Let us show you how to gain

fINANCIAL

freedom

MEET THE CEO

Hi, I am KimBrisha McCoy, this is my 4th year in the tax industry and I couldn’t have chose a better industry. I’m a natural born go-getter. Anything I want to do I invest in and dominate it. I have 3 children who I’m striving to set up for life. This industry helped me do just that. Financial freedom should be everybody’s goal, let me show you how to master it!

WHERE TO GET STARTED?

CHOOSE YOUR PACKAGE

REVIEW & SIGN AGREEMENT

SCHEDULE ONBOARDING MEETING

ATTEND OUR WEEKLY TRAINING

OPEN YOUR TAX BUSINESS

SOFTWARE PACKAGE

TIER 1 PACKAGE

REVENUE SHARE : 50/50

Tax preparers receive 50% of the tax prep amount as compensation for your services performed! This package is for beginners who are ok with baby stepping their way to the top of the ladder! You will receive 6 weeks of training, marketing material, ongoing support, group photoshoot and marketing training!

$350

TIER 2 PACKAGE

REVENUE SHARE : 60/40

Tax preparers receive 60% of the tax prep amount as compensation for your services performed! This package is for semi experts who are more advanced! You will receive 6 weeks of training, marketing material, ongoing support, group photoshoot and marketing training!

$500

TIER 3 PACKAGE

REVENUE SHARE : 70/30

Tax preparers receive 70% of the tax prep amount as compensation for your services performed! This package is for experts! Minimum to no help needed! You will receive 6 weeks of training, marketing material, ongoing support, group photoshoot and marketing training!

$650

WHAT YOU WILL GET :

TRAINING & TECHNOLOGY

With Kimmy's Financial Services, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.

MARKETING STRATEGIES

The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.

PERSONAL COACH

Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).

BOOK A CALL WITH US :

Have questions about the software packages or need clarity on the best fit for your tax business? Book a consultation call with me to get expert guidance tailored to your needs. Whether you’re launching your tax firm or expanding your service bureau, I’ll help you explore your options and provide insight to move forward confidently in this industry.

Copyright 2025. Kimmy’s Financial Services . All Rights Reserved.