Upgrade to Tax Business Mastery!

Build a 6-7 Figure Operation

You Just Saw the Formula...

Now Plug It In.

Start building real income in the tax industry even outside of tax season

You Get Immediate Access To:

  • Tax Prep 101 (Beginner Foundation)

  • Tax Prep 201 (Advanced Filing Strategies)

  • Due Diligence Course (Compliance + Protection)

  • Step-by-step system to start your tax business

  • Access to a real income-generating network

Multiple Income Streams

Not Just Seasonal Money

Build income during AND after tax season using proven systems.

FREE TEAM SIGN-UP — 2-Year Contract

Sign up at no cost and get instant access to all of our self-paced courses. Tax Prep 101, Tax Prep 201, and the Due Diligence Course. All included. All free. Study on your own schedule and start building your client base immediately.

Exclusive stickers and merch

  • Earn from tax preparation

  • Earn backend income

  • Earn from team production

  • Earn from software + services

GOLD SERVICE BUREAU — $3,000

This package includes TaxLuxe software access and banking products, client incentives to help you attract and retain clients, a full training school for you and your team, a CRM to manage your entire client base, a done-for-you website setup, intake forms setup so you are ready to collect client information professionally, year-round mentorship so you have support beyond tax season, and the ability to sell TaxLuxe software to your preparers and earn 99 dollars per return they file.

  • Tax software + banking integration

  • CRM system

  • Done-for-you website

  • Client intake system

  • Full training school

  • Year-round mentorship

PLATINUM SERVICE BUREAU PACKAGE - $5,000

  • The Platinum package includes everything in the Gold package, plus your very own white-label software. Your name. Your logo. Your brand. Your business. You sell it, you earn off it, and your clients see your name on it not ours. This is the package for the person who is not just building a practice but building a legacy.

  • Earn $99 per return from your team

PLATINUM SERVICE BUREAU

Everything in Gold PLUS:

  • Your own white-label software

  • Your brand, your system

  • Full ownership positioning

You’re One Step Away From Leveling Up

WHAT YOU’RE GETTING

  • Access to training courses

  • Live support + Q&A

  • Business system + structure

  • Income opportunity

I’m Ready to Start Building My Tax Business

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How You Get Paid

PTIN HOLDERS

Start at 50/50 split (0–49 clients)
Move to 60/40 (50–99 clients)
Move to 70/30 (100+ clients)

👉 The more you grow, the more you keep

EFIN HOLDERS

  • Keep 100% of your preparation fees

  • Earn backend revenue

  • Receive bank rebate checks

  • Qualify for Service Bureau at 250+ clients

  • Earn $99 per return from your team

STR FRANCHISE OWNERS

  • Keep 80% of your own fees

  • Earn 25% from your team’s production

  • Build a scalable income operation