ALPHA & OMEGA FINANCIAL – TAX BUSINESS STARTER SYSTEM
Ready to stop playing with tax software and start running a real tax office?
Everybody “does taxes.”
But not everybody is building a business that lasts.
Alpha & Omega Financial is designed for serious tax professionals who want structure, systems, and real growth — not just a login and guesswork.
WHAT YOU GET:
• Professional Tax Software
• Bank-products / Refund Advance Option
• Real forms, real workflows, real filing power
Mentorship + Training
• Weekly live training (tax + office building)
• Pricing strategies & compliance guidance
• Learn from professionals who actually file returns
• Access to a community of EROs leveling up
• The proven Tax Pro Blueprint
Alpha & Omega CRM (Optional Add-On)
Take control of your business and automate your workflow:
• Client pipelines built for tax pros
• Automated SMS & email follow-ups
• Booking links, calendars & reminders
• Funnels, websites & lead capture
• Social media planner + marketing automation
NO MORE:
❌ Chasing clients
❌ Missed follow-ups
❌ Sticky notes & spreadsheets
❌ Systems that don’t connect
THIS IS:
✔️ One ecosystem
✔️ One login
✔️ One smooth workflow
REQUIREMENTS:
• EFIN is REQUIRED
• No splits — keep 100% of your earnings
• Earn additional revenue with no splits
PRICING:
$1500 Early Bird Special
(Limited spots available)
THIS IS FOR YOU IF YOU’RE READY TO:
✔️ Build a legit tax office
✔️ Stop starting over every tax season
✔️ Operate in structure and compliance
✔️ Scale beyond just filing returns