Legacy Suite + Service Bureau Mentorship

Who is this for?
Perfect for ambitious tax pros who want to fully scale their Service Bureau with one-on-one mentorship, tailored coaching, and advanced business growth strategies over a full year.

What’s included:

• Everything in the Legacy Suite package PLUS:

• 12 one-on-one monthly mentorship sessions — tailored coaching on scaling your Service Bureau and business

• Guidance on software resale business models to maximize backend revenue

• Assistance with website design and setup for professional branding

• Support with CRM integration to manage leads, marketing, and client follow-ups

• Advanced marketing strategy sessions to increase client acquisition and retention

• Service Bureau growth plan including sales coaching to build your reseller network

• Priority calendar access for questions and coaching beyond sessions

• Branded tax software fully customized to you, delivered within 21 business days after intake form completion

• Printed copy of “The Suite Life of a Tax Boss” planner/journal shipped to you

• Professional headshot photoshoot scheduled (date TBD in October/November)

• Access to exclusive mastermind group for top-tier Service Bureau owners

Mentorship Validity:
Mentorship access and sessions are valid for one full year from purchase.