Our Software Packages

Tier 1: Starter Suite

You don’t need an EFIN to start making money in the tax industry.

With the Starter Suite, you can begin as a PTIN tax professional under Tax Boss Suite, receive the tools and support you need, and keep 70% of your preparation fees while learning how to operate like a real tax boss.

This is where you stop watching everybody else eat and finally get in position.

Tier 2: Pro Suite

The Pro Suite is for the tax professional who already has their EFIN and is ready to move like a real business owner.

No revenue split. No percentage coming off the top.

Just professional software, support, structure, and the tools you need to serve your clients and grow your tax office.

You built the business.

You brought the clients.

Now keep your money and operate like the boss you are.

Tier 3: Elite Suite

The Elite Suite is for the tax pro who is done playing small.

You already have your EFIN, now it’s time to stop thinking like a preparer and start moving like an owner.

This package gives you the structure, software, and reseller-level opportunity to build your own tax team, keep your preparation fees, and grow a business that does more than depend on you filing every return yourself.

You are not just filing taxes anymore.

You are building an empire.

Tier 4: Legacy Suite

The Legacy Suite is for the tax boss who is ready to stop moving like a solo preparer and start building like an owner.

This is your service bureau-level package designed to help you create structure, recruit partners, support tax professionals, and grow a business that can live beyond one tax season.

You are not just building income anymore.
You are building legacy.

Our Pricing

Transparent, Value-Driven Pricing

We have four different packages that will meet you wherever you are on your journey to building a profitable tax business.

Tier 1:
Starter Suite

Designed for beginners with no experience in the industry. Each return will be reviewed prior to IRS submission.

Revenue share: 70/30

$99

Tier 2:

Pro Suite

Designed for Tax Professionals that want to start their own tax business. Returns will not be reviewed.

Revenue Share: NONE

$199

Tier 3:

Elite Suite

Designed for Tax Pros that's ready to build a business, a strong brand and resell team software.

Revenue Share: NONE

$799

Tier 4:
Legacy Suite

Designed for seasoned Tax Pros ready to build a high performing team and become a service bureau.

REVENUE SHARE: NONE

$1,499

What You Will Get from Tax Boss Suite

From training and client growth - to strategies, 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

why choose us

We Are The Best

At Tax Boss Suite, we don't just give you tax software and send you on your way. We help you build with structure, support, and strategy so you can move with confidence in the tax industry.

  • Professional Tax Software Access

  • Support for Every Level

  • Training & Business Guidance

  • Growth-Focused Opportunities

  • Community & Tax Season Support

  • Built for Tax Pros who want MORE!

Tax Boss Suite

Contact Details

  • (866) 864-1089

  • NC.US

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