
Build and brand your own tax business
Attract and retain quality clients
Operate professionally and efficiently
Scale from preparer to ERO or Service Bureau
Create multiple streams of income in the tax industry With the right guidance, consistency, and mindset, you can build a business that creates freedom, stability, and legacy.


Professional Tax Software
Software Training
Custom Business Name Setup
Dedicated Tech Support
IRS Registration Assistance
Access to Tax Loan Products
Client Intake Forms
Bank Registration Setup
Ongoing Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Pre-Submission Tax Return Review
Marketing & Social Media Training
Tax Education Training
Business Development Training
Team Building Training


Professional Tax Software
Comprehensive Software Training
Custom Business Name SetuP
Ongoing Tech Support
IRS Registration Assistance
Tax Loan Program Access
Client Intake & Compliance Forms
Bank Product Registration
Ongoing Tax Law Updates
Experienced Business Coach
Business Payroll Setup
One-on-One Training Sessions
Marketing & Social Media Training
Step-by-Step Team Building Guidance
Weekly Coaching & Business Training
Tax Education Training
Full Business Development Training
Team Building Training


Professional Tax Software
One-on-One Training
Comprehensive Software Training
Custom Business Name Setup
Tech Support & IRS Registration Assistance
Client Forms & Documentation
Bank Registration
Ongoing Tax Law Updates
Experienced Business Coach
Business Payroll Setup
Pre-Submission Tax Return Review
Marketing & Social Media Training
Tax Education Training
Business Development Training
Team Building Training
Learn How to Build a Team of Partners
Learn How to Create & Scale Your Own Online Course


Professional Tax Software
One-on-One Training
Software Training
Custom Business Name Setup
Tech Support & IRS Registration Assistance
Tax Loan Program Access
Client Intake & Compliance Forms
Bank Product Registration
Ongoing Tax Law Updates
Experienced Business Coach
Business Payroll Setup
One-on-One Training Sessions
Marketing & Social Media Training
Step-by-Step Team Building Guidance
Weekly Coaching & Business Training
Tax Education Training
Full Business Development Training
Team Building Training
Learn How to Build a Team of 3,000+ Partners
Learn How to Create & Launch Your Own Online Course

VIRTUALLY SERVING CLIENTS

COMBINED EXPERIENCE MULTI-SERVICE FIRM TAX BUSINESS. CREDIT SOLUTIONS

GENERATED IN TAX RETURNS



Explore Our Common Queries and Solutions
No experience is required for certain programs. We offer beginner-friendly training and mentorship to help you learn the tax industry step-by-step. We also have advanced options for experienced preparers and EROs looking to scale.
A PTIN (Preparer Tax Identification Number) is required by the IRS for anyone who prepares federal tax returns for compensation.
An EFIN (Electronic Filing Identification Number) allows you to electronically file tax returns with the IRS. Certain tiers require an EFIN, and we can guide you through the process.
Yes ✨
We offer Buy Now, Pay Later options through:
Afterpay
Klarna
Affirm
Depending on your tier and setup, you may keep up to 100% of your preparation fees.
Onboarding takes place every Monday at 8 PM, and official tax training begins in September for the upcoming tax season