β THE SECTOR TRAINING
BUILD THE TAX
BUSINESS.
NOT JUST THE
TAX SEASON.
TAX EDUCATION β’ COMPLIANCE β’ BUSINESS SYSTEMS β’ PROCESSES
Whether you're building as a Tax Pro, ERO, or Service Bureau, get the education, structure, systems, and support to understand what you're doing, why you're doing it, and how to build it the right way.
TRAINING BEGINS OCTOBER 6 AT 7 PM ET
Any Questions? Text us on 404-975-2969.
- IDENTIFY YOUR PATH
WHERE ARE YOU
BUILDING FROM?
The tax industry has different levels. Your training should meet you where you are today while helping you understand what comes next.
TAX PRO β ERO β SERVICE BUREAU
01
BUILDING THE TAX PRO
Learn the Business.
Designed for new and growing tax professionals who need the education and foundation to confidently serve clients.
- PTIN and professional setup
- Tax education
- Tax preparation fundamentals
- IRS compliance and due diligence
- Client onboarding
- Tax software
- CRM basics
- Client communication
- Business systems
- Building a book of business
- Preparing for growth
STANDALONE INVESTMENT
$297
02
BUILDING THE ERO
Build the Firm.
Designed for tax professionals ready to move beyond preparing returns and begin building the infrastructure of their own tax firm.
- EFIN education and firm setup
- Tax software
- Banking and bank-product processes
- Compliance
- Client workflows
- Team onboarding
- CRM
- Automation
- Business systems
- Firm processes
- Revenue and growth systems
- Preparing to manage a growing tax business
STANDALONE INVESTMENT
$597
03
BUILDING THE SERVICE BUREAU
Build the Infrastructure.
Designed for established EROs and tax business owners who are ready to support other tax firms and build the systems behind a Service Bureau.
- Understanding the Service Bureau model
- Software relationships
- ERO acquisition
- ERO onboarding
- Compliance systems
- Training systems
- Support processes
- CRM
- Automation
- Partner management
- Business infrastructure
- Scalable operations
- Building repeatable processes across multiple firms
STANDALONE INVESTMENT
$997
- TRAINING ACCESS THROUGH THE SECTOR
YOUR TRAINING MAY
ALREADY BE
INCLUDED.
You do not have to pay twice for education that is already included through your relationship with The Sector.
01
INVEST IN THE SECTOR TAX SOFTWARE
Get the tools you need to prepare returns while receiving education and support to understand how to use those tools inside your business.
02
INVEST IN A QUALIFYING SECTOR MEMBERSHIP
Receive access to education, community, resources, and business support based on your membership level.
03
ARE ATTACHED TO A PARTICIPATING TAX FIRM
Tax professionals working through a participating firm may receive training access as part of the firm's education and development process.
04
ARE AN APPROVED SERVICE BUREAU PARTNER
Training may be incorporated into your Service Bureau relationship and growth pathway.
YOUR PATH. YOUR CHOICE.
BUY THE TRAINING OR
BUILD INSIDE THE ECOSYSTEM.
You can purchase the education as a standalone training experience. Or you can build inside an ecosystem where education, technology, relationships, and support work together.
WHERE ACCESS
MEETS OPPORTUNITY.
β THE SECTOR TRAINING METHOD
WE TEACH MORE
THAN TAX
PREPARATION.
Knowing how to prepare a tax return is only one part of building a tax business. The Sector training model focuses on four areas.
01
TAX EDUCATION
Understand the tax knowledge needed for the level you're building toward.
02
COMPLIANCE
Understand your responsibilities, documentation, due diligence, and the requirements connected to serving taxpayers and operating a tax business.
03
BUSINESS SYSTEMS
Build the tools behind the business, including CRM, tax software, client communication, automation, data organization, and team management.
04
PROCESSES
Create repeatable steps for lead management, client onboarding, tax preparation, document collection, follow-up, team support, quality control, and offboarding.
Education tells you what to do.
Systems help you manage it.
Processes help you repeat it.
Compliance helps you protect what you build.
β‘ Training may be included through qualifying Tax Software, Sector Membership, participating Firm, or approved Service Bureau relationships.
- TRAINING COMPARISON
SEE WHAT EACH PATH IS BUILT TO DO.
TRAINING AREA
TAX PRO
$297
ERO
$597
SERVICE BUREAU
$997
Primary Goal
Build the foundation
Build the firm
Build the infrastructure
Tax Education
β
β
β
Compliance
β
β
β
Client Systems
β
β
β
CRM + Processes
Foundation
Firm Level
Multi-Firm Level
Team Development
Introduction
β
β
Software Operations
User Level
Firm Level
Partner Level
Automation
Introduction
β
Advanced
Partner Management
-
Introduction
β
Standalone Investment
$297
$597
$997
β Training may be included through qualifying Tax Software, Sector Membership, participating firm, or approved Service Bureau relationships.
β FREQUENTLY ASKED QUESTIONS β
QUESTIONS BEFORE YOU BUILD?
Everything you need to know before choosing your training path.
Who is The Sector Training for?
The Sector Training is designed for Tax Pros, EROs, and Service Bureaus at different stages of building their tax businesses. Whether you're just getting started, building your own firm, or developing the infrastructure to support other tax professionals, there's a training path designed around where you are.
How do I know which training path is right for me?
Choose the path that matches what you're building right now. Tax Pro focuses on building your professional foundation. ERO focuses on building and operating a tax firm. Service Bureau focuses on building the infrastructure, systems, and processes needed to support multiple tax businesses.
What will I learn inside the training?
The training goes beyond tax preparation. Depending on your path, you'll learn about tax education, compliance, software, CRM, client processes, business systems, automation, team development, and repeatable processes. Each training path is designed around the level of business you're building.
If I join with a promo code. Do I get everything?
Youβll get our core training. Itβs a real look at how we teach and a strong foundation to build on. Some of the deeper pieces are saved for students who enroll directly or come in through one of our partner programs. That includes things like advanced modules, templates, live sessions, and one-on-one time with our trainers.
If you love what you see and want the full experience, you can upgrade anytime. You can also reach out to our team, and weβll help you figure out the right fit. Either way, weβre glad youβre here!
What happens after I sign up?
Once you complete the training opt-in, you'll receive information about your training path, upcoming training, and next steps based on what you selected. Training begins October 6 at 7 PM ET, and you'll receive the details you need through email and text.
YOUR TRAINING JOURNEY
ONE CLEAR PATH
FORWARD.
THE SECTOR ECOSYSTEM
FROM TAX PRO TO ERO
TO SERVICE BUREAU
You don't have to figure out every level of the tax industry alone.
Get the education. Understand the compliance. Build the systems. Create the processes.
Develop the relationships. Then keep building.
THE SECTOR
Where Access Meets Opportunity.
CONNECT β’ CREATE β’ CONQUER.
THE SECTOR OF COLLECTIVES
EDUCATION β’ COMPLIANCE β’ SYSTEMS β’ PROCESSES β’ RELATIONSHIPS