01
Software + Tax Education
Tax Software
Tax Software Training
Tax Education
Tax Law Courses
Tax Law Updates
IRS Due Diligence Training
EFIN & PTIN Setup
Software Included
Coaching Included
Marketing Support
Business Training
The Opportunity
This Isn’t A Job.
It’s A Skillset That Pays You.
Everyone is looking for income, but not enough people are building skills that can generate it. As a tax partner with Flourish Financial Group, you gain access to the education, technology, coaching, branding, and business support designed to help you build with confidence.
02
Business Operations
Payroll Setup
Tech Support
Client Forms
Business Automation
Business Training
IRS Registration
03
Marketing + Client Growth
Marketing Assistance
Marketing Tools
Social Media Training
Attract Clients Online + Offline
How To Attract 500+ Clients
04
Branding + Visibility
Website Design
Logo Design
How To Brand Your Business
05
Coaching + Support
Experienced Business Coaching
One-On-One Coaching
Group Training
The Flourish Financial Group Blueprint
Ecosystem
The Flourish Financial Ecosystem.
Every successful tax professional starts somewhere. Whether you're planting your first seed or leading an entire organization, there’s a package designed to support your next stage of growth.
Beginner
Tier 01
Sprouting Tax Pro
$349
50 / 50 Split
Best for beginners who are entering the tax industry and need the foundational tools, training, and support to get started.
Foundations
Beginner-friendly training, learning the foundations of tax preparation, understanding the basic workflow, and building confidence before working with clients.
Software + Support
Tax software access, community support, basic platform guidance, and access to resources designed to help you understand the tools you’ll use during tax season.
Getting Started
Guidance designed to help you move from learning into action, understand your next steps, and begin building your foundation as a tax professional.
Intermediate
Tier 02
Budding Tax Pro
$349
60 / 40 Split
Best for tax professionals who understand the basics and are ready to strengthen their visibility, strategy, and income potential.
Training + Growth
Intermediate-level training designed to help you improve your skills, strengthen your confidence, and better understand how to operate during tax season.
Marketing + Branding
Marketing guidance, branding support, visibility strategies, and practical direction to help you position yourself more professionally and attract more clients.
Income Strategy
Income growth strategies focused on helping you build stronger client activity, increase your earning opportunities, and move beyond the beginner stage.
Team Lead
Tier 03
Flourishing Tax Pro
$349
70 / 30 Split
Best for experienced tax professionals who are ready to strengthen their leadership, systems, and ability to grow beyond themselves.
Advanced Training
Advanced tax training designed to strengthen your existing knowledge, improve your decision-making, and prepare you for more responsibility during tax season.
Leadership + Systems
Leadership development, business systems, workflow guidance, and structure designed to help you operate more efficiently while supporting additional people.
Expansion
Expansion strategies focused on helping you move from individual production into team development, stronger operations, and greater long-term business growth.
Executive
Tier 04
Canopy Package
$1,297
80 / 20 Split
Best for established tax professionals and business owners who want deeper mentorship, systems, leadership, marketing, and expansion support.
Foundation Building
Build a stronger business foundation with strategic structure, planning for the tax season, operational guidance, and the systems needed to support long-term growth.
Marketing + Branding
Social media marketing strategies, offline marketing strategies, branding your business strategies, how to grow your business to 6-figures, and business strategies.
Systems + Operations
Effective operating systems, planning for the season strategies, how to build effective systems and processes, contracts and agreements, business automation, company payroll setup, and AI agent creation.
Team + Leadership
How to build a strong team, how to build and train your team, how to train virtual assistants, and how to recruit new partners.
Education + Expansion
How to start a successful tax business, recommended tax courses, and how to create an online university.
CEO Strategy + Support
Pick the CEO brain and Q/A support designed to give you direct access to higher-level strategy, guidance, and business insight.
Application Process
We Made The Process Easy For You.
Your next season with Flourish starts with a simple application. From screening to onboarding and training, each step is designed to prepare you to enter the season with clarity, structure, and support.
01
Apply
Submit Your Application
Tell us about yourself, your goals, and where you currently are in your tax-business journey.
02
Review
Complete Initial Screening
Your application is reviewed to determine alignment and the next best step within the Flourish Financial Group ecosystem.
03
Onboard
Begin Onboarding
If accepted, you’ll begin onboarding and receive the information needed to enter your selected path.
04
Prepare
Train For The Season
Complete your training, prepare your systems, and get ready to operate confidently during tax season.
Ready For Your Next Move?