

The Advanced package isn’t just a program — it’s a blueprint for empire building.
This elite-level package is for seasoned professionals who are ready to go beyond preparing taxes and step into true ownership. You’ll learn how to sell tax software under your own brand, collect backend service bureau fees, and recruit and retain other professionals who fuel your income year after year.
This advanced package is for top tier tax professionals who are ready to shift from business owner to industry leader.
CO-BRANDING SOFTWARE
THE BLUEPRINT TO NEXT LEVEL PRO TAX ACADEMY
PROFESSIONAL TAX SOFTWARE
CUSTOM BUSINESS NAME
TECH SUPPORT
TEAM BUILDING TEAM SUPPORT
IRS REGISTRATION
OFFER TAX LOANS
CLIENT FORMS
RECRUITING TRAINING
FULL ERO SUPPORT TEAM
BANK REGISTRATION
TAX LAW UPDATES
EXPERIENCED BUSINESS COACH
UNLIMITED PARTNERS
BUSINESS PAYROLL SETUP
WEEKLY CHECK-INS
CRM AUTOMATIONS
DEVELOP HIGH PERFORMING WEBSITE

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

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

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

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

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

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.