What We Offer
Everything you need to launch, grow, and dominate the tax industry — all under one roof.
Complete Tax Business Solutions
We walk you through every step of obtaining your Electronic Return Originator designation — the foundation of your tax business. From application to approval, we've got you covered.
Access industry-leading software at service bureau rates. TaxSlayer, TaxWise, OLT, and CrossLink — all with low backend fees and full training included.
Ready to go beyond solo practice? We build the infrastructure for your service bureau — structure, contracts, ERO onboarding, override income models, and multi-location scaling.
Whether you're brand new or experienced, our training system covers individual returns, business filings, self-employment, and advanced deduction strategies from the ground up.
Get the proven marketing templates, social media strategies, referral systems, and paid ad frameworks that our students have used to book 50+ clients in their first season.
Due diligence systems, client interview protocols, document checklists, and audit representation guidance — we keep your business bulletproof so you can sleep at night.
Client intake forms, CRM setup, appointment scheduling, document collection, and follow-up automation. Build a business that runs even when you're not in the office.
Get personalized strategy sessions, real-time support during tax season, and direct access to someone who has actually built and scaled a multi-six-figure tax business.
Business returns, self-employed clients, LLCs, S-Corps, and international filers — we train you to serve a broader client base so you can command higher fees.
Launch. Scale. Dominate.
Low Backend Fees · Fast Setup · Start Earning ASAP
How We Build
Your Business
Enroll & Onboard
Select your mentorship package, complete enrollment, and get immediate access to your training portal. We review your current situation and build a custom roadmap for your specific goals.
Get Your ERO & Software Set Up
We guide you through the IRS ERO application process (typically 45 days) and get you set up on your chosen tax software with full walkthrough training.
Build Your Business Foundation
Pricing strategy, client intake systems, marketing setup, compliance protocols, and business structure. Everything you need to launch professionally and confidently.
Start Taking Clients
With your systems in place, you start marketing and booking clients. We provide real-time support throughout your first tax season so you're never figuring it out alone.
Scale & Expand
Once you've proven the model, we help you add preparers, build a service bureau, create passive income streams, and scale beyond the tax season.