TIER 4
ADVANCED SOFTWARE
Gray Financial Solutions Advanced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of over 100 tax professionals. The 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 users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.
WHAT YOU WILL RECEIVE:
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THE BLUEPRINT TO GRAY FINANCIAL SOLUTIONS
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PROFESSIONAL TAX SOFTWARE
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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