TaxSavvy Ascend Tier 3 Package

For tax preparers who are ready to build with more structure, more support, and a stronger business foundation.

The TaxSavvy Ascend Tier 3 Package is designed for tax preparers who are ready to move from just filing taxes to building a real tax business.

This package gives you access to professional tax software, training, business guidance, marketing support, client systems, and weekly coaching to help you grow with more confidence and structure.

Whether you are building your client base, improving your workflow, or preparing to operate more professionally, TaxSavvy Ascend gives you the tools and support to help you level up.

What’s Included

Professional Tax Software Access
Get access to professional tax preparation software so you can prepare individual tax returns using a professional platform.

The Blueprint To Building A Tax Company
Receive business guidance designed to help you understand how to structure, operate, and grow a tax business.

One-On-One Training
Get personalized support to help you better understand your setup, software, client workflow, and next steps.

Software Training
Learn how to navigate the software, enter client information, prepare returns, and understand the filing process.

Custom Business Name Setup
Receive guidance on setting up your business identity professionally so you can begin building your own brand.

Tech Support
Receive support for basic technical questions related to your setup, software access, and workflow.

IRS Registration Guidance
Get guidance on important IRS registration steps, including PTIN and EFIN education where applicable.

Ability To Offer Tax Loans And Refund Advances
Eligible preparers may have the opportunity to offer refund advance options through approved bank products, subject to approval and program requirements.

Client Forms
Receive access to client forms to help organize your intake process and collect important information.

Bank Registration Guidance
Receive guidance on bank product registration requirements and setup steps where applicable.

Tax Law Updates
Stay informed with tax law updates and important reminders throughout the season.

Business Training
Learn how to think like a tax business owner, not just a tax preparer.

Weekly Coaching
Join weekly coaching and support sessions designed to keep you focused, informed, and moving forward.

Experienced Business Coach
Receive guidance from someone who understands tax preparation, business structure, client service, and growth.

Business Payroll Setup Guidance
Receive basic guidance on business payroll setup so you can begin understanding how to operate more professionally as your business grows.

This Package Is Perfect For You If

You already have some tax preparation experience.

You are ready to build your own tax business.

You want more than just software access.

You need structure, training, and accountability.

You want guidance on client intake, compliance, software, and business setup.

You are serious about growing beyond a seasonal side hustle.

You want weekly support while building your tax business.

You are ready to ascend into business ownership with confidence.

Important Note

This package provides software access, training, business guidance, coaching, and support. Results are not guaranteed. Refund advance options, tax loan options, bank products, and software access may be subject to approval, eligibility, compliance requirements, and third-party guidelines.