We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
LEARN HOW TO GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
LEARN HOW TO GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
Start Your Own Tax Business
YOUR JOURNEY TO FINANCIAL FREEDOM
BEGINS NOW!
At edxact tax prep, we understand that taxes are not just about numbers and crunching figures. They are about unlocking opportunities and securing a prosperous future. That's where we come in: your trusted partner in maximizing your financial potential. Embrace this remarkable opportunity and embark on a rewarding journey with us today!
Purchase Your Package (Tier 1,2,3 or 4)
Review and sign your agreement
Schedule your onboarding meeting
Attend our business mastery training
Open your tax business
OUR PACKAGES
Ideal for individuals with no prior experience in operating a tax business. Each tax return is carefully reviewed before IRS submission. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
NOW $149 | WAS $299
PTIN Required
Revenue Split: 70/30
Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
NOW $199 | WAS $599
PTIN & EFIN Required
Revenue Split: 100%
For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resell tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help
them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.
NOW $999 | WAS $1599
PTIN & EFIN Required
Revenue Split: 100%
For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resell tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help
them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.
NOW $1999 | WAS $2999
PTIN & EFIN Required
Revenue Split: 100%
What you will get from us
The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.
With Edexact Tax Prep, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
Dr. Howard is a approved IRS tax agent with nearly a decade of professional experience in the field of taxation. Throughout his career, he has consistently upheld the highest standards of integrity and professionalism. Dr. Howard has served as Chief Financial Officer for numerous small business clients, providing strategic financial oversight and guidance. Additionally, he offers business consulting services to aspiring entrepreneurs and established business owners seeking growth. His expertise includes analyzing and developing comprehensive business plans, as well as advising on effective tax strategies to optimize financial performance.
Dr. Howard actively supports entrepreneurship by providing training and mentorship to emerging tax professionals. His guidance includes strategic marketing techniques designed to help them secure capital and enhance profitability.
OUR PACKAGES
REFUND ADVANTAGE
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
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
SANTA BARBARA TPG
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.
partner with us today!
OUR PACKAGES
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