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Tax Bully Pro Instruction Manual: The Ultimate Playbook for Tax Preparers, EROs, and Service Bureau Owners

Tax Bully Pro Instruction Manual: The Ultimate Playbook for Tax Preparers, EROs, and Service Bureau Owners

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Built for the bold and created by financial powerhouse Neona James, the Tax Bully Pro Instruction Manual is your all-in-one guide to mastering the tax industry from every angle — compliance, software, team building, and income strategy.

Whether you're brand new with a PTIN or running a multi-preparer empire, this step-by-step instruction manual teaches you exactly how to:

✅ Set up and structure your tax business
✅ Master IRS compliance, due diligence, and security rules
✅ Navigate TaxSlayer Pro (Tax Bully Pro) software like a pro
✅ Handle Form 1040, 1120, 1120S, 1065, 990, 940, 941 — and more
✅ Build systems for onboarding, workflow, and client retention
✅ Set up bank products and manage refund advances
✅ Market your services year-round and grow a team
✅ Level up from PTIN → ERO → Service Bureau


📚 What’s Inside:

  • 10 Power-Packed Sections + Appendix + IRS Form Guide

  • Sample client emails, scripts, checklists, and workflows

  • Official IRS links and best practices

  • Business strategy from someone who lives it daily

📩 Includes a branded contact page and footer for pros ready to lead.

If you’re serious about building your tax empire, this manual is more than a resource — it’s your blueprint.
Welcome to Tax Bully Pro. Where tax hustle meets IRS mastery.

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