Learn the strategies, structure, and support that help tax professionals stop figuring everything out alone and start growing with confidence.
This webinar is for you if:
•You’re interested in starting a tax business
•You’re currently a tax preparer looking to grow
•You’re tired of feeling stuck or unsupported
•You feel like you should be making more money in the industry
•You’re interested in becoming an ERO or service bureau
•You want access to systems, software, and support that help you grow
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.
After years in the tax industry, she recognized that one of the biggest struggles for herself and many other tax professionals was scalability. While many are taught tax preparation, few are taught how to grow beyond preparing returns and build something larger within the industry. Through firsthand experience, she learned the value of having the right systems, support, and direction. She has now created a service bureau designed to provide access to the tools every tax professionals needs,regardless of what stage they are in, to reach the next level in the industry.
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.