TAX SOFTWARE • BUSINESS SOLUTIONS • PROFESSIONAL SUPPORT
Professional Tax Software Built for Growth.
Powerful tax software is only the beginning. Unique Tax Solutions provides professional tax software solutions for tax professionals at every stage—from preparing your first return to building and scaling your own tax organization.
FULL-SERVICE TAX BUSINESS DEVELOPMENT
YOU HAVE THE VISION.
LET’S BUILD THE BUSINESS.
Starting a tax business takes more than purchasing software.
Unique Tax Solutions provides hands-on business development and setup support designed to help aspiring tax business owners build a professional foundation, establish their brand, organize their operations, and prepare for launch.
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Whether you’re starting from the ground up or turning your tax experience into your own business, we’ll help you create the structure and systems needed to move forward with confidence.
Business Foundation • Branding • Systems • Software • Launch Support
BUILD MORE THAN A TAX BUSINESS
BUILD MORE THAN A TAX BUSINESS
BUILD A BUSINESS THAT’S READY TO OPERATE.
We help take your tax business from an idea to an organized operation. Our business development services bring together the essential pieces needed to establish your foundation, create a professional presence, and prepare your business to serve clients.
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Business structure guidance, EIN assistance, EFIN guidance, business banking preparation, startup planning, and compliance resources.
BUSINESS FOUNDATION
Professional logo design, brand identity development, business email setup, social media business setup, and marketing resources.
BRAND DEVELOPMENT
A professional online presence designed to showcase your business, services, contact information, and client resources.
PROFESSIONAL WEBSITE
Tax software setup, client intake systems, document organization, workflow guidance, and tax-season preparation.
TAX OFFICE SYSTEMS
Marketing strategy, client retention resources, referral strategies, and tools designed to help develop your client base.
CLIENT GROWTH
ONGOING BUSINESS SUPPORT
Professional mentorship, business development guidance, growth strategy, and continued support as your organization develops.
DON’T JUST OPEN A TAX BUSINESS. BUILD IT RIGHT.
BUSINESS FOUNDATION
$599
Get the essentials in place.
Designed for entrepreneurs who need guidance establishing the legal and operational foundation of their tax business.
✓ Business Formation Guidance
✓ EIN Application Assistance
✓ EFIN Application Guidance
✓ Business Banking Guidance
✓ Tax Business Startup Checklist
✓ Compliance Resources
✓ Initial Business Consultation
BUILD IT YOUR WAY.
Every entrepreneur starts at a different stage. Whether you need help establishing the foundation, creating a professional brand, or developing the systems behind a complete tax business, choose the level of support that fits your goals.
FROM FOUNDATION TO FULL LAUNCH
BUSINESS LAUNCH
$1299
Build the business and the brand.
Everything included in Business Foundation, PLUS:
✓ Professional Logo Design
✓ Brand Development
✓ Business Email Setup
✓ Social Media Business Setup
✓ Professional Website Setup
✓ Tax Software Setup
✓ Client Intake System Guidance
✓ Tax Office Workflow Guidance
✓ Launch Strategy Session
MOST POPULAR
COMPLETE BUSINESS BUILD
$2499
From vision to operating business.
Everything included in Business Launch, PLUS:
✓ Document & Client Management Resources
✓ Tax Season Preparation Strategy
✓ Marketing & Client Growth Strategy
✓ Client Retention Resources
✓ Professional Mentorship
✓ Business Growth Planning
✓ Priority Setup Support
✓ Post-Launch Guidance