LEARN HOW TO
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
Tax IQ specializes in helping Tax Pros expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network.
LEARN HOW TO
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
JOIN US AT tax iq!
YOUR JOURNEY TO FINANCIAL FREEDOM BEGINS HERE, NOW!
At Tax IQ Software, we understand that taxes are not just about numbers and crunching figures. They are about unlocking opportunities and securing a prosperous future. That's where we come in: your trusted partner in maximizing your financial potential. Embrace this remarkable opportunity and embark on a rewarding journey with us today!
WHERE TO START?
5 STEPS TO GET STARTED :
STEP 01
Purchase Your Package Level 1,2,3 or 4
STEP 02
Review & Sign your Agreement
STEP 03
Schedule your onboarding meeting
STEP 04
Get Access to Software & Attend trainings
STEP 05
Open Your Tax Business
our
software packages
LEVEL 1
PTIN Holder
Tax professionals can start our revenue share program for only a $499. Receive 60% of the tax preparation fee you charge clients and get all your tax returns reviewed for IRS submissions.
now only $99
Revenue Share: 60/40
LEVEL 2
PTIN Holder
Tax professionals can start our no revenue share program for only a $399. Receive 100% of the tax preparation fee you charge clients.
now only $399
Revenue Share: 70/40
LEVEL 3
efin Holder
TAX IQ Academy is designed for Tax Professionals who are ready to build a business, a strong brand, and Team Selling Software. We will teach you how to expand your tax business, how to build a team, and how to grow your tax business
now only $99
No Revenue Share
LEVEL 4
SERVICE BUREAU PACKAGE
TAX IQ Academy service bureau package is designed for Tax Professionals who want to build their own Service Bureau business.
TAX IQ Academy will teach your how to build a strong brand, how to build marketing, and how to recruit new partners. We will teach you how to grow a successful service bureaus business, how to build a team, and how to train your team.
now only $999
No Revenue Share
What you will get from us
TRAINING & TECHNOLOGY
With TAX IQ Academy, 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
The 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 share our considerable experience and successful tax business marketing strategies with you. 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 operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
What you will get from us
TRAINING & TECHNOLOGY
With TAX IQ Academy, you can successfully operate your own tax business backed by a trusted and established company, from day one. You will receive live training sessions on Zoom covering software, marketing, operations, tax law and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated and supported while growing your business alongside other professionals.
MARKETING STRATEGIES
The tax preparation business is more about 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. Client acquisition! With our proven marketing playbooks and strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
tax education
As the sister company to Tax IQ Academy, you'll have access to IRS-approved tax education and ongoing training designed to keep you informed of tax law changes, due diligence requirements, and industry best practices. Our goal is to help you operate confidently, efficiently, and in full compliance while protecting and growing your business, from day one.
PERSONAL COACH
Audrey will be your dedicated business coach and primary point of contact. With more than a decade of experience operating a successful tax practice and leading one of the nation's Top 1% Service Bureaus, she'll provide guidance on marketing, business growth, office setup, and proven strategies to help you build a successful tax business.
OUR BANKING PARTNERS
REFUND ADVANTAGE
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
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
SANTA BARBARA TPG
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.
our
software packages
LEVEL 1
PTIN Holder
Tax professionals can start our revenue share program for only $399. Receive 60% of the tax preparation fee you charge clients and get all of your tax returns reviewed for IRS compliance.
now only $99
Revenue Share: 60/40
LEVEL 2
PTIN Holder
Tax professionals can start our revenue share program for only $699. Receive 70% of the tax preparation fee you charge clients and get all of your tax returns reviewed for IRS compliance.
now only $399
Revenue Share: 70/30
LEVEL 3
EFIN Holder
For tax professionals who wants to launch and grow a profitable tax business without supervision and revenue split, for only $999. With this package, you can bring on unlimited PTIN preparers, and you keep 100% of your prep fees. An EFIN and PTIN are required to participate in this package.
now only $99
No Revenue Share
LEVEL 4
SERVICE BUREAU PACKAGE
For tax professionals who wants to launch and grow a profitable tax business under their own brand, without coaching, supervision or revenue split, for only $1,599. With this package, you can bring on unlimited PTIN preparers, unlimited Service Bureaus and you keep 100% of your prep fees while building and managing your own tax network. An EFIN and PTIN are required to participate in this package.
now only $1,599
No Revenue Share
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SOFTWARE PACKAGES
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