.

DO NOT MISS THE OPPORTUNITY TO LEARN HOW TO:

  • PURCHASE AND CO-BRAND PROFESSIONAL TAX SOFTWARE FOR YOUR SERVICE BUREAU

  • SCALE YOUR NETWORK TO 500 PARTNERS OR MORE

  • RECRUIT AND MANAGE RESELLERS AND SUB-SERVICE BUREAUS

  • BUILD A COMPLIANT, FULLY OPERATIONAL SERVICE BUREAU OFFICE

  • REGISTER FOR AN E-SERVICES ACCOUNT AND APPLY FOR AN EFIN

  • APPLY FOR AN EIN

  • REGISTER YOUR SERVICE BUREAU AS AN LLC WITH YOUR STATE

  • OPEN YOUR BUSINESS BANK ACCOUNT

  • COMPLETE PTIN SETUP FOR YOU AND YOUR PARTNERS

  • PROVIDE EDUCATION AND TRAINING FOR YOUR PARTNER NETWORK

  • BUILD YOUR BRAND IDENTITY INCLUDING NAME, LOGO, AND ONLINE PRESENCE

  • DEVELOP A BUSINESS MODEL THAT MAXIMIZES REVENUE AND FEE CONTROL

  • SECURE REQUIRED BUSINESS LICENSES AND PERMITS

  • MARKET YOUR SERVICE BUREAU ONLINE AND OFFLINE TO ATTRACT PARTNERS

  • COMPLETE A FULL TAX SECURITY AND COMPLIANCE CHECKLIST

  • OBTAIN PROPER BUSINESS INSURANCE

  • STRUCTURE YOUR OFFICE SYSTEMS, SUPPORT CHANNELS, AND TECHNOLOGY

  • TRAIN YOUR TEAM AND PARTNER NETWORK EFFECTIVELY

  • LAUNCH YOUR SERVICE BUREAU CORRECTLY AND PROFESSIONALLY

  • SCALE YOUR MARKETING, PRODUCTION, AND OPERATIONS EVERY TAX SEASON