NLTP: Builder Package

Only $697 | Revenue Share : None

The Builder package is for tax pros who’ve filed a few returns and are ready to get serious. If you’ve been doing taxes with little to no support, this package helps you lay a solid business foundation with better processes, client systems, and guidance to strengthen your brand and boost your results.

EFIN & PTIN REQUIRED

  • THE BLUEPRINT TO NEXT LEVEL PRO TAX ACADEMY

  • PROFESSIONAL TAX SOFTWARE

  • SOFTWARE TRAINING

  • CUSTOM BUSINESS NAME

  • TECH SUPPORT

  • IRS REGISTRATION

  • OFFER TAX LOANS

  • CLIENT FORMS

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • EXPERIENCED BUSINESS COACH

  • BUSINESS PAYROLL SETUP

  • WEEKLY CHECK INS

  • FULL ERO SUPPORT TEAM

Master The Process: 5 Key Steps To Getting Your Tax Business Started

Explore our premium software packages designed for growth.

Step 1 : Choose your ideal package

Select the package that aligns with your goals and sets the stage for your success in the tax industry.

Step 2 : Review & sign your contract

Make it official by reviewing and signing your agreement to unlock full access to your resources and support.

Step 3 : Schedule Your Onboarding Meet

Join us for your onboarding session where we’ll guide you through the setup process and next steps.

Step 4 : Attend Our Mastery Training

Join us for your onboarding session where we’ll guide you through the setup process and next steps.

Step 5: Launch Your Tax Business

Put your training into action and officially launch your tax business with continued support from our team.

What’s Included With Your Investment?

Personal Coach

Your personal coach is a proven tax industry leader. Someone who’s built their own thriving tax office and helped countless others do the same.

They will serve as your dedicated point of contact for all tax business related support.

They’re not just here to answer questions — they’re here to elevate your entire journey. From mastering your marketing to setting up your office without breaking the bank, your coach will equip you with the strategies, tools, and mindset to turn your vision into a profitable reality. You won’t just be supported — you’ll be led by someone who knows exactly what it takes to win.

Training & Technology

At New Life Financial Pro Tax Software, we empower you to launch and operate your own business with the support of expert training and cutting-edge technology. From day one, you’ll have access to the tools, knowledge, and resources you need to build a profitable and sustainable tax business — all backed by an experienced, trusted brand.

Marketing Strategies

IIn the tax preparation industry, success is driven more by strategic marketing and location than by the act of preparing taxes itself. That’s why we’ve built software so intuitive and user-friendly, anyone can confidently complete a return in minutes. The real challenge? Attracting clients. That’s where we come in. We equip you with proven marketing strategies, insider knowledge, and hands-on guidance to help you cut through the noise, drive traffic, and grow a thriving business from the ground up.

Marketing Strategies

IIn the tax preparation industry, success is driven more by strategic marketing and location than by the act of preparing taxes itself. That’s why we’ve built software so intuitive and user-friendly, anyone can confidently complete a return in minutes. The real challenge? Attracting clients. That’s where we come in. We equip you with proven marketing strategies, insider knowledge, and hands-on guidance to help you cut through the noise, drive traffic, and grow a thriving business from the ground up.

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