FLIGHT PLANS
TO PROFITS
Building a Sky-High Service Bureau Empire
We help tax professionals and service bureaus expand their reach to over 500 tax partners and grow their clientele base to 500 clients. Discover the secrets to building a successful tax business from the ground up.
Our comprehensive program equips you with the knowledge and tools necessary to navigate the complex tax landscape. Learn how to attract clients, manage finances effectively, and deliver exceptional tax services. Gain the confidence and expertise needed to establish a profitable practice and achieve financial independence.
CHERIE BRADLEY
Founder of Barclay Elite Tax Masters | Service Bureau Owner | Wealth Builder
Welcome to a new standard of excellence.
I’m Cherie Bradley, founder of Barclay Elite Tax Masters, where luxury meets leadership in the tax industry. As a seasoned tax professional and Service Bureau owner, I empower aspiring tax entrepreneurs to build generational wealth, master their craft, and elevate their businesses to elite levels of success.
At Barclay Elite, we believe in excellence without compromise.
Through personalized mentorship, premium tax software solutions, and strategic business coaching, I help tax professionals not just enter the industry — but dominate it.
My mission is clear:
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To inspire growth through education — because the more you learn, the more you earn.
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To build powerful, profitable businesses that create lasting wealth.
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To equip tax professionals with the tools, systems, and strategies they need to excel at the highest levels.
If you're ready to elevate your brand, build a six-figure (and beyond) business, and create a life of freedom and abundance, you're in the right place.
At Barclay Elite Tax Masters, success isn’t optional — it’s the only outcome.
LET'S SCHEDULE YOUR COACHING CALL
1 HOUR
COACHING CALL
(Focused Strategy + Custom Action Plan)
What's Included:
- How to Start or Grow a Tax Business
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Social Media & Offline Marketing Strategies
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Planning for the Tax Season
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Branding and Building a Professional Presence
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Recruiting and Building a Small Team
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Setting Up Payroll and Contracts
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Custom 30-Day Action Plan tailored to your business goals
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Quick Review: Audit of your current business structure (if applicable)
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Q&A session to answer specific business questions
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7-Day Email Access for follow-up questions
INVESTMENT $297
2 HOUR
COACHING CALL
(Full Blueprint + Systems & Scaling Strategy)
What's Included:
INVESTMENT $597
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Launching or rebranding your tax business
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Scaling to six figures and beyond
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Service bureau setup and automation systems
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Building and managing a 100+ tax team
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Contracts, onboarding, and team systems
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Recruiting resellers/tax partners
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Payroll and HR setup
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Custom 90-day growth plan (with checklist & roadmap)
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Resource packet: contracts, scripts, marketing calendars
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System review (if applicable)
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Call recording + session notes included
READY TO TAKE FLIGHT?
JOIN OUR TAX TEAM
STEP 1
PURCHASE YOUR PACKAGE TIER 1,2,3,4
STEP 2
REVIEW AND SIGN YOUR AGREEMENT
STEP 3
ATTEND OUR MASTERY TRAINING
STEP 4
OPEN YOUR TAX BUSINESS
JOIN US AT
BARCLAY ELITE
TAX MASTER
At Barclays Elite Tax Masters, we recognize that taxes go beyond mere numbers and calculations. They represent pathways to new opportunities and a brighter financial future. We are here to be your reliable ally in harnessing your financial potential. Take advantage of this incredible opportunity and start your rewarding journey with us today!
WHAT YOU'LL
GET FROM US
Business & Tax Support Services
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Tax Software
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Tax Software Training
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Tax Education
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Tax Law Courses
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Payroll Setup
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Tech Support
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Bank Registration
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Client Forms
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Experienced Business Coaching
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The Blueprint to Scale Your Business
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How to Train Your Team Members
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Recruiting Training
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Offer Tax Loans
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Tax Law Updates
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Marketing Assistance
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IRS Due Diligence Training
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How to Build a Massive Team
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How to Host Live Events
Marketing Tools
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Business Training
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Website Design
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Logo Design
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Social Media Training
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Business Automation
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How to Brand Your Business
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One-on-One Coaching
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IRS Registration
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EFIN & PTIN Setup
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How to Attract Clients Online and Offline
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How to Attract Over 500 Clients
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Group Training
BANKING
PARTNERS
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
TPG SANTA BARBARA
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.