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Partnership Packages

Digital

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Independent Tax Preparer - Premium

Everything in Standard, plus:<br>1:1 Business Setup Call (45 mins)<br>3 Lead Referrals during peak season <br>Editable marketing templates<br>Personalized support from a team member (email/ phone/ text)

$699.00

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Suboffice Registration

Includes:<br>Use of your own EFIN under the Sisters Tax Prep umbrella or use our EFIN<br>Admin dashboard to manage client records + team activity<br>Secure tax software platform<br>Backend compliance tracking tools<br>Internal training documents + onboarding guidance<br>Tech support + seasonal help desk access<br>Suboffice listing on our website<br>Fee split or per return (your choice!)<br>30 Days of Instagram Ads Guide

$899.00

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White Label Software Reseller

Includes:<br>Your own branded tax software portal<br>Resell software to your own team of tax preparers<br>Admin dashboard to manage users, pricing, and permissions<br>Personalized onboarding + tech setup<br>Custom domain connection<br>Built-in compliance tools &amp; e-signature features<br>Unlimited returns per preparer<br>Technical support for you and your users<br>30 Days of Instagram Posts Digital Guide<br>Complete Marketing Strategy Digital Guide

$1,199.00

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Tax Business Digital Starter Kit

Your complete roadmap to launching a professional tax preparation business.<br>This all-in-one digital download is designed for aspiring tax pros and new business owners ready to hit the ground running. Whether you&#39;re starting from scratch or making your side hustle official, the Tax Business Digital Starter Kit gives you everything you need to set up, grow, and manage a successful tax business with confidence.<br><br>✅ Step-by-step business setup checklists<br>✅ Licensing and legal guidance<br>✅ Business plan template<br>✅ Pricing strategy + service menus<br>✅ Client intake forms, contracts, and templates<br>✅ Marketing tools <br>✅ Bonus: $100 OFF your tax software with Sisters Tax Prep<br><br>No fluff — just clear guidance, proven tools, and resources you can put to work immediately.

$199.00

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30-Day Instagram Content Calendar for Tax Professionals

Ready-to-Use Captions • Hashtags • Visual Ideas • Engagement Strategy<br>Stop guessing what to post and start growing your tax business with ease.<br><br>This complete 30-day Instagram content calendar is designed specifically for tax professionals who want to attract clients, build authority, and stay consistent on social media — without spending hours writing or planning.<br><br>Inside, you’ll get:<br><br>✅ 30 Daily Post Ideas with Captions and Hashtag Sets<br>✅ Visual Suggestions for Carousels, Reels, Images &amp; Stories<br>✅ Strategic Posting Schedule by Time of Day<br>✅ Engagement Tips, Story Prompts &amp; Follower Growth Goals<br>✅ Bonus: Hashtag Strategy, Tools List, Repurposing Plan &amp; Success Checklist<br><br>Whether you’re just starting out or looking to level up your Instagram presence, this calendar makes it simple to show up, stand out, and get clients.<br><br>🧾 Perfect for:<br>Solo tax preparers<br>Tax office owners<br>Bookkeepers and finance coaches<br>Anyone in the tax industry ready to grow online<br><br>📦 Instant digital download.<br><br>Grow your presence. Build trust. Book more clients.<br><br>Download your 30-day content plan today!

$99.00