Elevate Your Future With Your Own Profitable Tax or Service Bureau Business.

Step into the Suite Society - where ambitious tax professionals transform into CEOs, unlock freedom, and build wealth that last for generations.


Your Tax Business. Your Legacy. Your Time is NOW.

The Path to Your Legacy

Your journey to building a profitable business doesn't start with guesswork.

It starts with a proven path - one that leads to freedom, wealth, and lasting impact.

STEP 1

Purchase

Purchase Your Tax Software

STEP 2

Sign Agreement

Review and sign your agreement

STEP 3

Onboarding

Book Your 1-on-1 meeting with me

STEP 4

Training

Learn the skills to launch your usiness

STEP 5

Launch

Open your tax business and start your legacy

What You Will Get from Tax Boss Suite

From training and client growth to strategies to financial management, marketing, and delivering exceptional tax services - we give you everything you need to thrive as a Tax Boss.

  • Tax Education

  • Tax Software Training

  • Tax Law Courses

  • Tax Law Updates

  • IRS Due Diligence Training

  • IRS Registration

  • EFIN & PTIN Registration

  • Bank Registration

  • How to Recruit a Team

  • How to Train your Team

  • How to Offer Tax Loans

  • How to Plan Live Events

  • How to Brand Your Business

  • How to Attract Clients

  • How to Do Payroll

  • How to Promote Referrals

  • Business Coaching

  • Business Blueprint

  • Marketing Tips & Tools

  • Logo Design

  • Website Design

  • Social Media Training

  • Client Forms

  • Tech Support

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.

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.

Success Stories from the Suite

See how ambitious tax professionals transformed their businesses, built wealth, and stepped into legacy with us by their side.

★ ★ ★ ★ ★

Shonda, I just wanted to take a moment to thank you for the guidance and support you've given me. Working with you has been such a valuabe experience. I truly appreciate the way you shared your knowledge, broke things down clearly, and gave me insights not just into tax preparation, but into building a professional mindset. Your patience and encouragement made a difference in my confidence, and I've learned so much just by watching how you approach your work with both precision and care. It's clear you love what you do, and it's inspiring. Thanks again for being so generous with your time and experience. I feel lucky to have had the chance to learn from you!

Darius Mitchell
Tax Preparer
★ ★ ★ ★ ★

Working as a tax preparer over the last two years has truly been a game-changer for me - both professionally and personally. Since joining the company, I've not only seen steady growth in my business, but I've also been able to provide more consistently and confidently for my family. The level of support, training, and resources that's offered is unlike anything I've experienced with other companies in the industry. I feel valued, empowered and part of a team that genuinely wants to see me succeed. The systems are efficient, the leadership is approachable and knowledgeable, and the entire environment is built to help you grow.

Charmmisha Weathers
Tax Preparer
★ ★ ★ ★ ★

I joined Shonda last year and I've had the best experience. I know I wore her nerves out. Not once did she not answer and not once did I feel like a bother to her. She doesn't go ghost when it's time to get paid either. Thank you and I can't wait or this upcoming season.

Jasmaine Squire
Tax Preparer
★ ★ ★ ★ ★

Working with Shonda these past couple of years has been a truly amazing experience. She is extremely knowledgeable and patient. Her level of support and commitment to seeing each of us succeed are undeniably inspiring. So glad I made the choice to join her team.

Monica Rogers
Tax Preparer
★ ★ ★ ★ ★

I joined Shonda in 2024. I was hesitant at first due to having a bad experience with a previous company, but she reassured me she'd help guide me and provide support whenever needed. Shonda has been amazing! From trainings, getting her support around the clock, to sharing tips and advice to help me grow within this industry. I've learned so much and have grown as a Tax Professional. Thank you so much for taking me under your wing, yu're a true Gem.

Chelsea Damthongmivanh
Tax Preparer

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