Stop preparing under someone else.
It’s time to build your own.
Go from tax preparer to tax office owner with the
training, software, systems, EFIN guidance and
support to build your business the right way.
No Experience Owning A Tax Office Required.
You've Seen My Journey. Now it's time to start yours.
Want to See the Software First?
Try both software options and see which one feels right for your office.
Stop Building Someone Else’s Tax Business.
Start Building Your Own.
Working Under Someone Else
Splitting Your Money: A portion of what you earn goes to the office you work under.
Building Their Brand: Your clients may know the company you work for more than they know your own brand.
Limited Control: You’re operating under someone else’s systems, software and rules.
Limited Growth: You can prepare more returns, but you’re still a preparer working underneath another business.
No Ownership: At the end of the season, you helped grow someone else’s tax office.
Owning Your Tax Office
Build Your Own Brand: Your clients are coming to YOUR tax business.
Your Own EFIN: Move from simply preparing returns to operating as an ERO.
Choose Your Software: Get set up with the professional tax software that fits your business.
Build Your Own Client Base: Learn how to market and bring clients into your office.
Room to Grow: Start with your own tax office and learn how far you can actually take the business.
YOU’RE IN THE RIGHT PLACE IF…Your EFIN is only the beginning.
You don’t need to have it all figured out. You just need to know you’re ready for more.
I PREPARE TAXES, BUT I’M TIRED OF THE SPLIT
“I already know how to prepare taxes. I’m ready to stop building someone else’s business and start building my own.”
Ready to go from preparer → tax office owner.
I WANT MY EFIN, BUT I DON’T KNOW WHERE TO START
“I know I want my own tax office, but the EFIN, software, bank products and setup process feels like a lot.”
You don’t have to figure it out alone.
I’M COMPLETELY NEW TO TAXES
"I’m interested in the tax industry and owning a business, but I need someone to actually teach me how this works."
Start from the beginning. We’ll teach you.
I ALREADY HAVE MY EFIN
“I have my EFIN, but I still need professional software, bank products, training, systems and support to get my office running.”
Your EFIN is only the beginning.
I’VE BEEN DOING TAXES, BUT I’M READY TO GO PROFESSIONAL
“I’ve been preparing returns for years using free or consumer tax sites. I have my PTIN, but I don’t have professional tax software or a real system for getting paid. I’m tired of preparing returns and then having to chase people down for my money.”
It’s time to run it like a business.
STOP CHASING CLIENTS FOR YOUR FEE.
With professional tax software and bank products, eligible clients can choose to have authorized preparation fees deducted from their tax refund instead of paying the full preparation fee upfront.
READY TO STOP PREPARING UNDER SOMEONE ELSE?
It’s Time to Launch Your Own Tax Office.
You don’t have to have everything figured out before you start. We’ll help you with the EFIN process, software, bank products, training, business setup and the systems you need to get your office ready.
Frequently Asked Questions
Do I need tax experience to launch my own tax office?
No. The program is designed to walk you through the process from setup to actually operating your office. You’ll receive training, software guidance, and support along the way.
Do I need a PTIN?
Yes. Anyone who prepares federal tax returns for compensation must have an active PTIN. We’ll show you how to obtain or renew yours.
Do I need an EFIN?
Yes, if you’re launching your own independent tax office and electronically filing returns under your business. We’ll guide you through the EFIN application process and explain the requirements.
What tax software will I use?
You’ll have professional tax software options, including O PRO and T PRO. Both are beginner-friendly and designed for professional tax preparation.
Will you help me set up my tax office?
Yes. This is more than just software. We help you understand the setup process, compliance, pricing, bank products, client workflow, and the systems needed to operate your office.
Do you provide clients?
No. We do not provide clients or guarantee clients. We provide training and resources to help you learn how to market your tax business and build your own client base.
Can I set my own tax preparation fees?
Yes. As an independent tax office owner, you control your preparation fees, subject to applicable program, bank, software, and compliance requirements.
Can I offer refund advances and bank products?
Yes, once approved by the participating bank. We’ll explain how bank products work and help you understand the enrollment process. Bank approval is not guaranteed.
How do I make money as an office owner?
Your primary income comes from the tax preparation fees you charge your clients. Depending on your setup and selected options, additional revenue opportunities may also be available.
Is there a renewal fee?
The annual renewal is $399, and it can be waived when you reach 50 funded bank-product returns, subject to the program terms.
Can I operate virtually?
Yes. Your tax business can be structured as a virtual, home-based, or physical office, depending on your business model and applicable state/local requirements.
Are the requirements the same in every state?
No. Some states have additional registration, licensing, education, or preparer requirements. We’ll help you identify what applies to the state where you plan to operate.
How quickly can I launch?
That depends largely on how quickly you complete your requirements, particularly your EFIN application and IRS approval. You can begin completing your training and business setup while working through the required steps.
IM READY TO INVEST BUT I HAVE QUESTIONS
Still have questions?
Not sure which software option you need or where you are in the process?
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