Tax Boss Suite gives new and growing tax professionals the software, training, support, and structure needed to build a profitable tax business with confidence.
Our effective process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

Depending on where you are starting out - choose one of the 4 packages that best fits your needs.

Agreement is sent to you immediately after your purchase; review & sign the agreement.


You will schedule your one-on-one onboarding meeting with me. This meeting will clarify where you are and where you are trying to go in the tax industry.

Attend all the business mastery trainings; upon successful completion you will then launch your Tax Business and begin building your brand.



See how ambitious tax professionals transformed their businesses, built wealth, and stepped into legacy with us by their side.
We have four different packages that will meet you wherever you are on your journey to building a profitable tax business.

Designed for beginners with no experience in the industry. Each return will be reviewed prior to IRS submission.
Revenue share: 70/30

Designed for Tax Professionals that want to start their own tax business. Returns will not be reviewed.
Revenue Share: NONE

Designed for Tax Pros that's ready to build a business, a strong brand and resell team software.
Revenue Share: NONE

Designed for seasoned Tax Pros ready to build a high performing team and become a service bureau.
REVENUE SHARE: NONE
Tax Education
Tax Software Training
Tax Law Courses
Tax Law Updates
IRS Due Diligence Training
IRS Registration
EFIN & PTIN Registration
Bank Registration*
How to Recruit A Team
How to Train Your Team
How to Offer Tax Loans
How to Plan Live Events
How to Brand Your Business
How to Attract Clients
How to Do Payroll
How to Promote Referrals
Business Coaching
Business Blueprint
Marketing Tips & Tools
Logo Design
Website Design
Social Media Training
Client Forms
Tech Support
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