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THE
BLUEPRINT

Gray Financial Solutions gives you everything you need to succeed as a tax pro or service bureau.

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WHO SHOULD JOIN

Tax professionals or service bureaus struggling to grow

Tax pros stuck at 50–150 clients who want more

Tired of sharing your hard-earned profit

Need coaching the entire tax season

Experienced tax pros who want 300+ new clients

Service bureaus who want 500+ new partners

WHAT'S INCLUDED:

Tax software and training

Tax education and tax law courses

Payroll setup and tech support

Bank registration and client forms

Experienced business coaching

Team training and recruiting training

Offer tax loans and stay current on tax law updates

Marketing assistance and marketing tools

IRS due diligence training

How to build a massive team and do live events

Business training and office compliance

Business Hours:
Monday – Friday: 10:00 AM – 5:00 PM
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 info@grayfinancialsolutions.org
708-882-1478

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2025 Gray Financial Solutions. All Rights Reserved.

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