When complexities arise, you need a knowledgeable trusted advocate by your side to protect your and your clients during those challenging times. The Protection Plus team will be ready to assist, well-versed in the latest tax laws and various regulations.
When you’re facing serious tax scrutiny and complicated
compliance assessments, you’ll be protected.
Your advocates are trained to know the latest tax laws so they can assist with 1040 return, denied W-7 applications, and small business concerns.
Audit Insurance Is Your Shield Against Tax Scrutiny
When tax complications arise, don’t let them overwhelm you or your clients.
With Audit Assistance, you can navigate the complexities of tax assessments
confidently, safeguarding your clients’ financial wellbeing. Knowing you have a team of
experts to rely on brings a level of assurance you never knew you needed,
allowing you to focus on what truly matters—your clients.
In today’s digital landscape, identity theft is a looming threat. Cyber criminals are constantly on the prowl, ready to exploit data breaches for their own gain. With IQ Identity, you can shut them out and defend your personal information, ensuring your financial identity remains secure.
With coverage of up to $1 Million for out-of-pocket expenses, you can
rest easy knowing you’re protected from the financial fallout of identity
theft.
Identity IQ has comprehensive service includes real-time credit monitoring, alerting you of any suspicious activity across all your devices so you can act quickly.
Don't Wait Until It's Too Late
Don’t let cyber criminals take advantage of you! With IQ Identity, your smarter financial identity theft protection is just one click away. Safeguard your personal data and regain peace of mind today.
At TSFP, we understand the challenge of mastering the vast 70,000-page tax code. That’s why our platform provides you with specific tax laws, critical details, and essential concepts exactly when you need them. Empower yourself with the confidence to address your clients' questions and concerns swiftly.
When you're ready to elevate your tax expertise and provide
unparalleled service to your clients, your
ultimate digital help desk designed to help you navigate the complexities of
the tax code confidently!
Stay Informed with Real-Time Insights
In the ever-changing landscape of tax law, your clients expect you to be an
expert. With Tax Book 365, you have access to a comprehensive resource that
demystifies even the most intricate tax scenarios. No more scrambling for
information—everything you need is at your fingertips! It's meticulously
updated annually, ensuring you're always equipped with the latest information.
But that’s not all – enjoy year-round updates that keep you informed about
crucial changes and developments in tax legislation.
Elevate Your Tax Practice with Benefits like:
With Leobri CRM, effortlessly manage your customers and their contacts in a user-friendly interface designed for speed and ease. No more juggling between multiple applications – everything you need to nurture and grow your client relationships is right at your fingertips.
Don’t let customer relationships fall through the cracks. Experience the
efficiency and productivity to better client management and increased sales.
Plus, with our automated cron feature, you can schedule these communications to be sent out automatically, keeping your prospects engaged without lifting a finger.
Streamline Customer Management
Transform Prospects into Clients
Kickstart your email marketing strategy with our unique financial lead magnet!
Attract and nurture leads like never before. This transformative tool draws
prospects into the buying journey, making it easier for you to convert them
into loyal clients.
Built-in Accounting Software
Say goodbye to the hassle of switching between software! Our advanced built-in
accounting tools empower you to create detailed estimates, professional
proposals, and seamless invoices – all tailored for your leads.
Gain Star Status When You Partner. Watch your wealth grow and achieve star status with your clients by giving them access to top-tier, exclusive loan products they can't find anywhere else when you partner with us.
Take Control of Spending with Tailored Financing
Solutions!
Let your clients manage their finances effectively by
offering them flexible loans and lines of credit exactly when they need it.
Earn generous commissions on new and residual fundings. The larger the loan amount, the higher the rate, from 8% to 10%. Plus, Receive performance bonuses of up to $100,000 per calendar year!
Growing Wealth Together
Expand Your Network and Earnings Recruiting Opportunities Await!
Attract a network of Loan Stars Partners and benefit from
signing bonuses as well as override commissions from their downstream fundings.
Key Offerings:
Low-Interest Personal Loans: Secure low-interest loans
that can be utilized for personal or business needs, with adaptable terms to
fit various situations.
Simple Intake Process: Eligible borrowers can quickly
complete a straightforward request to find out how they can access loan amounts
ranging from $5,000 to $5 million.
Recruiting Opportunities.
Recruit a network of
Loan Stars Partners to earn signing bonuses and override commissions from their
downstream fundings.
