join us at tax boss suite
Your journey to financial freedom begins now!
HOW DO I START MY JOURNEY?
step 1:
Purchase your package
step 2:
review & sign your agreement
step 3:
schedule your onboarding meeting
STEP 4:
attend business mastery training
OUR PACKAGES
REVENUE SHARE: 70/30
PTIN REQUIRED
REVENUE SHARE: NONE
PTIN & EFIN REQUIRED
REVENUE SHARE: NONE
PTIN & EFIN REQUIRED
REVENUE SHARE: NONE
PTIN & EFIN REQUIRED
WHAT YOU WILL GET FROM US
TRAINING & TECHNOLOGY
With Tax Boss Suite, 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.
MARKETING STRATEGIES
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 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.
PERSONAL COACH
Your personal coach will be an individual who has operated a tax office and counseled other aspiring tax professionals as well. Your personal coach will be your point of contact for all your tax business marketing concerns.
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.
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.
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.
About Us
At Tax Boss Suite, we don’t just teach taxes - we build bosses.
We empower everyday individuals to launch, grow, and scale profitable tax businesses with confidence. From expert-led training to done-for-you systems and marketing tools, we give you the blueprint and the backup to build your empire.
This is your path to freedom, legacy, and boss-level income.
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