Our Services
TAX PREPARATION
Accurate, professional tax preparation for individuals and business owners with a focus on maximizing every legal deduction.
CREDIT REPAIR
Improve your credit profile with strategic solutions designed to help you qualify for homes, vehicles, and business funding.
TAX PROFESSIONAL TRAINING
No experience? No problem. We provide comprehensive training and mentorship to help you launch your own tax preparation business.
FINANCIAL
EDUCATION
Learn practical strategies for budgeting, wealth building, business ownership, and creating generational wealth.
LIFE INSURANCE (Coming Soon)
Protect your family’s future with life insurance solutions designed to build security and long-term financial stability.
What We Offer:
LEVEL 1: THE TAX PRO STARTER PACKAGE (PTIN)
Your First Step Into the Tax Industry
No Experience Needed
If you’ve been wanting to become a tax professional but don’t know where to start, this is the perfect foundation. The Level 1 Tax Pro Starter Package is designed for beginners who are ready to learn the tax industry the right way.
You’ll receive step-by-step training, mentorship, and the tools you need to confidently prepare tax returns, stay compliant, and begin building your own tax business.
Investment: $199
Revenue Share: 70/90
PTIN Required
GET STARTED TODAY
What's Included:
✔️ PTIN Setup & Registration Assistance
✔️ Beginner-Friendly Tax Training
✔️ Federal Tax Return Preparation
✔️ Deductions & Credits Training
✔️ Client Intake Forms & Templates
✔️ Tax Law Updates Throughout the Season
✔️ Private Community Access
✔️ Professional Tax Software Access
✔️ IRS Compliance & Tax Fundamentals
✔️ Common Tax Forms & Filing Procedures
✔️ E-Filing & Client Submission Process
✔️ Tech Support
✔️ Basic Marketing Guide to Get Your First Clients
✔️ Weekly Mentorship & Q&A Support
✔️ Experienced Business Coach
LEVEL 2: ELEVATION BUILDER SUITE
PROFESSIONAL PACKAGE(PTIN + EFIN)
Step Into Ownership and Start Running Your Own Tax Business
You’ve mastered the basics—now it’s time to build your own business. The Level 2 Elite Tax Professional Package is designed for tax preparers who are ready to operate independently, increase their earning potential, and establish a professional tax brand.
This package provides advanced training, EFIN guidance, client acquisition strategies, and the systems needed to confidently run your own tax office. Whether you’re looking to work from home or build a full-service tax business, you’ll have the mentorship, resources, and support to grow successfully.
Investment: $499
Revenue Share: NONE
PTIN & EFIN Required
GET STARTED TODAY
What's Included:
✔️ EFIN Application & Approval Assistance
✔️ Professional Tax Software Access
✔️ Branding & Pricing Guidance
✔️ Client Forms & Engagement Templates
✔️ Technology Support
✔️ Private Support Community
✔️ Marketing Resources & Social Media Templates
✔️ Advanced Individual Tax Preparation Training
✔️ Client Acquisition & Lead Generation Strategies
✔️ Tax Office Setup Training
✔️ Tax Law Updates
✔️ Weekly Live Mentorship
✔️ Experienced Business Coach
✔️ Best Practices for Growing a Tax Business
✔️ Business Return Preparation (Schedule C, LLC & 1099 Income)
LEVEL 3: ELEVATION PRO SUITE (PTIN + EFIN)
Build a Team, Scale Your Business, and Create Multiple Streams of Income
You’re no longer just preparing tax returns—you’re building a business that can grow beyond you. The Level 3 Tax Business Builder Package is designed for tax professionals who are ready to recruit, lead, and scale while creating long-term wealth.
This package teaches you how to build a successful tax organization, recruit and train tax professionals, generate recurring revenue, and create systems that allow your business to grow year after year. You’ll receive advanced business coaching, leadership training, and the tools to become a true tax business owner.
Investment: $699
Revenue Share: NONE
PTIN & EFIN Required
GET STARTED TODAY
What's Included:
✔️ Tax Software Reseller Rights
✔️ Leadership & Team Management Coaching
✔️ Advanced Marketing & Sales Scripts
✔️ Business Systems & Automation Training
✔️ Full ERO Support
✔️ Private Leadership Community
✔️ Tax Law Updates
✔️ Business Growth Blueprint
✔️ Team Building & Recruitment Training
✔️ Commission Structure Setup
✔️ Professional Tax Software
✔️ Business Setup Support
✔️ Weekly Leadership Coaching Calls
✔️ Technology Support
✔️ Scaling & Operations Strategies
✔️ Ongoing Mentorship & Accountability
LEVEL 4: THE ELEVATION EXECUTIVE SERVICE BUREAU PACKAGE (PTIN + EFIN)
Build, Lead, and Scale Your Own Tax Empire
Level 4 is the highest level of the Elevation Wealth Group Tax Academy. This exclusive package is designed for entrepreneurs who are ready to own and operate a full-service tax business with the infrastructure, systems, and leadership needed to build a lasting legacy.
As an Elevation Service Bureau CEO, you’ll receive the tools, technology, coaching, and support to confidently lead your own organization, onboard tax professionals, manage multiple locations or virtual teams, and create scalable income year after year.
This isn’t just about preparing tax returns—it’s about building a company that continues to grow beyond tax season.
Investment: $999
Revenue Share: NONE
PTIN & EFIN Required
GET STARTED TODAY
What's Included:
✔️ Full Elevation Service Bureau Setup
✔️ EFIN Hosting
✔️ Team Building & Leadership Training
✔️ CRM Automation & Workflow Setup
✔️ Business Payroll Setup
✔️ Full ERO Support Team
✔️ Unlimited Partner Support
✔️ Operations & SOP Development
✔️ Private CEO Mastermind Community
✔️ Co-Branded Professional Tax Software
✔️ Complete Back-Office System
✔️ CRM Automation & Workflow Setup
✔️ Recruiting & Onboarding Systems
✔️ Tax Return Review Before IRS Submission
✔️ Weekly CEO Coaching & Accountability Calls
✔️ Advanced Business Strategy & Scaling
✔️ Marketing & Business Growth Systems
✔️ Priority Technical Support
✔️ Ongoing Tax Law & Compliance Updates
Why Choose Elevation Wealth Group?
Because we’re more than a tax company.
We’re committed to helping people create real financial change.
Why Clients Choose Us:
* Professional and personalized service
* Transparent communication
* Year-round support
* Experienced tax professionals
* Comprehensive financial solutions
* Business-minded mentorship
* Community focused
* Passionate about helping families build wealth
We don’t just file taxes.
WE HELP PEOPLE BUILD BETTER FINANCIAL FUTURES.
Contact Us For Financial Solutions Now.
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