Meet Shonda Yates, MBA

Founder of Tax Boss Suite. Tax Professional. Business Builder.

Shonda helps ambitious tax professionals move beyond simply preparing returns and build profitable, structured businesses through professional software, practical training, proven systems, and real accountability.

Because handing you software is easy. Teaching you how to build something with it ... that's the real work.

Built from experience.

led with structure.

Real strategy, real accountability, and real support for tax professionals ready to do the work.

I didn't build tax boss suite just to sell sofware

I built Tax Boss Suite because I know what it feels like to have ambition, invest in yourself, and still need somebody to show you how the whole business actually works.

I entered the tax industry as a preparer and grew into an ERO, business owner, educator, and service bureau leader. Along the way, I learned that software alone does not build a profitable tax business. You need tax knowledge, compliant systems, strong leadership, consistent marketing, and the discipline to keep showing up when nobody is clapping yet.

That is what I bring to Tax Boss Suite. I don’t just want partners who can prepare returns - I want to help develop credible tax professionals who understand how to operate, lead, grow, and create opportunities for other people.

I’ve built my businesses while raising three children, working, earning my degrees, and rebuilding myself in real time.

So, when I tell somebody they can create more for their life, I’m not repeating something I read. I lived it.

The goal is bigger than one good tax season. We're building businesses that create freedom, income, and legacy.

What i bring to the table

I combine tax-industry experience, formal business education, hands-on leadership and real-world growth strategy. I teach from what I've studied, what I've built and what I continue to execute.

  • Founder of Tax Boss Suite
    Built a service bureau designed to help PTIN holders, EROs, resellers, and experienced tax professionals grow at every level.

  • Tax Professional Since 2019
    Hands-on experience preparing returns, serving clients, leading tax professionals, and operating inside the industry.

  • Experienced ERO & Service Bureau Leader
    Practical knowledge of professional tax software, bank products, partner onboarding, team development and tax-office operations.

  • Committed to Continued Tax Education
    Actively studies IRS publications, tax-law updates, compliance requirements, and industry developments to strengthen my knowledge and train my partners.

Tax Boss Suite

Contact Details

  • (866) 864-1089

  • NC.US

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