TIER 2: 60/40 Split Onboarding Package
Builder Tax Pro Package – Grow Your Clientele
Congrats on leveling up! You’ve got some experience, and now you’re ready to grow. This 60/40 split allows you to earn more while still getting support and leads.
You’ll Receive:
- Full software access
- Customizable client forms + contracts
- Social media templates and flyer bundle
- Branding assistance (email, logo, etc.)
- Use of my EFIN
- Optional client referrals
Your Responsibilities:
- Optional client referrals
- Submit clean returns for approval
- Respond promptly to client questions
- Bring in at least 3 new clients per week
- Maintain high-quality service
Compensation:
You earn 60% of the return fee. The business retains 40%. Weekly payouts every Friday.
Ready to start your own tax business?
Grab our step-by-step eBook — written by the pros at Tax Savvy.”
📘 Money Talks: How to Boss Up and Become a Tax Pro