6 Figure Associate

For serious EROs ready to build a full-service business that lasts.

This is our most advanced package—built for tax pros who are scaling beyond solo operations and stepping into full-brand leadership. With unlimited user licenses, professional branding, a custom-designed website, business coaching, and integrated credit education tools, you’re equipped to build a complete, high-revenue tax and financial service business.

What’s Included:

Custom 3-page website design

JotForm client intake system setup

Full branding + graphic design suite (logo, flyers, social templates)

Monthly business coaching sessions

Premium access to tax and credit training

Credit Attack Add-On included

Unlimited Users

Unlimited Tax Returns