TAX PARTNERSHIP

BUILD • LEARN • EARN • GROW

BELIZAIRE FINANCIAL SERVICES TAX PARTNERSHIP

LEARN THE SKILL.
BUILD THE CLIENTS.
EARN THIS TAX SEASON.

Get the professional tax software, tax law training, CRM, marketing tools, systems, and ongoing support to build your clientele and step into tax season prepared.

JOIN THE TAX PARTNERSHIP — $399 →

$99 DOWN UPON ENROLLMENT

THE REST WILL BE DEDUCTED FROM YOUR PREP FEES.

Tax Software • Tax Law Training • CRM • Marketing • Support

Smiling professional woman in a navy suit using a laptop in modern office

Professional
Tax Software

Tax Law
Training

Client
CRM

Marketing
Tools

Ongoing
Support

EVERYTHING YOU NEED

More Than Tax Software.

Your $399 Tax Partnership gives you access to the tools, training, systems, and resources designed to help you get started, stay organized, attract clients, and grow throughout tax season.

Professional Tax Software

Prepare and electronically file client returns (subject to program requirements).

Tax Law Training

Ongoing education on tax law, filing statuses, credits, deductions, and more.

CRM & Client Systems

Manage leads, clients, and follow-up with a professional system.

Forms & Funnels

Client intake and lead-generation tools to grow your business.

Marketing Support

Ready-to-use marketing materials and strategies to attract clients.

Community & Support

Live training, replays, resources, and a network of tax professionals.

EVERYTHING YOU NEED TO GET STARTED

$399

$99 TAX PARTNERSHIP ENROLLMENT

THE REST WILL BE DEDUCTED TO YOUR PREP FEES.

JOIN THE TAX PARTNERSHIP →

No monthly fees. No hidden costs.

Build Today
for a Brighter
Tomorrow

IS THIS PARTNERSHIP FOR YOU?

You May Be a Great Fit If You...

You want to learn how to prepare taxes professionally.
You already prepare taxes but want stronger systems and support.
You want access to professional tax software.
You want to build and manage your own clientele.
You're serious about making the most of tax season.

JOIN THE TAX PARTNERSHIP →

Smiling professional man in a suit wearing glasses working on a laptop

LEARN. BUILD. EARN. GROW.

LEARNDevelop tax knowledge through training, weekly sessions, and ongoing education.

BUILDUse marketing strategy, materials, and systems to build your clientele.

EARNPut your skills to work serving clients during tax season. Individual results vary.

GROWStrengthen your systems, experience, client relationships, and tax-business foundation.

How It Works

01 JOIN

Enroll in the Tax Partnership for $99.

02 COMPLETE ONBOARDING

Submit required information and agreement.

03 GET SET UP

Receive access to software, CRM, training, and resources.

04 LEARN + MARKET

Attend training, use marketing tools, and start building your clientele.

05 PREPARE

Put the tools and systems to work this tax season.

Frequently Asked Questions

How much is the Tax Partnership?

The Tax Partnership enrollment is $199 as a one-time enrollment fee, subject to the current offer terms.

Is tax software included?

Professional tax software access is included as part of the partnership, subject to applicable onboarding and program requirements.

Is training included?

Yes. The partnership includes tax law training, weekly live training, course/community access, software support, and additional resources.

Do I receive clients?

The partnership provides marketing tools, strategy, funnels, and systems to help you build clientele. A specific number of clients is not guaranteed.

Do I need experience?

The program can support different experience levels. Partners must complete applicable onboarding, training, and professional requirements before preparing returns.

Is $199 a monthly fee?

The advertised partnership enrollment is a one-time $199 fee unless separate optional services or future terms are clearly disclosed.

Your Effort Still Matters.

Belizaire Financial Services provides tools, training, systems, resources, and support. Partners are responsible for participating, learning, marketing, building client relationships, following applicable requirements, and putting the resources into action.

Important: Belizaire Financial Services does not guarantee any specific income, number of clients, number of tax returns, refund amount, or business result. Individual results depend on factors including participation, marketing efforts, experience, client acquisition, compliance, and other circumstances.

READY TO MAKE TAX SEASON COUNT?