Choose Your Tax Boss Path

Transform Your Career. Build a Six-Figure Tax Business.

Empowering entrepreneurs from beginner to franchise owner

CHOOSE YOUR TAX BUSINESS PATH

The right program, tools, and support to help you build and grow your tax business.

FRESHMAN

START YOUR TAX BUSINESS

$99

TOTAL VALUE: $2,500
YOURS FOR ONLY $99

For beginners. No experience required.

✓LIVE TRAINING 2-3 TIMES A MONTH
✓OFFER CASH ADVANCES UP TO $7,000
✓MARKETING TRAINING - HOW TO GET YOUR FIRST 50 CLIENTS
✓BUSINESS FLYER + BUSINESS CARD TEMPLATE

WHAT YOU'LL GET

FOR BEGINNERS. NO EXPERIENCE OR 1-2 YEARS IN THE TAX INDUSTRY

BONUS: 100-CLIENT BLUEPRINT SUPPORT! WE DON'T JUST TRAIN - WE HELP YOU WIN.

✓LIVE TRAINING 2-3 TIMES A MONTH
✓OFFER CASH ADVANCES UP TO $7,000
✓MARKETING TRAINING - HOW TO GET YOUR FIRST 50 CLIENTS
✓BUSINESS FLYER + BUSINESS CARD TEMPLATE
✓YOU'LL GET ACCESS TO SELF PACED TRAINING VIDEO MOGUL ELITE TAX ACADEMY
✓365 DAYS SUPPORT
✓DUE DILIGENCE TRAINING / UPDATED TAX LAW
✓PTIN REGISTRATION
✓PRIVATE COMMUNITY GROUP
✓SUPPORT SUCCESS COACH
✓GET CLASS REPLAYS
✓FREE SOFTWARE
✓TAX EBOOK TRAINING / 1:1 STRATEGY CALL
✓60/40 SPLIT
✓100 CLIENTS IN 90 DAYS GAME PLAN - STEP-BY-STEP STRATEGY TO ATTRACT CLIENTS DAILY
✓SCRIPTS THAT SELL - DM, TEXT, AND PHONE SCRIPTS THAT CONVERT LEADS INTO LOYAL CLIENTS
✓DAILY/WEEKLY ACTION CALENDAR - KNOW EXACTLY WHAT TO POST, SAY, AND DO EACH DAY
✓POP-UP SHOP + VENDOR EVENT GUIDE - BOOK TABLES, MARKET IN PERSON, AND NETWORK IN YOUR CITY
✓REFERRAL AGENT PROGRAM TEMPLATE - TRAIN 5-10 AGENTS TO BRING YOU CLIENTS ON COMMISSION
✓TAX TEA LIVE SESSION TEMPLATES - GO LIVE WITH CONFIDENCE + PRE-WRITTEN Q&A FORMATS
✓ACCOUNTABILITY GROUP ACCESS - WEEKLY CHECK-INS TO TRACK PROGRESS & STAY MOTIVATED
✓50 FLYER TEMPLATE
✓LEARNING PORTAL AND SCRIPTS
✓DOCUMENT LIBRARY
✓REPLAY MODULES
✓TAX STUDY HALL LEARNING CENTER

LEARN MORE

SOPHOMORE

BECOME AN ERO 7 FIGURE TAX BOSS

$197

TOTAL VALUE: $5,000+
YOURS FOR ONLY $197

For tax professionals ready to grow and scale.

✓TAX PRO BOSS - FREE SOFTWARE!!!
✓EFIN & PTIN SETUP ASSISTANCE
✓CHOOSE YOUR FREE SOFTWARE: TAXSLAYER OR OLT
✓PRE-BUILT LANDING PAGE TEMPLATE (PLUG & PLAY)

WHAT YOU'LL GET

✓TAX PRO BOSS - FREE SOFTWARE!!!
✓EFIN & PTIN SETUP ASSISTANCE
✓CHOOSE YOUR FREE SOFTWARE: TAXSLAYER OR OLT
✓PRE-BUILT LANDING PAGE TEMPLATE (PLUG & PLAY)
✓90-DAY MENTORSHIP
✓FULL STRATEGY: HOW TO GET YOUR FIRST 100 CLIENTS FAST
✓TAX ACADEMY SELF-PACED COURSE
✓CLIENT INTAKE SCRIPTS + PROCESS TEMPLATES
✓STARTER TAX BRANDING & SOFTWARE TRAINING
✓VIRTUAL ASSISTANT - 1 WEEK FREE TRIAL
✓TAX BUSINESS STARTER CHECKLIST
✓PRIVATE ACCOUNTABILITY GROUP
✓ACCESS TO TEMPLATES, TOOLS, & MORE
✓TEAM BUILDING SCRIPTS
✓LIMITED BONUS: 100 CLIENT LAUNCH BONUS

100 CLIENT BLUEPRINT BUNDLE

✓DM SCRIPTS
✓REFERRAL SCRIPTS
✓100 FLYER TEMPLATES
✓ENGAGEMENT POST CAPTIONS
✓LOCAL MARKETING CHECKLIST
✓PARTNERSHIP CONTRACT SCRIPTS (CAR DEALERSHIPS, REALTORS, CHECK CASHING LOCATIONS)
✓LEARNING PORTAL AND SCRIPTS
✓DOCUMENT LIBRARY
✓REPLAY MODULES
✓TAX STUDY HALL LEARNING CENTER
✓PLUS $250 OFF IF YOU'RE IN ANY MENTORSHIP 30+ DAYS

LEARN MORE

SERVICE BUREAU LICENSE

BECOME A SERVICE BUREAU

$997

STARTING AT $499

Take the next step in your tax business and operate as your own Service Bureau.

✓SERVICE BUREAU LICENSE
✓FULL SOFTWARE BRAND BUILD WILL BE MADE
✓AUTHORIZATION TO OPERATE AS A SERVICE BUREAU

SERVICE BUREAU LICENSE $997

GET YOUR SERVICE BUREAU LICENSE

STARTING AT $499

Get started with a $499 initial payment and pay the remaining balance afterward.

YOUR SERVICE BUREAU LICENSE INCLUDES

✓SERVICE BUREAU LICENSE
✓FULL SOFTWARE BRAND BUILD WILL BE MADE
✓AUTHORIZATION TO OPERATE AS A SERVICE BUREAU

READY TO GET STARTED?

Secure your Service Bureau License today.

START FOR $499

$997 PRICE - LESS $499 FOR THE DEPOSIT (REMAINING MAKE A PAYMENT PLAN FOR THEM)

LEARN MORE

SENIOR

BUILD A 7-FIGURE TAX BUSINESS

$2,500

TOTAL VALUE: $9,000+
YOURS FOR ONLY $2,500

For serious tax professionals ready for full setup and scale.

✓CUSTOM CRM BUILDOUT (YOURS TO OWN!)
✓TAXSLAYER (FREE UNDER ANGEL)
✓OLT CO-BRANDED TAX SOFTWARE
✓2 MONTHS OF GROUP COACHING + 1:1 CALLS WITH ANGEL

WHAT YOU'LL GET

EFIN IS REQUIRED FOR THIS TIER

✓CUSTOM CRM BUILDOUT (YOURS TO OWN!)
✓TAXSLAYER (FREE UNDER ANGEL)
✓OLT CO-BRANDED TAX SOFTWARE
✓2 MONTHS OF GROUP COACHING + 1:1 CALLS WITH ANGEL
✓FULL TAX APP BUILDOUT
✓VETTED VA PLACEMENT (FIRST WEEK FREE)
✓ACCESS TO THE FULL TAX ACADEMY
✓CO-BRANDED TAX ACADEMY WHITE LABEL (PAY FOR YOUR OWN SUBSCRIPTION FOR YOUR CHOSEN PLATFORM)
✓BRANDED WEBINAR DECK FOR CLIENT CONVERSION
✓BOSSED-UP BUSINESS NAME + PRO LOGO BRANDING
✓EIN SETUP & IRS E-SERVICES REGISTRATION (EFIN APPROVAL GAME PLAN)
✓LLC FORMATION + STATE REGISTRATION
✓BUSINESS BANK ACCOUNT SETUP FOR CREDIT & FUNDING
✓LEARNING PORTAL AND SCRIPTS
✓DOCUMENT LIBRARY
✓REPLAY MODULES
✓TAX STUDY HALL LEARNING CENTER
✓APPLY FOR ALL REQUIRED LICENSES, PERMITS & BONDS
✓IN-PERSON MASTERMIND EVENT ACCESS
✓DEDICATED ERO SUPPORT & NO REVENUE SHARE
✓CONNECTION TO BANK REPS + APPLICATION SUPPORT
✓IRS SECURITY CHECKLIST COMPLETION
✓BUSINESS FUNDING ASSISTANCE
✓BUSINESS INSURANCE GUIDANCE TO PROTECT YOUR BRAND
✓ESSENTIAL OFFICE SUPPLY CHECKLIST (NO FLUFF)
✓SYSTEM SETUP: SOPS, FOLDERS & CLIENT INTAKE
✓BUILD A COMPLIANT OFFICE READY FOR IRS WALK-INS
✓ACCESS TO TAX-SPECIFIC GRANT RESOURCES
✓LEARN HOW TO ADD CREDIT REPAIR & BUSINESS CREDIT TO YOUR OFFICE
✓HOW TO SET UP YOUR TAX BUSINESS LEGALLY WITH LICENSES, PERMITS, AND THE RIGHT BONDS TO QUALIFY FOR BUSINESS CREDIT AND FUNDING

LEARN MORE

3-Day Preseason Marketing Experience

THE TAX PRO VISIBILITY MARATHON

STOP POSTING AND PRAYING — LEARN HOW TO GET SEEN, BUILD TRUST & TURN VISIBILITY INTO CLIENT CONVERSATIONS

OCTOBER 27–29, 2026 • LIVE ONLINE

GENERAL $97

VIP $299
WITH REPLAYS + BONUS RESOURCES

For tax pros who know how to prepare returns but struggle with what to post, how to stay consistent, and how to turn social media attention into actual client conversations.

✓MORNING MINDSET EVERY DAY
✓3 LIVE TAX MARKETING + SOCIAL MEDIA TRAININGS
✓ACTION WORKBOOK TO KEEP UP WITH THE DAILY PLAYS
✓PRIVATE ACCOUNTABILITY + SUPPORT COMMUNITY
✓CONTENT, PROFILE, FOLLOW-UP + PRESEASON VISIBILITY STRATEGY

THE 3-DAY RUN OF SHOW

DAY 1 — GET CLEAR. GET SEEN. Clarify who you serve, tighten your message, refresh your profile, and create an introduction post or reel that makes people understand exactly what you do.

DAY 2 — KNOW WHAT TO POST. Learn how to turn your tax knowledge into content, use AI prompts in your voice, create stronger hooks, and build a simple 7-day content plan.

DAY 3 — TURN VISIBILITY INTO CONVERSATIONS. Build your preseason VIP interest list, create follow-up scripts, map your referral outreach, and leave with a 30-day marketing action plan.

VIP INCLUDES

✓EVERYTHING IN GENERAL ACCESS
✓REPLAYS OF ALL 3 TRAINING SESSIONS
✓BONUS TAX VISIBILITY MARKETING RESOURCES
✓BONUS VIP IMPLEMENTATION SESSION
✓PRIORITY Q&A + MARKETING FEEDBACK

This is a hands-on marketing experience. Come ready to work, post, implement, and build your preseason visibility plan.

EXPLORE THE MARATHON

Reseller Program

SERVICE BUREAU RESELLER AFFILIATE

RESELL OUR TAX SOFTWARE & BUILD AN ADDITIONAL REVENUE STREAM

ONBOARDING INCLUDED AFTER PURCHASE

INVESTMENT $300

BACK-END REVENUE
+ RESELLER INCENTIVES

For tax professionals, service bureaus, and business owners looking to expand their services without having to build their own tax software.

✓ACCESS TO OUR TAX SOFTWARE RESELLER PROGRAM
✓RESELL TAX SOFTWARE UNDER YOUR OWN BUSINESS
✓SERVE YOUR OWN TAX CLIENTS THROUGH THE PLATFORM
✓EARN BACK-END REVENUE FROM YOUR TAX SOFTWARE SALES
✓ACCESS TO AVAILABLE RESELLER INCENTIVES

BECOME A RESELLER

I empathize with your battles and frustration, so Here’s the tea...Divider

From passing out free samples to making millions, I've lived a transformational journey that can become YOUR reality too! I am deeply passionate about empowering you to step into your power and become the boss of your business, your life, and your home. I’ve built multiple businesses, all soaring past the six-figure mark and have traveled across the globe, inspiring and educating individuals to do the same.

But it's not just about success – it's about community. I yearned to contribute more, to become a valuable resource, to make your path smoother by paving the way. I've put in the hard work, so you won't have to!

Now, get ready for a groundbreaking live training that will supercharge your journey! Picture this: offering your clients the full suite of services that major chains do, but from the comfort of your own virtual office. With our user-friendly cloud-based software, the world becomes your office! Let's dive in, and get your virtual tax office up, running, and thriving!

I empathize with your battles and frustration, so Here’s the tea...Divider

From passing out free samples to making millions, I've lived a transformational journey that can become YOUR reality too! I am deeply passionate about empowering you to step into your power and become the boss of your business, your life, and your home. I’ve built multiple businesses, all soaring past the six-figure mark and have traveled across the globe, inspiring and educating individuals to do the same.

But it's not just about success – it's about community. I yearned to contribute more, to become a valuable resource, to make your path smoother by paving the way. I've put in the hard work, so you won't have to!

Now, get ready for a groundbreaking live training that will supercharge your journey! Picture this: offering your clients the full suite of services that major chains do, but from the comfort of your own virtual office. With our user-friendly cloud-based software, the world becomes your office! Let's dive in, and get your virtual tax office up, running, and thriving!

MEET THE FOUNDER & CEO

Angel Armstrong

From passing out free samples to running multiple six-figure businesses, I’ve walked the path you’re about to take. My passion is helping women and entrepreneurs unlock financial freedom through the tax industry.

I believe in equipping you with real skills, tools, and mentorship — not just theory.

Let’s build the business (and life) you dream of.

hear from my Tax Partners

The Results Speak for Themselves

are you...

Ready to become a Tax Boss?

Choose your program below and start building your six-figure business today.

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