Master Tax Preparation. Build Wealth. Leave a Legacy.

Build Your Tax Business.

File More Returns.

Create More Income.

Whether you're looking to become a tax preparer, open your own tax office as an ERO, or need professional tax services, Tax Academy provides the training, support, and resources to help you

succeed.

Become a Tax Preparer Become an ERO Get Tax Services

Tax Academy By The Numbers

700+ Clients Served

100+ Tax Professionals Trained

50+ EROs Supported

Nationwide Support

Thousands of Returns Filed

Marketing & Growth Training

How It Works - Tax Academy

The Process

One Academy. Four Levels of Growth.

Start as a Tax Professional, launch your own tax office as an ERO, build a thriving team, and eventually become a Service Bureau owner. No matter where you're starting, Tax Academy provides the training, tools, mentorship, and support to help you reach the next level. Your journey begins here.

01

Tax Professional Program

Start Your Journey in the Tax Industry

The Tax Professional Program is designed for individuals who want to learn tax preparation and begin earning income during tax season. Whether you're looking for a side hustle, a new career path, or an opportunity to build financial freedom, this program provides the training, software, and support needed to confidently prepare tax returns. No prior experience is required—we'll guide you step-by-step from beginner to tax professional.

LEVEL 1: Tax Professional

For Beginners

Learn tax preparation, file returns, and start earning income.

Includes:

✦ Tax Software
✦ PTIN Training
✦ Tax Preparation Training
✦ Live Support
✦ Marketing Basics

$50

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02

ERO Launch Program

Build Your Own Tax Business

Ready to take ownership of your future? The ERO Launch Program is designed for aspiring tax office owners who want to operate under their own EFIN and establish a legitimate tax business. You'll gain access to advanced training, bank product education, marketing strategies, and mentorship designed to help you attract clients and generate revenue. This program is perfect for individuals ready to move from tax preparer to business owner.

LEVEL 2: ERO Launch

For New Business Owners

Operate under your own EFIN and begin building your brand.

Includes Everything in Tax Professional PLUS:

✦ EFIN Guidance
✦ Bank Product Training
✦ Business Setup Training
✦ Client Acquisition Training
✦ Weekly Mentorship

$499 $999

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03

ERO Growth Program

Scale Your Office and Build a Team

The ERO Growth Program is built for business owners who want more than just clients—they want an organization. Learn how to recruit tax professionals, develop leadership skills, implement systems, and create a scalable operation. This program focuses on helping you increase production, expand your reach, and generate additional revenue through team-building strategies and growth-focused mentorship.

LEVEL 3: ERO Growth

For Growing Offices

Build and manage a team of tax preparers.

Includes Everything in ERO Launch PLUS:

✦ Recruiting Systems
✦ Team Management Training
✦ Revenue Sharing Strategies
✦ Leadership Development
✦ Scaling Systems

$699 $1,299

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04

Service Bureau Elite Program

Lead an Organization and Create Long-Term Wealth

The Service Bureau Elite Program is our highest level of mentorship and is designed for entrepreneurs who want to build a large-scale tax organization. As a Service Bureau owner, you'll have the opportunity to support multiple EROs, create additional streams of revenue, and establish a business model capable of generating long-term growth. This elite program includes advanced leadership development, expansion strategies, private coaching, and VIP support to help you build a lasting legacy in the tax industry.

$799 $2,499

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