

M&M TAX ADVISORS : Level 4
is designed to help tax professionals establish a successful service bureau business and build a team of over 1,000 tax professionals. Learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies. Please note that a PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required for this package.
THE BLUEPRINT TO M&M TAX ADVISORS SOFTWARE
PROFESSIONAL TAX SOFTWARE
ONE-ON-ONE TRAINING
SOFTWARE TRAINING
CUSTOM BUSINESS NAME
TECH SUPPORT
IRS REGISTRATION
OFFER TAX LOANS
CLIENT FORMS
BANK REGISTRATION
TAX LAW UPDATES
BUSINESS TRAINING
WEEKLY COACHING
EXPERIENCED BUSINESS COACH
BUSINESS PAYROLL SETUP
REVENUE SHARE : NONE
EFIN & PTIN REQUIRED