Skip to main content
Main menu
Includes navigation links and user settings
Browse products
Log in
Major Tax Plus: Service Bureau Mastery Course
From startup to scale: Tax optimization at every stage
$99
one-time purchase
Buy now
Course content
16 sections | 132 lessons
Expand all sections
📚Introduction
2 Lessons
Section 1: 📚Service Bureau Onboarding
6 Lessons
Section 2:✨ Understanding Software, Fees, and Contracts
13 Lessons
Section 3:📚Foundation is Key to Success!
15 Lessons
Section 4:🏗️Service Bureau Marketing, Marketing Presentation, and Business Marketing Audit
7 Lessons
Section 5:📚Service Bureau Recruiting and Sales Training
10 Lessons
Section 6: 📚 How to Hire and Train a Virtual Assistant for Your Service Bureau
9 Lessons
Section 7:📚How to Find Your Avatar Partner
8 Lessons
Section 8:📚 How to Do S-Corp Taxes for Service Bureaus
9 Lessons
Section 9:📢 Public Relations (PR) Training for Service Bureaus
8 Lessons
Section 10:🤝 Conflict Resolution and Effective Communication for Service Bureaus
16 Lessons
Section 11:🏛️ How to Create a Tax Community for Tax Professionals
5 Lessons
Section 12:💵 Financial Planning for Service Bureaus After $100K, $200K, and $500K+ in Revenue
10 Lessons
Section 13:💸 Building Wealth Beyond Your Service Bureau: Roth IRA, Brokerage Accounts, Wills, Trusts, and Life Insurance
8 Lessons
Section 14: How to add new partners in the software -Training Videos
3 Lessons
Section 15: Revenue Share Program
3 Lessons
