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Whether you are preparing your first return, growing an established client base, or managing a high-volume tax operation, Tax Boss Pros provides packages, systems, education, software, and support designed around where you are today and where you want to go next.
You do not need to have everything figured out before taking the next step. You need a pathway that matches your experience, client volume, business needs, and vision.
For professionals entering the tax industry who need education, guidance, structure, and a clear starting point.
For active preparers who want stronger systems, improved workflows, and more room to grow.
For experienced professionals serving a larger client base who need scalable support and greater earning potential.
For professionals interested in strengthening operations, supporting preparers, and developing leadership opportunities.
Each Tax Boss Pros package is structured around client volume and business stage. Choose the package that reflects your current operation while giving you room to grow with greater support, stronger systems, and a clear upgrade pathway.
Each package is aligned with a specific client-volume range and revenue-share structure. Select the option that reflects your current operation while giving you room to move forward.
A practical starting point for newer or lower-volume preparers who want structure, support, and room to build experience.
Built for growing professionals who need stronger systems, greater support, and a structure that can handle increased volume.
Designed for high-volume professionals who need scalable support, stronger infrastructure, and greater earning potential.
Package eligibility, revenue splits, software access, support, upgrades, and included resources are subject to the applicable Tax Boss Pros agreement.
Review the core differences and identify the package that most closely matches your client volume, experience, and business stage.
| Package Detail | Starter | Builder | Producer |
|---|---|---|---|
| Enrollment Price | $197 | $397 | $597 |
| Revenue Split | 50/50 | 60/40 | 70/30 |
| Recommended Client Volume | Fewer than 50 | 51 to 100 | 101 or more |
| Best For | Newer preparers | Growing professionals | High-volume producers |
| Support Level | Foundational | Growth-focused | Scalable |
| Software Access | Per agreement | Per agreement | Per agreement |
| Training Access | Per agreement | Per agreement | Per agreement |
| Community Access | Based on terms | Based on terms | Based on terms |
| Business Resources | Foundational | Expanded | Advanced |
| Upgrade Pathway | Available | Available | Leadership pathway may apply |
Final package inclusions and eligibility should be confirmed against the applicable Tax Boss Pros agreement before enrollment.
A Tax Boss Pros package is designed to support more than return preparation. It helps professionals operate with greater clarity, organization, confidence, and access to growth opportunities.
Access applicable technology and resources that support tax preparation, client service, and everyday business operations.
Strengthen your knowledge, confidence, and professional process through available education and practical support.
Receive resources and guidance designed to help you understand professional responsibilities and applicable requirements.
Use structured processes for client communication, workflow management, document collection, organization, and follow-up.
Connect with professionals who understand the tax industry and the realities of building and growing a service-based business.
Move into a higher package as your client volume, experience, and business needs increase, subject to current terms.
Tax Boss Pros helps eligible professionals access dependable tax-preparation technology designed to support efficiency, security, organization, and professional client service.
Professional software designed to support return preparation, workflow management, accuracy, and scalable tax-office operations.
A professional platform offering practical preparation tools, streamlined workflows, and reliable functionality.
Professional tax technology designed for secure preparation, efficient processing, and dependable tax-season performance.
A trusted professional software option supporting preparation workflows, usability, security, and technical assistance.
The Tax Boss Pros Business Buildout Program is a separate, comprehensive enrollment option for professionals who need more than a revenue-share package.
It combines education, software resources, business systems, mentorship, branding support, automation tools, and strategic guidance into one structured business-building experience.
Review the individual value of every component, then receive the complete Tax Boss Pros Business Buildout Program through one comprehensive enrollment.
Foundational and practical education designed to strengthen tax knowledge, preparation confidence, and professional understanding.
Guidance designed to help eligible professionals understand and complete applicable PTIN and EFIN application processes.
Access to professional tax-preparation software based on current program terms, eligibility, provider availability, and agreement.
A business-in-a-box framework supporting setup, client workflows, operations, organization, and strategic growth planning.
Training designed to help tax professionals identify services and revenue opportunities beyond traditional tax preparation.
Resources designed to help establish a professional presence, communicate services, and strengthen brand consistency.
Templates and workflows supporting lead follow-up, client communication, reminders, organization, and business processes.
Personalized guidance with Kendra based on the current mentorship scope, availability, scheduling, and program terms.
Access to a professional community designed for learning, encouragement, collaboration, and continued development.
Everything included. One enrollment.
Instead of purchasing training, software support, systems, mentorship, branding, automation templates, and community access separately, receive the complete Business Buildout Program through one structured enrollment.
One-time enrollment. Payment plans may be available for qualified applicants. Program terms apply.
Apply for the Buildout ProgramThe process is designed to help you understand your options, complete the required steps, and begin with greater clarity.
Review the Starter, Builder, Producer, and Business Buildout options based on your experience, client volume, and goals.
Complete the application so the Tax Boss Pros team can understand your background, credentials, needs, and vision.
A team member reviews your information and may contact you to confirm eligibility, fit, and the recommended next step.
Complete the applicable agreement, enrollment, payment, and onboarding requirements for your selected option.
Receive access to the training, tools, software, systems, and support included under your selected program or package.
Tax preparation is a professional responsibility. Applicants should be prepared to meet applicable technology, training, ethical, operational, and regulatory requirements.
A dependable computer capable of supporting tax software, training platforms, and client workflows.
Reliable internet access for software use, virtual training, document management, and communication.
Consistent time for training, onboarding, implementation, and continued professional development.
A commitment to ethical service, accurate information, compliance procedures, and responsible client care.
Accurate application details, credential information, and business information when requested.
The ability and willingness to meet applicable agreements, onboarding requirements, and program terms.
Anyone paid to prepare or assist substantially in preparing federal tax returns generally needs a valid PTIN.
An EFIN may be required depending on your filing role, business structure, and electronic-return responsibilities.
EFIN approval and related privileges are subject to IRS application, suitability, and approval processes.
“The right systems changed how I showed up in my business.”Tax Boss Pros Partner
Many tax professionals begin with knowledge and ambition but struggle with organization, follow-up, client communication, and business structure. The right systems can change how the business operates.
Replace this example with a verified partner story, approved image, testimonial, and measurable results before publishing.
Revenue to Residuals is the Tax Boss Pros webinar experience for professionals who want to explore year-round services, recurring opportunities, and strategies that support a more sustainable business model.
Learn how to recognize additional client needs that may extend beyond traditional tax-return preparation.
Explore opportunities that complement your existing tax business without creating unnecessary complexity.
Discover ways to build deeper professional relationships and support clients throughout the year.
Begin building a business model designed for greater stability, consistency, and long-term development.
Review the answers below to better understand package selection, software access, credentials, enrollment, and what happens after you apply.
Start My ApplicationComplete the application below so the Tax Boss Pros team can review your current tax experience, credentials, client volume, software needs, and business goals. Once submitted, a team member will contact you regarding the pathway that may best align with your next stage.
Complete the application below to begin
Submission does not guarantee acceptance, enrollment, professional software access, PTIN or EFIN approval, income, client volume, or business results. Package and program terms apply.
Join a Tax Boss Pros Opportunity Call to learn more about the available pathways, partnership packages, business-building resources, software options, and what it means to grow within the Tax Boss Pros ecosystem.
Select the available appointment time that works best for your schedule.
Learn how the packages, software, training, applications, and business-building pathways work.
Ask about credentials, client volume, software, enrollment, support, and the path that may best fit your goals.
Choose your preferred appointment below to reserve your Tax Boss Pros Opportunity Call.
Whether you are entering the tax industry, growing your client base, expanding your operation, or building a complete tax business, Tax Boss Pros gives you a clear place to begin and a pathway designed to support your next stage.
Acceptance, software access, credentials, earnings, client volume, and business outcomes are not guaranteed. Eligibility, agreements, enrollment requirements, and current program terms apply.
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