TIER 3: PRIME

SOFTWARE PACKAGE


The Prime Package is built for experienced tax professionals ready to launch their own business and build a thriving team under Cowan Tax & Financial Services.


This package includes in-depth training on branding, team development, marketing, and leadership—everything you need to grow your operation and effectively train your team. Whether you’re expanding or starting strong, we provide the tools and support to help you scale fast.

An active EFIN and PTIN are required. If you’re serious about running a professional, high-performing tax business, this package was made for you.

OFFER INCLUDES:

  • The blueprint to CTFS

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Full ERO Support Team

  • Client Forms

  • Bank Registration

  • Tax Law Updates

  • Experienced Business Coach

  • Business Payroll Setup

  • Weekly Check-Ins

QUICK LINKS

ABOUT US

IRS.GOV

1-ON-1 COACHING

MENTORSHIP

THANK YOU FOR CHOOSING COWAN TAX & FINANCIAL SERVICES!

We’re dedicated to helping you achieve your goals, whether it’s starting your dream business, finding the perfect work-from-home opportunity, or simplifying your tax journey. Your success is our priority, and we’re grateful to be part of your journey. Let’s grow together!

Cowan Tax & Financial Services © | All Rights Reserved 2024