TAXX BOSS partners
LEARN HOW TO GROW YOUR TAX BUSINESS
We Guarantee You 100 New Tax Clients Or Your Money Back
WHERE TO START?
PURCHASE YOUR PACKAGE (PTIN, ERO OR SB)
REVIEW AND SIGN YOUR AGREEMENT
SCHEDULE YOUR ONBOARDING MEETING
ATTEND OUR BUSINESS MASTERY TRAINING
GROW YOUR TAX BUSINESS
PTIN
BEGINNER
$99
Tax professionals can get started with our revenue share PTIN Beginner program for only $99. Receive 50% of the tax preparation fees you charge clients and get all of your tax returns reviewed before IRS submission.
50/50 REVENUE SHARE
NO EFIN REQUIRED
ENROLLMENT IS NOW OPEN
TEAM
BUILDER
$299
or 4 Payments of $100
The Team Builder package is designed for tax professionals who want to grow their own tax business. We will teach you how to market a tax business, develop a team and train that team effectively.
70/30 REVENUE SHARE
NO EFIN REQUIRED
ENROLLMENT IS NOW OPEN
ERO
PARTNER
$699
or 4 Payments of $200
The ERO Partner package is designed for tax professionals who want to scale their own tax business. We will teach you how to market a tax business, develop a team, and train that team effectively.
We guarantee you 100 new tax clients or your money back.
Please note that both an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required for this package.
ENROLLMENT IS NOW OPEN
Service Bureau
PARTNER
$2499
or 2 Payments of $1500
The Service Bureau Partner package is designed for tax professionals who want to start or grow a successful service bureau business. We will teach you how to build a strong brand and team selling software.
We guarantee you 100 new tax clients or your money back.
Please note that both an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required for this package.
ENROLLMENT IS NOW OPEN
WHAT YOU WILL GET FROM US
TRAINING AND TECHNOLOGY
With the Taxx Boss Challenge, 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 provided from the very beginning of your time with us
MARKETING STRATEGIES
The tax preparation business is more about location and marketing than it is 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. But we shall share our considerable experience and give you the best business marketing strategies. We will guide you through guerilla marketing tweaks 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 consulted other aspiring tax prep business entrepreneurs as well. Your personal coach will speak with you one-on-one for all your tax business marketing concerns. Next, we will show you how to buy the things you need for your tax office at the least cost (office set-up)
OUR PRODUCTS
With seamless integration into The Taxx Boss Pro Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The Mobile App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
The Taxx Boss provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic custom web designs. Every business need something different from their website; even different businesses in the same industry can have different needs and unique opportunities.
Embark on a transformative journey with our service bureau business mentorship program and unlock the potential of your entrepreneurial aspirations. Our comprehensive mentorship offers invaluable guidance and support to help you establish and scale a thriving service bureau business. Whether you're a seasoned professional or a newcomer to the industry, our program provides tailored strategies, practical insights, and expert advice to propel your business forward. Gain access to a wealth of knowledge and experience as you navigate the intricacies of the service bureau landscape. Elevate your business acumen and achieve your entrepreneurial goals with the guidance of our seasoned mentors. Join us today and take the first step towards unlocking your business's full potential!
With seamless integration into The Taxx Boss Pro Software, the CRM lets you expand your reach and puts YOUR business in the palm of your client's hand. The CRM allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
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.
REPUBLIC BANK TAX SOLUTIONS
Tax Refund Solutions is committed to working with tax offices of the highest caliber. We want to ensure consumers are offered our tax products in a fair and responsible manner and that they are presented with clear choices in making their decision. As a stakeholder in the electronic filing industry, we endeavor to promote integrity throughout our program and to be a sound steward in the e-file process.
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.
GET IN
TOUCH WITH US!
BECOME A PARTNER
Click to complete the form to contact The Taxx Boss regarding your interest in becoming a Taxx Boss partner or information about The Taxx Boss Mentorship.
EXISTING PARTNERS
Click to complete the form below if you’re a Taxx Boss partner regarding questions or concerns that you may have.
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INCOME DISCLAIMER : Although we make every effort to accurately represent the services and/or products presented on this website, Taxx Boss Pro makes no assurance, representation or promise regarding future earnings or income, or that you will make any specific amount of money, or any money at all, or that you will not lose money. Earnings or income statements, or examples of earnings or income, represent estimates of what you may earn; however, there is no promise or guarantee that you may experience the same level of earnings or income. There is no assurance that any prior success or past results regarding earnings or income may be an indication of your future success or results.
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