BUILD. GROW. SCALE.

VIEW OUR SOFTWARE PACKAGES

tier 4: LEADER

tier 1: APPRENTICE

tier 2: PROFESSIONAL

tier 3: SCALER

A foundational program designed for aspiring tax professionals to learn the essentials of tax preparation, gain hands-on experience, and build the confidence to start serving clients and growing their tax business.

Launch and grow your own tax business with the tools, guidance, and support needed to build a successful, scalable practice with confidence.

Designed for tax professionals ready to scale beyond solo preparation by building a team, expanding their brand, and creating a more profitable, sustainable tax business.

For tax professionals ready to build and operate a scalable service bureau, develop their brand, and support a team. This package provides the structure to expand influence, leadership, and revenue within the tax industry.

Our 4 simple steps process to get started:

STEP1: Purchase your preferred package.

STEP2: Review and sign your agreement.

STEP3: Schedule your onboarding meeting.

STEP4: Open your tax business.

BANKING PARTNERS

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.

Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features

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. TPG is located in San Diego, California.

what to expect:

Most tax professionals don’t struggle with tax knowledge—they struggle because they were never taught how to run the business side of the industry. We provide the training, technology, and support to help you operate with structure and confidence. From software and office setup to systems and operations, we help you build a strong foundation so you can stop guessing and start running your business like a professional.

training + technology

Many tax professionals feel overwhelmed because their business relies on manual processes, inconsistent communication, and disorganized workflows. We help you implement efficient systems that streamline operations, automate routine tasks, enhance the client experience, and create consistency throughout your business. The result is a tax office that operates efficiently, scales with confidence, and functions like a professional business—not just a seasonal service.

SCALABLE SYSTEMS

Many tax professionals consistently create content but struggle to stand out because their brand blends in with the competition. We teach you how to position your business with a strong, recognizable brand that builds trust, establishes authority, and attracts both clients and team members. From strategic marketing to social media positioning, we help you become the first choice—not just another option.

BRANDING + POSITIONING

Information alone doesn't build a successful business—having the right guidance does. Our personalized coaching provides direct mentorship, accountability, and expert support to help you overcome challenges, strengthen your business, and make confident decisions. We're here to help you avoid costly mistakes, implement effective strategies, and achieve sustainable, long-term growth.

PERSONALIZED COACHING

BUSINESS STRUCTURE

Many tax professionals focus on preparing returns but overlook the business structure needed for long-term success. We help you build the operational foundation to scale with confidence through effective systems, workflows, organization, leadership, and strategic planning. The result is a business that runs efficiently, grows sustainably, and doesn't rely solely on you.