TIER 3
EXPERIENCED SOFTWARE
Gray Financial Solutions Experienced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of tax professionals. GFS program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training that team effectively. For those looking to start their own tax business, it offers extensive training, marketing support, and Educational resources to assist with growth.
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NO REVENUE SHARE
Gray Financial Solutions equips aspiring tax professionals with the knowledge, tools, and support needed to launch and grow a successful tax business. This package is ideal for individuals new to the industry who need guidance in starting and operating a tax office. While an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are typically required, alternative options are available and discussed during onboarding. This is our most popular package for beginners ready to build a tax enterprise.
WHAT YOU WILL RECEIVE:
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THE BLUEPRINT TO GRAY FINANCIAL PROFESSIONAL
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TAX SOFTWARE-SOFTWARE TRAINING
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CUSTOM BUSINESS NAME
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TECH SUPPORT
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IRS REGISTRATION
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OFFER TAX LOANS
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FULL ERO SUPPORT TEAM ​
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CLIENT FORMS
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BANK REGISTRATION
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TAX LAW UPDATES
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EXPERIENCED BUSINESS COACH
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BUSINESS PAYROLL SETUP
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THE BLUEPRINT TO BUILDING A TAX COMPANY
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WEEKLY CHECK-INS
OUR SIMPLE 4 STEPSPROCESS TO GET STARTED
STEP 1
PURCHASE YOUR PACKAGE
STEP 2
REVIEW AND SIGN YOUR AGREEMENT
STEP 3
SCHEDULE YOUR ONBOARDING MEETING
STEP 4
OPEN YOUR
TAX BUSINESS