FULL SERVICE CATALOG

Start, Build, Automate & Grow Your Business

From business formation and branding to CRM automation, professional tax software, and growth solutions, TaxLogistics helps entrepreneurs launch and scale with confidence..

Complete Business Launch, Branding, Automation & Tax Solutions Hub Visual

DIVISION 01: TAX SOLUTIONS & ERO INFRASTRUCTURE

Tax Solutions & ERO Infrastructure

Enterprise-grade preparation software and end-to-end regulatory bureau support engineered to scale high-volume modern tax practices.

Tax Software Licensing

Professional tax software licensing with desktop and web access, e-filing capabilities, bank products, and preparer support.

ERO Bureau Support

Expert guidance for EFIN applications and verification, access to IRS approved refund transfer bank products, compliance support, fraud prevention resources, and year round tax practice growth mentorship.

DIVISION 02: BUSINESS FORMATION & LEGAL READY

All business formation packages include lifetime access to your digital legal vault and standard state filing verification. Official state fees vary by state and are calculated transparently at checkout.

STARTER SETUP

Business Launch

Go from a filed LLC to a business ready to bank and operate.

  • Name Search

  • Formation

  • Digital Documents

  • Startup Checklist

  • EIN Registration

  • Operating Agreement

  • Bank Setup

  • Online Bank Setup

  • Social Profile Setup

RECOMMENDED

Business Ready

Go from ready to operate to ready for funding and vendors.

  • Includes LAUNCH

  • Credibility Review

  • Email Review

  • Address Review

  • DUNS Number

  • Vendor Readiness

  • Business Startup Consultation

SCALE & COMPLIANCE

Business Complete

Go from a business that works to one that looks the part.

  • Includes READY

  • Logo Package

  • Double-Sided Cards

  • Double-sided Flyer

  • Brand Colors

  • Social Profile Graphics

  • Custom Documents Package

DIVISION 03: VISUAL BRANDING & MARKETING

High-impact visual touchpoints designed to present your organization with authoritative clarity across print and digital media.

Core Branding

Build a strong and professional first impression with the essential branding assets every business needs to establish credibility and market presence.

  • Custom Vector Logo Design

  • Modern Business Cards

  • Promotional Flyers

  • Social Media Graphics

Complete Brand Identity Kits

A full-spectrum brand governance suite giving you complete aesthetic consistency across every modern digital channel and platform.

  • Visual Style Guides
  • Social Media Headers
  • Custom Monograms
  • Digital Marketing Collateral

DIVISION 04: TAXLOGI CRM, WEBSITES & DOMAINS

Purpose-built client management suites tailored for growing accounting firms.

CRM Tiers

Powerful CRM solutions designed to capture leads, automate workflows, and scale your business.

  • Genesis, Pinnacle, and Infinity CRM Plans

  • Lead Capture

  • 2-Way SMS/Email

  • AI Pipelines

  • Custom Funnels

  • AI Powered

  • Website

  • Custom Pipelines

  • Scheduling

  • Calendar

  • Reputation Management

  • Marketing Automation

  • Mobile App

  • Opportunity Tracking

Domain & Hosting

Reliable, high-speed hosting and complete domain infrastructure deployment.

  • Full Domain Launch:

    Includes complete domain registration, DNS management, SSL security, website connection, and managed hosting.

  • Existing Domain Integration: Connect your existing domain directly to your TaxLogi CRM platform & website hosting.

Web Add-Ons

Expand your presence with custom pages and payment collection capabilities.

  • Additional Custom Pages

  • E-Commerce Store Setup

  • Membership/Course Setup

  • Additional Funnel Builder

  • Ecommerce Store Setup

  • Additional Product Upload

  • Additional Business Services

Ready to Select Your Growth Package?

Schedule a consultation or view our direct pricing packages to begin.

TaxLogistics LLC   Statesboro, GA 30458

(912) 333-3821  ·  [email protected]  ·  Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy

© 2026 TaxLogistics LLC · All Rights Reserved · Licensed Tax Software Service Bureau · Statesboro, GA