LEARN HOW TO

START, GROW & SCALE

YOUR TAX 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.

At A1 Tax Pro, 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 :

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.

Revenue Share 60/40

No EFIN Required

GET STARTED

Tax professionals can start our no revenue share program for only a $699. Receive 100% of the tax preparation fee you charge clients.

No Revenue Share

EFIN Required

GET STARTED

The A1 tax Pro, Pro Package III 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

No Revenue Share

EFIN Required

GET STARTED

The A1 tax Pro, Pro Package IV is designed for Tax Professionals who want to build their own Service Bureau business.

A1 tax Pro 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.

No Revenue Share

EFIN Required

GET STARTED

With seamless integration into A1 Tax Pro Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.

GET STARTED

A1 Tax Pro 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.

GET STARTED

Great logo is designed to be immediately recognizable and embedded forever in the minds of consumers. It can be creative and elaborate, but it should also be insightful and intelligent.

GET STARTED

Join our in-depth coaching experience designed to take your tax business to the next level. This power-packed session includes strategic planning, marketing execution, team building, tax education, software mastery, and real-world action steps to grow your revenue and client base fast.

GET STARTED

Launching Your Tax Business is a comprehensive eBook designed to provide aspiring entrepreneurs with a step-by-step guide to starting and growing a successful tax preparation business. Whether you’re a seasoned tax professional or someone looking to break into the industry, this eBook will walk you through the essential steps to launch your business and attract clients.

GET STARTED

With A1 Tax Pro, 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.

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.

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).

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.