discover

how to scale YOUR tax business to

6 to 7 figures!

Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth.

  • Are you a tax professional or service bureau who’s struggling to have success in your tax business?

  • Are you a service bureau that's struggling to have 500 tax partners?

  • Are you a tax professional or service bureau stuck at 50 to 150 clients?

  • Do you want to attract more clients?

  • Are you Tired of sharing your hard-earned profit?

  • ARE YOU A service bureau or Tax professional that needs coaching the entire tax season?

  • Are you an experienced tax professional who wants to attract over 500 NEW clients?

  • Are you an experienced service bureau who wants to attract over 500 new partners?

ClearFile Tax Pro Gives You Everything You Need To Succeed as a tax pro AND SERVICE BUREAU

  • Tax Software

  • tax software training

  • Tax education

  • Tax Law courses

  • Payroll setup

  • Tech support

  • Bank registration

  • Client forms

  • Experienced business coaching

  • The Blueprint to The Tax Bizz

  • Offer tax loans

  • Tax law updates

  • Marketing assistance

  • IRS Due Diligence training

  • Marketing tools

  • Business training

  • Website design

  • Logo design

  • Social media training

  • Business Automation

  • How to brand your business

  • One-on-one coaching

  • IRS registration

  • EFIN & PTIN set up

  • How to attract clients online and offline

  • How to attract over 500 clients

  • How to attract over 500 tax partners

  • Group training

MEET THE CEO

With over 18 years of expertise in business services, I specialize in guiding professionals toward building profitable and sustainable tax businesses. As the CEO of ClearFile Tax Services, I bring extensive knowledge of tax law, compliance, and business strategy, along with proven systems designed for growth. My commitment is to equip tax professionals with the skills, resources, and industry insights they need to succeed at the highest level.

DO NOT MISS THE OPPORTUNITY TO LEARN HOW TO:

  • Purchase Tax Software

  • How to grow your Service BUreau to 500 parnters

  • how to grow your tax business to 500 clients

  • choose a business name and create a logo

  • register for an E-Service accouNt & apply for an EFIN

  • Apply for an EIN

  • Register your business with the state and apply for LLC

  • open a business bank account

  • apply for PTIN

  • purchase education & training

  • determine office location and business model

  • apply for business licenses & permits

  • how to MARKET your tax business online and OFFLINE

  • review the Tax Security Checklist

  • obtain business insurance

  • What office supplies are needed

  • organize a tax office

  • create office compliance

  • train your team members

  • properly open your office

  • Market Your Tax Business