TIER 4: MASTERY

SOFTWARE PACKAGE

The Mastery Package is for seasoned tax professionals ready to operate at the highest level by building their own Service Bureau under Cowan Tax & Financial Services.

This advanced package includes expert guidance on creating a powerful brand, recruiting and managing a large team, and scaling your business through strategic marketing and training systems. It’s built for those who want full control, bigger profits, and long-term growth.


You’ll need an active PTIN and EFIN to get started. If your goal is to lead your own network of tax pros and run a full-service bureau, this is your path to mastery.

OFFER INCLUDES:

  • Co-Branding Software

  • The Blueprint to Tax Prodigy Pro

  • Professional Tax Software

  • Software Training

  • Custom Business Name

  • Tech Support

  • Team Building

  • Team Support

  • IRS Registration

  • Offer Tax Loans

  • Client Forms

  • Recruiting Training

  • Full ERO Support Team

  • Bank Registration

  • Tax Law Updates

  • Experienced Business Coach

  • Unlimited Partners

  • Business Payroll Setup

  • Tax Returns Review Before IRS Submission

  • Weekly Check-Ins

  • CRM Automations and Workflow

  • Develop High Performing Website

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!

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