Launch Your Tax Business in 60 Days

With Professional Tax Software and Weekly Coaching

Its Time to Go From Tax Preparer to Business Owner.

Hey Tax Pro!

Are You Ready to Rise?

Tired of doing taxes on your own and losing money chasing after-tax clients?

Want professional tax software, branding, and systems so you can confidently charge more money?

Ready to offer taxpayer loans and advances to your clients so you don't lose them to bigger tax companies?

We got you! 

Through this proven Tax Business Blueprint, we've helped hundreds of Tax Preparers scale to Business Owners and make more money doing taxes. 

We take all the guesswork out of starting your tax business. Everything from forms, systems, software and training, we've got you covered!

Start Your Own Tax Biz

and Keep 100% of Tax Preparation Fees

  • Step-by-Step Walkthrough

    Eliminate the guesswork about what you should be doing when with this easy-to-follow course.

  • Tax Software & Tax Banks

    We give professional tax software with training and tech support.

  • Essential Business Forms

    You'll receive the necessary forms to run your tax business with efficiency.

Course curriculum

  • 1

    Welcome Video

    • Welcome

  • 2

    Step by Step Process

    • Step 1- Get your EIN

    • Module 1 Links

    • Step 2- Register for EServices

    • Step 3- Applying for an EFIN

    • Step 4- Review Publication 15 Circular E

    • Publication 15 Circular E

    • Setting up a Payroll Company

    • Payroll Companies

    • Step 6- Marketing Tools

  • 3

    Tax Business Tools for Success

    • The Bread n Butta Baby

  • 4



    • Tax Banks and How they Benefit You

    • Tax Banks

  • 5

    Tax Software

    • Tax Software

    • Types of Professional Tax Software

  • 6


    • Selecting a Target-Rich Area

  • 7

    Top Marketing Strategies

    • Let's Talk About Marketing



    • Marketing to the Public

    • Networking Events

  • 8

    Building your Tax Team

    • Hiring Tax Preparers

  • 9


    • Pricing your Tax Services

Bonus material

Include additional content to your course curriculum to provide further value to your students.

  • Step-by-Step Tax Business Guide

    Our Accompanying Guide, From Tax Preparer to Business Owner for easy access to the step-by-step process at your fingertips.

  • The Taxpreneur's Secret Guide to Outsourcing

    As an added bonus, you'll receive our highly valuable guide on where and how to outsource 90% of your workload overseas for pennies on the dollar.

  • Essential Business Forms for Taxpreneurs

    We'll also include the essential business forms you'll need to run an efficient tax office. This includes everything from client intake forms, contracts, and independent contractor agreements.


  • Does This Course Come With Tax Software?

    Yes! By purchasing this course you receive access to professional tax software complete with a mobile branded app for your tax clients.

  • What is Service Bureau Support?

    Included in this program is service bureau support. Here you receive additional training and resources: -Professional tax software -Tax software training -Weekly COO training and meetups with other tax business owners -Tax Resource Library There is a low fee charged per tax return for this service.

  • Do I have to get the tax service bureau option?

    No, you can choose to just take the course and find your own tax software. You'll still enjoy access to the full course and course bonuses.

  • Does this course teach tax preparation?

    This course does not cover tax preparation. This course shows you how to start a tax business. We do have an introductory course that covers the foundations of preparing entry-level tax returns.