Benefits of starting a tax business

  • Earn $100/hour or more as an experienced pro
  • Reduce your own tax liability
  • Your skills will make you more marketable
  • Work 3 months of the year and make a great income
  • Have your summers and holidays free
  • Be more secure – you control your own destiny
  • Start at home with minimal expenses

It’s easier and less expensive than you think!

  • Minimal start-up costs
  • Get your tax business started quickly
  • No accounting background or degree required
  • We teach you everything you need to know and do it faster than you think!
  • No need to reinvent the wheel – we offer tax training on policies and procedures, tax preparation marketing, personnel and expansion

Huge growth potential

Millions of Americans pay a tax professional to prepare and file their tax return every year and Congress continues to make more changes to the tax code. These changes make taxpayers even more confused and frustrated and they are seeking out the help of Tax Professionals more than ever.

As the number of taxpayers continues to grow, so does the need for qualified Tax Return Preparers. And now, with the recent changes to the U.S. economy, it’s more important than ever for taxpayers to claim all of the credits and deductions due them and pay no more than the exact amount of taxes they owe. Starting your own tax business will enable you to meet this growing demand and also give you the flexibility and security you deserve.

Like working with people and computers? Tax preparation is a great business for you!


Tax preparation is a great home-based business for many types of people. If you are someone who enjoys working with people and computers, this could be for you!

Stay-at-home parents and early retirees find this to be a wonderful complement to their lives. It enables you to still have your holidays and summers free to be with the kids or grandkids, it allows you to travel, etc.

Retired military people looking for a second career can establish a business that allows them to work for as many years as they want.

Military spouses looking for a portable career that you can take with you and grow regardless of where you are.

Financial services professionals can add tax preparation expertise to their available services, offering more value to their clients.

Beginner Preparer

40% Commission Split

$300 Startup Cost

No monthly Office

 Affiliate Link

Professional Cloud Based Tax Software

Current + 3 years back tax years software

Year Round Professional Tax Support

Year Round Technical Support

Tax preparer training

Tax Office Marketing Resources

Taxpayer refund advance program

 FB Support Group

Build A Team


Intermediate Preparer

50% Commission Split

$450 Startup Cost

No monthly Office

 Affiliate Link

Professional Cloud Based Tax Software

Current + 3 years back tax years software

Year Round Professional Tax Support

Year Round Technical Support

Tax preparer training

Tax Office Marketing Resources

Taxpayer refund advance program

 FB Support Group

Build A Team


Expert Preparer

60% Commission Split

$550 Startup Cost

No monthly Office

 Affiliate Link

Professional Cloud Based Tax Software

Current + 3 years back tax years software

Year Round Professional Tax Support

Year Round Technical Support

Tax preparer training

Tax Office Marketing Resources

Taxpayer refund advance program

 FB Support Group

Build A Team


Example Curriculum

  Course Introduction
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  Unit 1: Career and Tax Overview and Filing Status
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  Unit 2: Income, Part 1
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  Unit 3: Income, Part 2
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  Deductions, Part 1
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  Deductions Part 2
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  Schedule C
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  Due Diligence
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  Due Diligence Notes and EIC Checklist
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  Tax Calculation Payment, and Filing
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  Tax Software Demo Training
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  Tax Program Exercises
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  EPS 2023/2024 Bank Compliance
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  Legendary Tax Preparer QUIZ And TEST
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  Software Login Checklist
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This course is closed for enrollment.

Year-round income opportunities

As the trusted tax advisor to your tax clients, you are in the position to provide them with the additional financial services they need. By obtaining the required licenses, you can provide financial services and products such as IRAs, retirement plans, insurance, etc. You can choose from several reputable broker-dealers that specialize in helping tax professionals to meet their clients’ financial service’s needs.

You can also provide bookkeeping and payroll services for your small business tax clients to produce additional year-round revenue. Thousands of small businesses are started every day and the trend is accelerating due to the large number of displaced workers turning to self-employment.

Ask us about other opportunities to generate year-round revenue , such as insurance agent, business funding rep, and credit repair specialist. Income tax knowledge is a great asset for many financial services professionals and having tax expertise will provide you with a key competitive advantage.