Growth Partner

For People Who Are Done Playing Small

You've got some momentum, now it's time to scale. The Growth Partner program is built for people who are ready to go beyond the basics and start building real, consistent income in the tax industry.

The Problem

Most people hit a ceiling early because they don't have the systems, client flow, or income structure to grow. They're working hard but not moving forward.

What You'll Walk Away With

More clients, more income, and a clear path to scaling your tax business beyond where you are today.

What's Included

• Advanced tax software access
• Better revenue split
• Client acquisition strategies and tools
• Business scaling support and training
• Marketing guidance
• Bank Products Access — offer your clients refund advances, fee withholding, and refund transfers
• Priority ongoing support

What Are Bank Products?

Bank products let you offer your clients powerful financial options at tax time:

• Refund Advances — clients get a portion of their refund upfront
• Fee Withholding — your prep fee is deducted from the refund (no out-of-pocket cost to your client)
• Refund Transfers — refund deposited to a temporary account, fees deducted, remainder sent to client

It's Time to Accelerate

Join the Growth Partner program today for $799.