BUSINESS PLAN

For Tax Professional

M4 Tax Pros All-in-One Package for Starting and Growing

your Tax Business

Everything you need to launch, manage, and scale your tax business

with confidence.

30 mins | $1,500- $3,500 (Pay later)

✔️ Business Plan

Get a step-by-step roadmap to launch and grow your tax business successfully.

✔️ Office Compliance Forms (WISP Forms, Due Diligence Checklist, Compliant Intake Form)

Stay fully compliant with ready-to-use forms for every aspect of your office operations.

✔️ Low Back-End Fees ($89–$99 Plus Transmission)

Keep your costs low while accessing powerful tax software and banking tools.

✔️ Marketing Resources (3 Custom Flyers: Meet the CEO, Agents Wanted, Services Offered + Access to 100+ Business Templates)

Promote your services effortlessly with professionally designed flyers and templates.

✔️ Custom Onboarding Meeting

Get personalized guidance to set up your business and software for maximum efficiency.

✔️ Optional Virtual Assistant Program

Save time and streamline operations with expert support tailored to your needs.

✔️ Everything in the Basic Software Package

Access all the essential tools you need to run your tax business smoothly.

BUSINESS PLAN

For Tax Professional

M4 Tax Pros All-in-One Package for Starting and Growing your Tax Business

Everything you need to launch, manage, and scale your tax business with confidence.

30 mins | $1,500- $3,500

(Pay later)

✔️ Business Plan

Get a step-by-step roadmap to launch and grow your tax business successfully.

✔️ Office Compliance Forms (WISP Forms, Due Diligence Checklist, Compliant Intake Form)

Stay fully compliant with ready-to-use forms for every aspect of your office operations.

✔️ Low Back-End Fees ($89–$99 Plus Transmission)

Keep your costs low while accessing powerful tax software and banking tools.

✔️ Marketing Resources (3 Custom Flyers: Meet the CEO, Agents Wanted, Services Offered + Access to 100+ Business Templates)

Promote your services effortlessly with professionally designed flyers and templates.

✔️ Custom Onboarding Meeting

Get personalized guidance to set up your business and software for maximum efficiency.

✔️ Optional Virtual Assistant Program

Save time and streamline operations with expert support tailored to your needs.

✔️ Everything in the Basic Software Package

Access all the essential tools you need to run your tax business smoothly.

Contact M4 Tax Pros Today

Whether you’re filing your taxes, planning ahead, or need expert tax support, our team is here to help.

Send us a message and let’s take the stress out of your tax situation together.

Copyright © 2023 M4 Tax Pros.

All Rights Reserved.

Company

Services

Copyright © 2023 M4 Tax Pros.

All Rights Reserved.

Company

Services