FRESH START FINANCIAL SERVICES

(213) 349-5552

FRESH START FINANCIAL SERVICES

(213) 349-5552

Achieve Financial Success with Expert Tax Coaching

Take control of your taxes and unlock financial opportunities

Minimize Tax Liabilities

Enhanced Financial Planning

Peace of Mind

Achieve Financial Success with Expert Tax Coaching

Take control of your taxes and unlock financial opportunities

Through our expert guidance and personalized strategies, you can minimize your tax liabilities legally and ethically. We will help you identify deductions, credits, and exemptions that you may have overlooked, ensuring that you take full advantage of available tax benefits.

Tax planning is not just about reducing your tax bill; it also plays a vital role in your overall financial planning. By integrating tax considerations into your financial strategy, you can optimize your wealth accumulation, retirement planning, and estate planning, ultimately achieving greater financial stability and security.

Tax matters can be stressful, but with our tax coaching services, you can enjoy peace of mind knowing that you have a knowledgeable team supporting you. We will guide you through the complexities of tax laws, provide ongoing support, and help you navigate any tax-related challenges that may arise, ensuring that you are in control of your financial future.

MINIMIZE TAX LIABILITIES

Through our expert guidance and personalized strategies, you can minimize your tax liabilities legally and ethically. We will help you identify deductions, credits, and exemptions that you may have overlooked, ensuring that you take full advantage of available tax benefits.

ENHANCED FINANCIAL PLANNING

Tax planning is not just about reducing your tax bill; it also plays a vital role in your overall financial planning. By integrating tax considerations into your financial strategy, you can optimize your wealth accumulation, retirement planning, and estate planning, ultimately achieving greater financial stability and security.

PEACE OF MIND

Tax matters can be stressful, but with our tax coaching services, you can enjoy peace of mind knowing that you have a knowledgeable team supporting you. We will guide you through the complexities of tax laws, provide ongoing support, and help you navigate any tax-related challenges that may arise, ensuring that you are in control of your financial future.

LEARN HOW TO BECOME a tax Professional

This program is designed for aspiring tax professionals, equipping them with essential knowledge and skills in tax preparation, ultimately preparing them to open their own tax office the following year.

Pricing

Gold

Virtual $199

Silver

Virtual $999

Tax Preparation Training

4 Months of Digital Flyers

60 Days of Marketing Materials

One on One Training with Coach Tanya

Free Software & Training

Proper Documentation Training

Tax Office File Management ($5 Per File)

Platinum

In Person $3999

Platinum +

In Person $5999

Everything included in Gold Plan

Office Manager Training on Back Office

Marketing Training

6 Months of Marketing Ads

6 Digital Flyers for Staff

Efin Set Up Assistance

Ptin Set Up Help for your Staff

Everything included in Platinum Plan

In Person Training at your Location

Credit Repair Course

Business Credit Course

Funding Course

VA Assistant For File Management

Payroll Set Up & Management

Price starting at

$149

BEGINNER

  • Ideal for newcomers to the tax game looking for a wallet-friendly start

  • Start your tax business affordably with a 50/50 revenue split.

  • Ideal for new tax preparers or those looking to save on startup costs.

  • Only PTIN required to jumpstart your business.

  • Includes software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.

Price starting at

$249

INTERMEDIATE

  • Perfect for those with 1.5-2.5 plus years of experience, 10 agents

  • Start your tax business affordably with a 60/40 revenue split.

  • Perfect for tax preparers entering the industry or seeking cost savings.

  • Only PTIN required to kickstart your tax business.

  • Offers software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.

Price starting at

$349

PRO

  • Tailored for the aspiring tax professional ready to step up their game

  • 3-5 years experience, 5 people

  • Start your tax business affordably with a 70/30 revenue split.

  • Tailored for tax preparers starting a tax business or minimizing startup costs.

  • Only PTIN required to jumpstart your tax business.

  • Provides software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.

Price starting at

$999

ADVANCED

  • Tailored for the aspiring tax professional ready to step up their game

  • 5+ years experience

  • One-Time Fee: Custom pricing based on services provided

  • Commission Only: Revenue-based compensation

  • An affordable option with an 80/20 revenue split.

  • Tailored for tax preparers starting a tax business or minimizing startup costs.

  • Only PTIN required to jumpstart your tax business.

  • Provides software training, marketing strategy, limited customer support, bank products, audit protection services, and professional tax software.

HELP ME BUILD MY OFFICE

$2999

ELITE

  • Crafted for seasoned tax experts and business leaders

  • Must be paid in full.

  • No split

  • Ideal for those with a large clientele.

  • Includes software training, marketing strategy, customer support, bank products, audit protection services, and professional tax software.

Virtual Online Tax Course

$199

One-on-One Tax Course

$999

Comprehensive online tax course overing all aspects of tax preparation.

Includes:

  • Access to virtual learning platform.

  • Course material and resources.

  • Marketing materials to help you promote your tax services.

Personalized tax course designed for individual attention and tailored to your specific learning needs.

Includes:

  • Free tax software to practice and enhance your skills.

  • ( PTIN ONLY) 60/40 split partnership opportunity, allowing you to earn a commission on tax returns prepared using our software.

  • EFIN (Electronic Filing Identification Number) included, which eliminates the need to split the profits generated by filing tax returns electronically.

In-Person Training

$3999

Complete Business Package

$5999

Exclusive in-person training conducted for you and your team at a location of your choice.

Includes everything in the above plans:

  • Virtual online tax course (with marketing materials).

  • One-on-One tax course (with free software and EFIN).

  • Focused on enhancing practical skills and providing hands-on training to improve tax preparation techniques.

Comprehensive business package designed to help you establish and grow your tax business. This package includes all the services mentioned above, plus additional features:

  • In-person training for you and your team on advanced topics such as:

    • Tax Course - Expanding your tax knowledge.

    • Credit Repair - Assisting clients to improve their credit scores.

    • Business Credit - Helping businesses establish and build credit.

    • Business Funding - Assisting businesses in securing financing options.

  • Dedicated VA (Virtual Assistant) to manage your tax files and provide administrative support, freeing up your time to focus on growing your business.

We understand that navigating the complex world of taxes can be overwhelming.

That's why we help individuals and businesses save money, reduce stress, and benefit from expert guidance tailored to their specific needs. By partnering with a tax coach, you can take control of your tax situation, make more informed financial decisions, and achieve better long-term financial outcomes.

Why Tax Coaching Matters

Empower Yourself with Knowledge

Understanding tax laws and regulations is crucial for individuals and businesses alike. Our tax coaching services empower you with the knowledge you need to make informed decisions, minimize tax liabilities, and maximize your financial well-being. Our dedicated coaches will work closely with you to demystify complex tax concepts, answer your questions, and provide practical strategies tailored to your unique situation.

Stay Ahead of the Game

Tax laws are constantly evolving, and it can be challenging to keep up with the changes. Our tax coaches stay abreast of the latest updates, ensuring that you receive accurate and up-to-date information. By staying ahead of the game, you can proactively plan for changes, mitigate risks, and seize opportunities to optimize your tax position.

Why Tax Coaching Matters

Empower Yourself with Knowledge

Understanding tax laws and regulations is crucial for individuals and businesses alike. Our tax coaching services empower you with the knowledge you need to make informed decisions, minimize tax liabilities, and maximize your financial well-being. Our dedicated coaches will work closely with you to demystify complex tax concepts, answer your questions, and provide practical strategies tailored to your unique situation.

Stay Ahead of the Game

Tax laws are constantly evolving, and it can be challenging to keep up with the changes. Our tax coaches stay abreast of the latest updates, ensuring that you receive accurate and up-to-date information. By staying ahead of the game, you can proactively plan for changes, mitigate risks, and seize opportunities to optimize your tax position.

Testimonials

Course Outline

How to Prepare Individual and Business Taxes

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Tax Preparation

Covers the essential skills and knowledge needed to accurately prepare and file taxes for individuals and businesses.

Image

Tax Preparer Obligation

Focuses on understanding the legal and ethical responsibilities that tax preparers must adhere to when assisting clients with their tax obligations.

Image

Starting Your Tax Company Business Set-Up

Provides guidance on establishing and structuring a tax company, including necessary permits, licenses, and business registration.

Image

Learning the Basics of Tax & Business Returns

Introduces students to the fundamental concepts and processes involved in preparing tax returns for both individuals and businesses.

Image

Marketing your Tax Business

Teaches strategies and techniques to effectively promote and attract clients to a tax business, including online marketing, networking, and branding.

Image

Tips for New Tax Preparers

Offers valuable insights and practical advice for individuals new to the field of tax preparation, covering topics such as building client relationships, staying updated with tax laws, and managing a successful tax practice.

ServiceS Offered

Experience exceptional service that exceeds your expectations and transforms your needs into remarkable solutions.

Personalized Coaching Sessions

Our tax coaching services are tailored to meet your specific needs. We offer personalized one-on-one coaching sessions where you can discuss your tax concerns, goals, and challenges with our experienced professionals. Through these sessions, we will provide guidance, answer your questions, and equip you with the knowledge and tools to handle your taxes effectively.

Tax Planning and Optimization

Tax planning is a crucial component of financial success. Our tax coaches will analyze your financial situation, identify potential tax-saving opportunities, and develop personalized strategies to optimize your tax position. From maximizing deductions and credits to exploring tax-efficient investment options, we will help you create a comprehensive tax plan that aligns with your long-term goals.

Compliance and Audit Support

Navigating tax compliance can be complex, especially with the ever-increasing scrutiny from tax authorities. Our tax coaching services include assistance with tax compliance, ensuring that you meet all the necessary reporting requirements accurately and on time. In the event of an audit, our experienced coaches will provide guidance, support, and representation, helping you navigate the process with confidence.

Course Outline

How to Prepare Individual and Business Taxes

Image

Tax Preparation

Covers the essential skills and knowledge needed to accurately prepare and file taxes for individuals and businesses.

Image

Tax Preparer Obligation

Focuses on understanding the legal and ethical responsibilities that tax preparers must adhere to when assisting clients with their tax obligations.

Image

Starting Your Tax Company Business Set-Up

Provides guidance on establishing and structuring a tax company, including necessary permits, licenses, and business registration.

Image

Learning the Basics of Tax & Business Returns

Introduces students to the fundamental concepts and processes involved in preparing tax returns for both individuals and businesses.

Image

Marketing your Tax Business

Teaches strategies and techniques to effectively promote and attract clients to a tax business, including online marketing, networking, and branding.

Image

Tips for New Tax Preparers

Offers valuable insights and practical advice for individuals new to the field of tax preparation, covering topics such as building client relationships, staying updated with tax laws, and managing a successful tax practice.

ServiceS Offered

Experience exceptional service that exceeds your expectations and transforms your needs into remarkable solutions.

Personalized Coaching Sessions

Our tax coaching services are tailored to meet your specific needs. We offer personalized one-on-one coaching sessions where you can discuss your tax concerns, goals, and challenges with our experienced professionals. Through these sessions, we will provide guidance, answer your questions, and equip you with the knowledge and tools to handle your taxes effectively.

Tax Planning and Optimization

Tax planning is a crucial component of financial success. Our tax coaches will analyze your financial situation, identify potential tax-saving opportunities, and develop personalized strategies to optimize your tax position. From maximizing deductions and credits to exploring tax-efficient investment options, we will help you create a comprehensive tax plan that aligns with your long-term goals.

Compliance and Audit Support

Navigating tax compliance can be complex, especially with the ever-increasing scrutiny from tax authorities. Our tax coaching services include assistance with tax compliance, ensuring that you meet all the necessary reporting requirements accurately and on time. In the event of an audit, our experienced coaches will provide guidance, support, and representation, helping you navigate the process with confidence.

NOW YOU CAN BOOST YOUR CREDIT WHILE FILING TAXES!


At FRESH START FINANCIAL, we don't just help you file your taxes; We also offer expert credit repair services. As your trusted tax agent, we can identify opportunities to improve your credit score, potentially leading to better financial outcomes.

software only? No Problem!


Streamline your tax and credit repair business with our all-in-one software, designed with built-in automations to make tax season a breeze. Whether you're a tax preparer or not, this tool is perfect for managing your operations efficiently.

Join countless satisfied clients who have achieved financial success with US!

2023 © Fresh start financial All Rights Reserved

2023 © Fresh Start Financial All Rights Reserved