Tax Boss Suite gives new and growing tax professionals the software, training, support, and structure needed to build a profitable tax business with confidence.
Whether you're getting your PTIN, already have an EFIN, want to resell tax software, or are ready to launch a service bureau, Tax Boss Suite provides the software, training, systems, and business support for your next level.

Compare our PTIN, ERO, reseller, and service bureau options to choose the level of support that matches your business goals.

Complete your enrollment and review your partnership agreement so you understand the program, pricing, and next steps.


Meet one-on-one with Shonda to clarify your business goals, software needs, and personalized launch plan.

Attend software, tax, and business-growth training, then launch with the systems and support needed to build your brand.



Hear from tax preparers and business owners who used Tax Boss Suite software, training and support to build confidence, improve their systems, and grow.
Explore four Tax Boss Suite partnerships designed for PTIN holders, EFIN holders, software resellers, and established tax professionals ready to build a service bureau.

Designed for new tax preparers who need professional software, training, return review, and support while building their business
Revenue share: 70/30

Built for EFIN holders ready to operate their own tax business with professional software and training, systems.
Returns will not be reviewed.
Revenue Share: NONE

Built for experienced tax professionals ready to recruit a team, resell tax software, strengthen their brand, and create additional revenue.
Revenue Share: NONE

Built for established tax professionals ready to lead a high-performing team and launch or scale their own tax service bureau
REVENUE SHARE: NONE
Tax Education & Compliance
Professional Tax Software
Tax Software Training
Tax Law Education
Annual Tax Law Updates
IRS Due Diligence Training
PTIN and EFIN Registration
Bank Product Enrollment Guidance
Business Growth & Operations
Team Recruitment Strategies
Tax Preparer Training Systems
Client Attraction Strategies
Referral Program Development
Payroll Setup Guidance
Live Event Planning
Business Coaching and Planning
sBranding, Marketing & Support
Marketing Tools and Resources
Brand and Logo Support
Website Support
Social Media Training
Client Forms and Templates
Business Blueprint
Technical Support
Copyright 2026. Tax Boss Suite. All rights reserved.