Build a Thriving Tax Business — Without Becoming a Partner

You don’t have to be a BTS software partner to launch and scale a successful tax bureau. This premium mentorship program is built for driven entrepreneurs who want hands-on guidance, strategic planning, and insider systems — without committing to a full software package.

Whether you’re new to the tax industry or an experienced pro looking to expand, this program offers step-by-step mentorship to build a business that runs like a firm.

$2,500.00

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What We’ll Cover:

  • 🧭 Goal Clarity & Business Review
    We’ll walk through your vision, current status, and target outcomes so you can move forward with intention.

  • 🧠 Strategy Breakdown
    Whether you’re prepping for your first tax season or building a multi-preparer team, we’ll help shape the game plan.

  • 💼 Software Options
    Compare BTS tools for tax preparers, service bureaus, or business owners and decide what fits your workflow best.

  • 📣 Q&A Session
    Get answers to all your questions — no fluff, just real talk to help you move forward.

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 4 Simple Steps to Launch with BTS

We've eliminated the guesswork. Follow these four simple steps to get started with your new tax business:

Purchase and book your 1-on-1 consultation session

Complete the BTS Business Discovery Form

Prepare for your upcoming consultation

Show up ready — we’ll map out your path to success

Book Your 1 on 1

You’ll be fully supported as you get licensed, trained, and ready to serve clients during tax season and beyond.

1-on-1 Consultation FAQ's

You’ll get a full 60-minute strategy session tailored to your goals — covering software options, business planning, and mentorship guidance.

The session is $99 — and that amount is applied as a credit toward any BTS package you choose afterward.

It’s a virtual session via phone or video call — so you can meet with us from anywhere, hassle-free.

You’ll meet directly with a certified BTS Tax Software expert who will guide you based on your current experience and goals.

Yes — once you book, you’ll receive a short business discovery form. Filling it out in advance helps us tailor the session to you.

That’s totally fine! This session is perfect for beginners. We’ll help you understand your next steps and how to get started.

Yes! If you're considering building a service bureau or managing preparers, we’ll go over the path and what tools you'll need.

No — we’ll cover branding, setup, scaling strategy, pricing, marketing, and whatever is most relevant to your business stage.

Absolutely. This is your time to ask anything you need to feel confident moving forward with your tax business.

You’ll receive a follow-up email with a recap, links to your recommended package, and your $99 credit applied.

No problem — just use the link in your confirmation email or contact us at least 24 hours in advance to reschedule.

Yes! Whether you’re just starting or scaling, this consultation is designed to meet you where you are and help you grow.

Ready to Take Your First Step? BTS Tax Software is dedicated to helping emerging tax professionals build real businesses — with real support. We’ve helped hundreds take their first confident step into the tax industry. Now it’s your turn. 📧 Have questions? Reach out at info@btstaxsoftware.com 📱 Follow us on Instagram: @btstaxsoftware 🔗 Explore More:
  • Book a Consultation
  • Service Bureau Coaching
  • Become a BTS Partner
  • Learn About Our Tax Services

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