3D Mentorship Program The Power Playbook

Premium Tax Business Launch Package

The Premium Tax Business Launch Package is a complete, end‑to‑end business setup designed for independent tax professionals who want to launch, brand, secure, and operate a fully compliant tax office with confidence.

This is not just mentorship.

This is not just training.

This is a full business ecosystem built for serious tax entrepreneurs who want structure, systems, and long‑term success.

⭐ What’s Included in Your Business Launch Package

✔️ Professional Tax Software Access

You receive full access to industry‑standard tax preparation software, configured for your business and ready for use. This includes setup, onboarding, and guidance on how to operate efficiently during tax season.

✔️ Continuing Education (CE) Credits

Stay compliant and elevate your professional standing with CE credits included in your package. These credits support your ongoing development and ensure you meet industry requirements.

✔️ Google Admin Business Identity Setup

Your business receives a complete Google Admin setup, including:

• Custom domain configuration
• Professional business email creation
• Branding setup
• Security and compliance configuration
• Admin console setup
• Multi‑factor authentication
• User roles and protections

This establishes your business identity, protects your brand, and ensures your office meets modern security standards.

✔️ Business Branding & Domain Setup

Your domain is fully branded for your tax business, including email identity, workspace access, and professional presentation across all platforms.

✔️ Security & Compliance Configuration

Your business receives a full security setup aligned with IRS Publication 4557 and FTC Safeguards Rule best practices. This includes:

• Account protection
• Data security settings
• Compliance guidance
• Secure communication setup

✔️ Workspace Access (Microsoft Teams)

You gain access to a private workspace designed for onboarding, training, communication, and support. This includes:

• Dedicated channels
• Community access
• Resource libraries
• Support spaces
• Mentorship communication

✔️ Mentorship & Training

You receive structured mentorship covering:

• Tax office operations
• EFIN holder responsibilities
• Compliance
• Client management
• Team structure
• Business systems
• Leadership development

This mentorship ensures you understand how to operate your tax business professionally and confidently.

✔️ SOPs, Templates & Business Systems

Your package includes the essential documents and systems every tax office needs, including:

• Standard operating procedures
• Intake forms
• Compliance documents
• Onboarding workflows
• Business structure templates
• Client management tools

✔️ Full Business Onboarding Experience

You receive a guided onboarding process that walks you through every step of launching your tax business, from identity setup to software access to workspace integration.

⭐ Who This Package Is For

This package is designed for tax professionals who:

• Are launching a new tax business
• Want a complete, professional setup
• Need software, CE credits, and compliance
• Want branding and security done correctly
• Prefer a guided, structured launch
• Want mentorship and support
• Want to operate like a CEO, not a seasonal preparer

If you’re ready to build a legitimate, secure, branded tax office with professional systems and long‑term support, this package is for you.

⭐ Your Tax Business, Fully Built

This is the most complete, high‑value package available for independent tax entrepreneurs.

You’re not just getting training — you’re getting a fully structured business foundation.

When you enroll, you step into a system designed to help you launch, grow, and scale your tax business with confidence.