Build, Launch & Scale Your Tax Business
Whether you're starting your first tax business or building a full-service tax operation, our software packages provide the tools, training, and support you need to succeed.
SOFTWARE PACKAGES
Choose The Package That Fits Your Goals
From beginner-friendly solutions to advanced business-building systems, our packages are designed to help you grow with confidence.
Software Solutions
TIER 1 — STARTER PACKAGE
Designed for individuals looking to enter the tax industry without prior experience. Get access to essential software, training, and support to start serving clients confidently.
Price: $75
What's Included:
✓ Professional Tax Software
✓ Software Training
✓ Custom Business Name
✓ IRS & Bank Registration
✓ Offer Tax Loans
✓ Payroll Setup
✓ Revenue Share (70/30)
✓ Client Forms & Tax Updates
✓ Business Coaching Support
✓ No EFIN Required
✓ Expert Return Reviews
TIER 2 — BUILDER PACKAGE
Built for tax professionals ready to operate independently and grow their client base with more control, tools, and business support.
Price: $125
What's Included:
✓ Professional Tax Software
✓ Step-by-Step Training
✓ Business Name Setup
✓ Full Tech Support
✓ IRS Registration Assistance
✓ Refund Advance Loans
✓ Essential Client Forms
✓ Bank Product Registration
✓ Ongoing Tax Updates
✓ Business Coaching
✓ Payroll Setup Guidance
Requirements:
• EFIN Required
• No Revenue Share — Keep 100% of Earnings
TIER 3 — PROFESSIONAL PACKAGE
Take your business to the next level with advanced tools, one-on-one mentoring, and systems designed to help you scale and build a team.
Price: $497
What's Included:
✓ Professional Tax Software
✓ 1-on-1 Personalized Training
✓ Custom Business Setup
✓ Complete Tech Support
✓ IRS Registration Assistance
✓ Bank Product Setup
✓ Tax Law Updates
✓ Weekly Coaching Sessions
✓ Payroll Setup Guidance
✓ Business Growth Mentorship
Ideal For:
• Experienced Tax Professionals
• Entrepreneurs Building Teams
• Business Owners Focused on Growth
TIER 4 — ELITE PACKAGE
Our most advanced package for professionals ready to operate at a higher level, manage teams, and build a service bureau.
Price: $747
What's Included:
✓ Professional Tax Software
✓ 1-on-1 Training & Onboarding
✓ In-Depth Software Training
✓ Business Name Setup
✓ Full Tech Support Access
✓ IRS Registration Guidance
✓ Client Forms & Bank Setup
✓ Tax Law Resources
✓ Comprehensive Business Training
✓ Weekly Coaching Sessions
✓ Payroll System Setup
✓ Experienced Business Coach
Ideal For:
• Tax Professionals with EFINs
• Service Bureau Owners
• Business Leaders Managing Teams
• Entrepreneurs Ready to Scale
Requirements:
• EFIN Required
• Keep 100% of Your Revenue
PACKAGE COMPARISON
Compare Our Software Packages
Choose the package that best fits your experience level and business goals.
| Features | Tier 1 | Tier 2 | ⭐ Tier 3 | Tier 4 |
|---|---|---|---|---|
| Professional Tax Software | ✔ | ✔ | ✔ | ✔ |
| Software Training | Basic | Advanced | 1-on-1 | Elite |
| Business Registration | ✔ | ✔ | ✔ | ✔ |
| IRS Registration Assistance | ✔ | ✔ | ✔ | ✔ |
| Client Forms & Documents | ✔ | ✔ | ✔ | ✔ |
| Payroll Setup Guidance | ✔ | ✔ | ✔ | ✔ |
| Weekly Coaching | — | — | ✔ | ✔ |
| Business Growth Coaching | Basic | Standard | Premium | VIP |
| Team Training | — | — | — | ✔ |
| Business Scale Support | — | ✔ | ✔ | ✔ |
| Dedicated Business Coach | ✔ | ✔ | ✔ | ✔ |
| Package Price | $75 | $125 | $497 | $747 |
Start Your Tax Business in Four Simple Steps
Getting started is easy. From choosing your package to launching your tax business, our team guides you through every step of the process.
Choose Your Package
Select the software package that best matches your business goals, experience level, and growth plans.
Complete Enrollment
Secure your package and receive your onboarding instructions along with everything needed to begin.
Attend Onboarding
Meet with our team for setup, training, and personalized guidance to prepare your business for success.
Launch & Grow
Start serving clients confidently with ongoing support, coaching, resources, and business growth strategies.
FAQs
Frequently Asked Questions
Our packages are designed for every stage of your journey—from beginners launching their first tax business to experienced professionals ready to scale. Compare the features or book a consultation for personalized guidance.
Each package includes professional tax software, training, onboarding, and business support. Higher-tier packages unlock additional coaching, advanced tools, and premium business-building resources.
Once your payment is confirmed, our team will contact you with your onboarding instructions, training schedule, and everything you need to start your tax business with confidence.
Yes. As your business grows, you can upgrade to a higher-tier package at any time to access more advanced features, training, and ongoing support.
Absolutely. Every package includes support, and higher-tier plans provide enhanced coaching, business guidance, and additional resources to help you grow successfully.
Not at all. Our Tier 1 package is designed for beginners, while higher-tier packages are built for experienced tax professionals looking to grow and scale.