Attention: Tax Business Owners & Financial Professionals

Are These Hidden Problems Draining Your Profits and Limiting Your Growth?

Overwhelmed by Administrative Tasks: Constant client follow-ups, appointment scheduling, and managing documents leave you no time for revenue-generating activities.

Inefficient Client Management: You struggle to maintain detailed client records, personalized communication, and compliance.

Lost Opportunities: Lack of automated marketing and follow-ups leads to fewer new clients and declining customer loyalty.

Competitive Disadvantage: Competitors with streamlined operations are rapidly capturing your potential clients.

Choose Your Growth Plan: Unlock the Power of TGP CRM to Automate, Streamline, and Scale

We specialize in providing support for:

TAXPRO

standard

$997/year

Solve Your Operational Headaches and Boost Your Efficiency Instantly

  • Full Access to the GoHighLevel CRM System under TGP

  • Get Your Systems Right: A2P SMS setup, lead uploads, contact management, IVR phone routing, calendar configuration, and QR code creation.

  • Content That Converts: Custom emails/SMS sequences, flyers, AI videos, weekly tax tips, keyword automation, plus access to our group calls for ongoing support.

TAXERO

Premium

$2,997/year

For Ambitious Firms Ready to Scale Without Limits

  • Everything in TaxPro, plus:

  • AI Agents: AI employees handling your calls and emails, AI assistants for SMS/social/web.

  • Digital Presence That Hits Different: Scheduled social media posts, custom agency websites, and landing pages that actually convert.

  • Premium Support & Content: Contact exports, fully branded AI mini-ebooks and audio podcasts that keep you looking like the expert you are.

Get Started

SUPER SERVICE BUREAU

unilimited

$9,997/year

Unleash the Full Potential of Your Firm

  • Everything in TaxERO, plus:

  • Tax Software Included.

  • Next-Level Automation: Custom automations that keep your business running smooth while you focus on what matters.

  • Build Your Empire: Full membership sites with courses and community platforms that turn your tax expertise into recurring revenue streams year-round.

Premium Add-Ons: Enhance Your CRM Experience

Customize your CRM with these powerful features:

  • High-converting Websites & Funnels

  • Seamless Payment Processing

  • Revenue-generating Webinars & Bootcamps

  • Lucrative Digital Product Creation

  • Tailored Custom Pipelines & Workflows

  • Engaging Memberships & Courses

  • Profitable Ads Management

Get More Things Done

While You Work On What Matters The Most

Over a decade deep in the tax game, turned my expertise into multiple six-figure businesses and a service bureau while educating hundreds in my community on how to leverage taxes.

As a tax business owner, integrating TGP CRM into our operations has been a game-changer. The platform has significantly saved us time by automating client onboarding and client management, allowing us to focus on what truly matters—our clients.

We struggled with marketing before, but TGP CRM's targeted campaign tools have streamlined our efforts, making them more effective and efficient.

It's like having an extra team member dedicated to boosting our productivity!

Our Unmatched Guarantee

We promise a streamlined business process that shifts your focus from
administrative tasks to profitable activities.

Have some questions?

We're glad you asked! Check out common questions below:

Are there any additional costs on top of the plan price?

Our plan pricing is designed to be straightforward, covering all platform features listed for each tier.

However, certain services are billed based on your actual consumption.
This "pay-as-you-go" model ensures you only ever pay for what you use.

These usage-based fees can apply to:

- SMS Messages: A small fee per text message segment sent or received and A2P submissions.

- Emails: A minimal cost based on the volume of emails you send.

- Phone Calls: A per-minute rate for any inbound or outbound calls made through the system.

- AI Usage: Fees based on the amount of content generated or tasks performed by our AI tools.

- Other Usage Fees that may applied.

You can easily monitor your usage and any associated costs in real-time directly from your account dashboard.

What kind of support do you provide?

We offer 24/7 email, chat, SMS and WhatsApp support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

Sign up for a Starter for free and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

How Secure Us My Customer Data?

Access to sensitive data is tightly controlled and limited to authorized personnel for essential functions only, protecting it from both internal and external risks.

Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts.

TAX GROUP PROS

Atlanta, Georgia

Privacy Policy

This site or service is not a part of the Facebook website or Facebook Inc.

Additionally, this site is not endorsed by Facebook in any way. Facebook is a trademark of Facebook, Inc.

Important: Earnings and Legal Disclaimers

We don’t believe in get-rich-quick programs. We believe in hard work, adding value and serving others. And that’s what our programs are designed to help you do. As stated by law, we can not and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don’t know you and, besides, your results in life are up to you. Agreed? We’re here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings – all numbers are illustrative only.