Are you ready to file your client’s taxes quickly and efficiently?
"Tax Mindset"
Professional Tax Software
Unlock the Magic of Tax Mindset: Turbocharge Your Professional Tax Software!
Our professional tax software offers a comprehensive suite of features, meticulously designed to simplify and accelerate your workflow. With advanced calculations, robust form libraries, and intuitive interfaces, you can handle even the most complex tax scenarios with ease and confidence.
Ready to elevate your tax preparation game?
Unlock the Benefits of Our Professional Tax Software
Secure & Streamline Your Tax Returns with Pro Software
Access to bank products to help streamline your tax filing process
Provide Tax advances/loans to your clients
Enjoy greater accuracy and fewer errors with professional tax software
Receive Tax Prep Fees directly from the client’s refund
Comprehensive Customer Reports
Tax return can be submitted without entering the prior year AGI
Stay on top of tax updates
Amend returns with a few simple steps
Enhance Security Measures
Improve System Efficiency
Embrace the future of tax preparation with our state-of-the-art software.
Calling All Dreamers and Ambitious Go-Getters: Is This Program Your Perfect Match?
Perfect Match For
ERO’s ready for a change
Tax Preparers looking for a reduction in fees
ERO’s and Tax Professionals looking for a new professional tax software provider
Tax offices looking to add additional streams of income to their office
Experienced Tax Professionals
Don't Settle for Less! Elevate Your Experience with this Essential Software
Features
You set and keep 100% of your customer pricing
You set your own service bureau fee
Set up unlimited employees and contractors
You keep 100% of your doc and E-File fees
No Split Fees
Add additional licenses for half the cost
Tax Mindset is accessible via laptop, desktop, tablet and phone
Intuitive Features
Tax Mindset Professional Tax Software has intuitive features and step-by-step guidance for tax preparation.
Tax Mindset Professional Tax Software has intuitive features and step-by-step guidance for tax preparation.
The software auto-populates forms and provides real-time updates on deductions and credits.
It continuously refreshes with government regulation changes through automated updates.
The user interface is easy to navigate, making filing taxes hassle-free.
The software ensures automated accuracy, eliminating manual errors and safeguarding against IRS audits.
Tax Mindset-Corporate Edition
Features
Tax Mindset Professional Tax Software has intuitive features and step-by-step guidance for tax preparation.
Tax Mindset Professional Tax Software has intuitive features and step-by-step guidance for tax preparation.
The software auto-populates forms and provides real-time updates on deductions and credits.
It continuously refreshes with government regulation changes through automated updates.
The user interface is easy to navigate, making filing taxes hassle-free.
The software ensures automated accuracy, eliminating manual errors and safeguarding against IRS audits.
Tax Mindset-Tax Firm Edition
Web based software
Taxes ToGo Mobile App
Compatible with iOS and Mac
Accuracy and Compliance
Deduct tax prep fees directly from refunds
Updated Tax Laws and Regulations
Electronic Filing and Workflow Integration
Tax software can also help offer tax loans and advances during tax season
Support and Resources
Importance of Professional Tax Software
Tax software is important for ensuring customers pay tax fees
Time and Efficiency
Expanded Service Offerings
Accuracy and Compliance
Professionals and business owners need a reliable way to manage clients' tax returns
Updated Tax Laws and Regulations
Electronic Filing and Workflow Integration
Tax software can also help offer tax loans and advances during tax season
Support and Resources
Are you tired of customers not paying tax fees because you are not using the appropriate tax software?
Are you a professional or business owner looking for an easy and reliable way to manage your clients tax returns?
Want to offer tax tax loans and advances during the tax season?
What Do you Get?
$997 Value: Mobile App for your tax business
Communicate with your customers through a customized mobile App
$997 Value: 60 Minute 1:1 Business Coaching Session
$1997 Value: Corporate Tax Software
(File 1120, 1120S, 1065, 1041, 990 etc.)
$997 Value: Professional Tax Software with Walk through (Web Based)
Unlimited E-filing for Federal and all States
Bonus for signing up today
Custom branded software with your LOGO
$297 Value:
20 Hour IRS Approved AFTR Countinuing Education
$297 Value: Editable Social Media Template Package
Plug in your logo and go, FB, IG, Linked In, Letterhead and Business Card templates
$197 Value: Contract Templates
Ensure you and the customer hold your end of the bargain
$97 Value: Forms Templates
Intake forms to onboard your clients for different scenarios
$197 Value: Five Day E-Mail drip campaign template
5 days worth of Welcome emails used to nurture individuals new to your email list. The emails will get them familiar with your products and services.
$97 Value: Due Diligence Questionnaire Template
$797 Value: Complementary Vacation incentive
EXTRAS
Unlimited Sub Offices
Over 50% off on additional licenses
Software Sales Scripts
EFIN Assistance
and more...
FAQ's
How do I purchase “Tax Mindset” Software?
Click the “SIGN UP” link today to get started
How much does it cost to purchase “Tax Mindset”?
Sign up TODAY for $797!
Are there any split fees involved?
NO, As the EFIN holder you set and keep all of your prep fees
What tax banks do you work with?
Refund Advantage and Santa Barbara TPG
Can I prepare Corporate Taxes or just regular 1040’s only?
YES, You and your employees/contractors can prepare and submit both, annual 1040 tax returns and regular schedules for Corporate income tax returns, and all schedules for them.
Do you have a desktop version?
No, We only offer a web based version of our tax software.
Can I access your software from a tablet?
Yes, our web based software is accessible via computer, laptop, tablet and cell phone
How can you differentiate your Tax Software from the competition?
Our tax software stands out from the competition in several ways. First, our software is designed to be user-friendly and intuitive. We understand that filing taxes can be a stressful time for many people, so we have made sure that our software is easy to navigate and understand.
Our software is updated regularly with the latest tax laws and regulations, so users know they are always filing their taxes correctly and compliantly. We offer Custom Branded software We offer multi year discounts
What is an ERO (Electronic Return Originator)?
The Electronic Return Originator (ERO) is the Authorized IRS e-file Provider who originates the electronic submission of a return to the IRS. The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file.
What is a Tax Software license?
A Tax Software license is a type of software license that allows the user to access and use a tax preparation program. This type of software is typically used by individuals, businesses, and other organizations to calculate taxes owed or refunds due. The license grants the user the right to install and use the software for a specified period of time, usually one year. It also helps ensure that users are compliant with all applicable tax laws and regulations
How many employees/contractors can I add to my software?
EFIN holders can add an unlimited number of employees/contractors to their software
Can I use the software at multiple locations?
Yes
How many employees can I add?
You can have add an unlimited amount of employees/contractors to your software
Do you offer assistance with obtaining an EFIN?
YES, we offer assistance with obtaining an EFIN in our other two packages. Unfortunately, for this package we do not offer EFIN assistance. You must already have your EFIN in order to take advantage of this package deal
What is IRS Approved Education?
Our IRS approved education program is offered by a third party vendor. We will set you up with access to their portal. You then log in with your username and password, watch and follow along in the automated class then take the multiple choice quiz. Upon passing the 3rd party company then submits your passing results to us and the IRS where when it will be attached to your PTIN number and you will be listed in the IRS portal as a preparer that completed the Annual Federal Tax Refresher Course.
What is the Annual Federal Tax Refresher (AFTR)?
A six-hour course accompanied by a timed, 100-question knowledge-based, multiple choice comprehension test. The quizzes are timed but you can retake as many times as you need to in order to pass. Once you have passed the test you will receive a “Record of Completion”. There is an option on the IRS website to make your passing of the exam public. That way customers can look you up and verify that you are a credentialed tax preparer.
When can I take the Annual Federal Tax Refresher?
Dates run from June 1 through Dec 31 in order to get credit for that year.
Can I buy additional tax software licenses if I choose to?
Yes, definitely and you will also receive a discount on each addition license as well as additional incentives
Whether you are looking to build a sales team of one, or are looking to expand your existing sales team to push past your current income ceiling - The High-Ticket 7 Figure Sales Team Builder will show you HOW.
Stop overworking yourself chasing clients, and instead let me guide you through the proven system I have created to create a HIGH converting sales team that costs you NOTHING and closes the sales for you - so you can focus on your life and avoid burnout!
Whether You’re Building A Team Of One, Or Are An Established Business Owner Looking To Scale Your Business FAST, You Need A Team And Business Structure That Sells FOR YOU.
One of the biggest mistakes entrepreneurs make is trying to handle it ALL.
You need your creativity and attention on innovation and growth - not spending every waking moment chasing one-on-one sales calls.
If you’re just starting out - building a sales team of one or two is a fast way to multiply your income and sales while freeing up your time to perfect your course materials and presentations.
If you’re already an established business owner or a business that is looking to break through to the next level, you need to know how to leverage a commission-based sales team that closes FOR YOU, which means it doesn’t cost you a single time to skyrocket your income and sales.
In this 5 part training course, I am going to walk you through how to build an EXPERT sales team that closes consistently, can scale with you, and can handle a steady flow of prospects allowing you the freedom to focus on other areas of your life and business.
I will even give you some of the same training materials I provide for my own sales team - and they have helped make me MILLIONS.
Let’s get into it:
Module 1: 7 Key Success Metrics for Building a Multi-Million Dollar Sales Team
You need a sales team that can grow and scale with you and your business, who understands your message and brand, and who can communicate the value in your services to prospects and close the sale consistently.
In this first module, I am going to take a deep dive into the most crucial success metrics that I used to build my personal sales team.
You’ll learn:
Success metrics for large teams, small teams, and even solo sales representatives
How and WHERE to find prospects to be a part of your sales team
The fundamental pillars of creating a sales team that converts and enrolls clients
Module 3: 5 Proven Growth Strategies
for a Successful Coaching Business
Module 2: Developing Your Compensation Structure to Be Super-Profitable and Motivate Your Sales Team to be Results-Driven, Customer-Focused, and Compensation-Focused
I know it seems like the financially sound decision to nix the sales team and just handle everything yourself, HOWEVER, I want to show you how to fairly compensate your sales team without spending a dime out of your own pocket.
Through clear examples and an in-depth look at my own team’s compensation structure, I am going to show you how to build a team of eager experts who have the skill and motivation to sell for you and elevate your brand.
I’ll show you:
How to build a commission-based sales team
How to build a strong and positive culture that motivates your team to close and enjoy their work
My proven training methods that provide clear guidance and teach your team to express your brand message clearly
Module 3: How to Build a Highly Profitable Outbound Calling Team That Books Your Sales Team Solid, and Makes You a Fortune
You may have tried scaling in the past and some part of the “system” always breaks down and bottlenecks your progress. It’s tough to find a system that works well, especially when you’re trying to handle everything yourself.
It comes down to creating a reliable flow of leads into your product stack and email offers, then delivering the buyers to your sales team that is ready to convert product buyers into high-end program enrollments.
I started creating and selling online products over 6 years ago and to date, I’ve brought in well over $22 million in sales from these products.
But it was up and down until I found a scalable system that has enabled me to scale to millions.
And I’ve done it! Exciting isn’t it? The potential for sales and income is limitless!
So how do you go from 20 new clients per month to 1200 clients per month?
A SOLID outbound calling team (even a team of one) who will handle the appointment setting and client booking FOR YOU.
You’ll learn:
Fundamental building blocks of a successful outbound calling team
Key metrics your team should follow for success
Where and how to look for your first outbound callers
Compensation structures based on performance that motivate success
Module 4: Enrollment Call Roleplay (How To Train Your Team to CLOSE)
The best way to learn is sometimes to watch someone do it in action.
That’s why I’ve had one of my top coaches role-play an enrollment call just for this purpose. The call is not scripted and will show you a great example of how your enrollment call process should proceed. You can use this for your own training materials as well!
This is something that I’ve never shared with anyone outside of my sales team. And you’re going to receive a sneak peek.
This step will show you how to guide your team through:
The best flow for a natural-sounding enrollment call
Examples of real-life objections and how to handle them with poise
Teaching your sales team to know when its time to close the call
What to do once the call is completed (follow-ups, thanking them, etc)
How to understand what WORKED in your call so you can use that strategy again
Bonus #4: Designing Your Perfect High Paying Client Funnel
($497 Value) - FREE
A day-by-day and step-by-step plan that shows you how to create a high-paying client funnel that works
14-day step-by-step execution strategy will help you to create your funnel from top to bottom and is specifically designed to help you attract high-paying clients
How to create a high-converting offer sequence and generate TONS of leads with my Free Gift strategy
Speak with one of our trained business coaches on HOW to enroll clients
Get clarity and overcome obstacles you might be facing
Create a PLAN so you know what to do next
Whether you are looking to build a sales team of one, or are looking to expand your existing sales team to push past your current income ceiling - The High-Ticket 7 Figure Sales Team Builder will show you HOW.
Stop overworking yourself chasing clients, and instead let me guide you through the proven system I have created to create a HIGH converting sales team that costs you NOTHING and closes the sales for you - so you can focus on your life and avoid burnout!
You Have 30 Days To
Try Out The Training.
If this training doesn't blow you away, just send us an email and 100% of your investment will be refunded.
