
30,000+ Clients Served
Hundreds of Tax Professionals Trained
Nationwide Support
Year-Round Tax Business Resources
E-Filing & Software Access
Marketing & Growth Training
Learn tax preparation
Start earning income
Software training
Live support
Own your own tax office
Build a team
Marketing support
Recruiting support
Individual Returns
Business Returns
Amendments
Tax Planning
IRS Assistance

Everything in Tax Preparer Certification
ERO setup guidance
EFIN application assistance
Tax software access
Bank product training
Marketing and client acquisition training
Weekly mentorship calls
Business launch roadmap

Everything in ERO Mentorship
Service Bureau setup
Recruit and train preparers
Team management systems
Revenue-sharing structure guidance
Leadership training
Scaling strategies
Ongoing support
Private coaching sessions
Professional Tax Software
Training Library
Marketing Materials
Client Acquisition Training
Team Building Strategies
ERO Opportunities
Ongoing Mentorship
Private Community Access


The Process
Follow these simple steps to begin your journey with Tax Academy.
01
Enroll in Tax Academy
02
Complete Your Onboarding & Agreement
03
Schedule Your Private Training Session
04
Launch Your Tax Business With Confidence
Begin preparing returns, serving clients, and building your tax business with ongoing support from our team.
Training
Mentorship
Software
Marketing
Support
Community



