Join Our Webinar

Inside the Tax Boss Suite, we don’t just hand you software - we equip you with the mindset, strategies, and systems to operate like a CEO. In our upcoming session, we’ll dive into proven methods for staying compliant while building a profitable, scalable business model.

You’ll discover how to consistently attract and retain high-value clients, elevate your brand reputation, and unlock year-round revenue streams - so tax season is just the beginning, not the end. Whether you’re starting from scratch or ready to expand into a true legacy business, the Tax Boss Suite is your path to building wealth, impact, and freedom.

The Suite System

The proven system for launching, scaling and sustaining a profitable tax business with confidence and legacy in mind.

  • Tax Educaton

  • 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 with Hosting

  • Social Media Training

  • Client Forms

  • Tech Support

Meet The CEO

Shonda Yates, founder of Tax Boss Suite, is a dynamic entrepreneur. Driven by a passion for empowering professionals, she has built a reputation for helping ambitious tax pros launch, scale, and transform their businesses into profitable, legacy-driven enterprises.

With Tax Boss Suite, Shonda has created more than a platform - she's built a movement. Her vision combines innovation, mentorship, and proven strategies to equip tax professionals with the tools, confidence, and support they need to step fully into CEO status. With a foundation rooted in integrity, excellence, and empowerment, Shonda is committed to guiding others on their path to wealth, freedom and lasting impact.

Her mission is simple: show people - especially single moms, dreamers, and go-getters - that financial freedom is possible with the right tools, mentorship, and mindset.

Shonda leads with love, accountability, and transparency. She's not just here to talk money - she's here to change lives.

Shonda is a graduate of Strayer University where she received her Bachelor of Business Administration with a marketing concentration in 2024; and she received her Executive Graduate Leadership Certificate June 2025.

Don't Miss This Opportunity

This is your chance to step inside the Tax Boss Suite and gain step-by-step guidance to launch your tax business with confidence. In this powerful training, we’ll show you how to set up your business the right way - from purchasing tax software and choosing your business name, to creating your brand identity and registering at both the federal and state levels.

You’ll also learn how to secure essential credentials like your EFIN, EIN, and PTIN, set up your office, protect your business with the right insurance, and stay compliant with industry standards. But we don’t stop there - we’ll dive into how to train your team, market your services like a pro, and open your doors with the confidence of a true CEO. Whether you’re starting fresh or strengthening your foundation, the Tax Boss Suite gives you everything you need to build, grow, and thrive.

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