Learn how to grow a profitable tax & Service bureau business

Learn how to grow your Tax Business to 500+ clients with the right software, training, and support designed specifically for tax professionals. Click on the Learn More to get started and Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth, including full training, marketing assistance, and ongoing tax education support.

Learn how to grow a profitable tax & service bureau business

Learn how to grow your Tax Business to 500+ clients with the right software, training, and support designed specifically for tax professionals. Click on the Learn More to get started and Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth, including full training, marketing assistance, and ongoing tax education support.

WHO SHOULD JOIN to Our Webinar?

  • Are you a tax professional or service bureau who’s struggling to have success in your tax business?

  • Are you a service bureau that's struggling to have 500 tax partners?

  • Are you a tax professional or service bureau stuck at 50 to 150 clients?

  • Do you want to attract more clients?

  • Are you Tired of sharing your hard-earned profit?

  • ARE YOU A service bureau or Tax professional that needs coaching the entire tax season?

  • Are you an experienced tax professional who wants to attract over 500 NEW clients?

  • Are you an experienced service bureau who wants to attract over 500 new partners?

RXT PRO SERIES

Gives You Everything

You Need To Succeed as a tax pro AND SERVICE BUREAU

  • Tax Software

  • tax software training

  • Tax education

  • Tax Law courses

  • Payroll setup

  • Tech support

  • Bank registration

  • Client forms

  • Experienced business coaching

  • The Blueprint to RXT Pro Series

  • Offer tax loans

  • Tax law updates

  • Marketing assistance

  • IRS Due Diligence training

  • Marketing tools

  • Business training

  • Website design

  • Logo design

  • Social media training

  • Business Automation

  • How to brand your business

  • One-on-one coaching

  • IRS registration

  • EFIN & PTIN set up

  • How to attract clients online and offline

  • How to attract over 500 clients

  • How to attract over 500 tax partners

  • Group training

Meet The CEO

Rachel Raymond | Founder and CEO | RXT Pro Series

Rachel Raymond is the Founder and CEO of RXT Pro Series, an experienced tax professional, entrepreneur, Service Bureau owner, software provider, and business mentor who has built her success from the ground up. After entering the tax industry with a determination to create a better future for her family, Rachel transformed her experience as a tax preparer into a multi-six-figure business and eventually expanded into software, mentorship, and Service Bureau

ownership.

Today, she uses the strategies, systems, and lessons that helped her scale to mentor tax professionals at every stage - from first-time PTIN holders to established EFIN and Service Bureau owners. Rachel's approach goes beyond teaching taxes; she focuses on helping entrepreneurs understand how to build the business behind the business, create structure, increase production, develop teams, and position themselves for long-term growth.

Through RXT Pro Series, her goal is to create more knowledgeable, confident, profitable industry leaders who are equipped not only to prepare returns, but to build, lead, scale, and create opportunities for others.

DO NOT MISS THE OPPORTUNITY TO LEARN HOW TO:

  • Purchase Tax Software

  • How to grow your Service BUreau to 500 parnters

  • how to grow your tax business to 500 clients

  • choose a business name and create a logo

  • register for an E-Service accouNt & apply for an EFIN

  • Apply for an EIN

  • Register your business with the state and apply for LLC

  • open a business bank account

  • apply for PTIN

  • purchase education & training

  • determine office location and business model

  • apply for business licenses & permits

  • how to MARKET your tax business online and OFFLINE

  • review the Tax Security Checklist

  • obtain business insurance

  • What office supplies are needed

  • organize a tax office

  • create office compliance

  • train your team members

  • properly open your office

  • Market Your Tax Business

(405) 981-8735

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