Trusted by Tax Professionals

Build Your Tax business,

Boss Up With Confidence

Tax Boss Suite gives new and growing tax professionals the software, training, support, and structure needed to build a profitable tax business with confidence.

Where To Start

Become A Tax Boss Partner

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.

Purchase Your Package

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

Review & Sign Agreement

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

Onboarding Meeting

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 Trainings & Launch

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

Banking Partners

Banking Partners you can trust

Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.

Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPF is located in San Diego, California.

Testimonials

Trusted by Tax Preparers

See how ambitious tax professionals transformed their businesses, built wealth, and stepped into legacy with us by their side.

Our Pricing

Transparent, Value-Driven Pricing

We have four different packages that will meet you wherever you are on your journey to building a profitable tax business.

Tier 1:
Starter Suite

Designed for beginners with no experience in the industry. Each return will be reviewed prior to IRS submission.

Revenue share: 70/30

$99

Tier 2:

Pro Suite

Designed for Tax Professionals that want to start their own tax business. Returns will not be reviewed.

Revenue Share: NONE

$199

Tier 3:

Elite Suite

Designed for Tax Pros that's ready to build a business, a strong brand and resell team software.

Revenue Share: NONE

$799

Tier 4:
Legacy Suite

Designed for seasoned Tax Pros ready to build a high performing team and become a service bureau.

REVENUE SHARE: NONE

$1,499

What You Will Get from Tax Boss Suite

From training and client growth - to strategies, financial management, marketing and delivering exceptional tax services - we give you everything you need to thrive as a Tax Boss.

  • 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

Tax Boss Suite

Contact Details

  • (866) 864-1089

  • NC.US

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