The Solution Done-for-You Partnership Package

The Solution Package is our ultimate office setup experience. This is for the brand that wants the all-inclusive white glove experience office setup. We will work with you to establish your brand from inception to execution.

This package includes:

• EFIN Application Assistance 

• Tax Software with Technical Support & Mobile App

• Bank Registration

• EFIN Application Assistance

• Business and Office Setup

  • Personalized Client Intake Forms

  • Tax Office Backend Automation

  • Business Formation Filing (Locality fees not included)

    • EIN Filing

    • Virtual Address

    • Business Phone Number (Fax if requested)

    • Domain 

    • Business Email Setup 

    • State Sales Tax Permit

    • Business Bank Account Matching

• Branding & Marketing Package

  • Logo Suite w/Brand Board

    • Primary

    • Alternate

    • Submark

  • Website Design

  • (5) Social Media Content Pack

  • (3) Social Media Templates

    • (2) Post Templates

    • (1) Story Template

  • e-Flyer 

  • Facebook Banner

  • IG Highlight Covers

  • Email Campaign Design

  • Tax Season Social Media Management (December 1st-April 15th)

  • Business Card Design & 250 Prints

  • *BONUS 300+ Pre-Made Canva Graphics

• Solutions to Securing the Bag Planner Kit 

  • Tax Preparer Planner

  • Agenda

  • Workbook

• Client Incentive Offerings