Designed for professionals ready to move beyond tax preparation and begin building a growing team of successful tax professionals.

Leadership starts with a strong foundation.

The Team Lead Package is ideal for tax professionals who are ready to expand their impact by recruiting, mentoring, and supporting other preparers while continuing to grow their own business.

This package combines professional software access with leadership-focused resources designed to help you increase revenue while creating opportunities for others.

What's Included :

• Everything in the Beginner Package

• Team Growth Resources

• Leadership Development

• Advanced Software Access

• Business Support

• Enhanced Technical Support

• Growth Strategies

Who This is For:

• Growing Tax Businesses

• Team Leaders

• Office Managers

Requirements:

• PTIN Required