Tax Support Package

Best for: Growing tax firms and financial service providers

Hiring/Training Cost:

$999.99

Our team will hire/train a Virtual Assistant for you.

  • This package includes:

    • VA Sourcing & Interview Support

    • Tax Industry + CRM Training

    • Office SOPs & Communication Scripts

    • Access to Seaux Wealthy VA Portal

    • Private Community & Monthly Trainings

    • Optional: VA Management Service

  • The VA will be able to provide:

    • Work Part Time, Full Time, or on a Contracted Basis

    • Admin + light client service support

    • CRM setup + management

    • Tax Software Basic Data Entry & Backend Support

    • Calendar & appointment coordination

    • Weekly task updates & reporting

    • Priority task handling

Bonus Perks:

  • NDA & Executive-Level Confidentiality Agreements

  • Real-time messaging + same-day task response

  • Access to exclusive tools + templates used by top firms

📈 Add-On Services

  • Customize your plan with these add-ons:

    • Social Media & Marketing Support

    • Bookkeeping & Financial Data Entry

    • Lead Management & Nurture Funnels

    • Tax Season Temporary VA Boost

    • Custom CRM Setup + Automation

Contact Us

Call us at: (318) 891-4043

Mail us at: [email protected]

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