We help tax professionals
GROW their OWN PROFITABLE SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 100 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.
We help tax professionals GROW their OWN PROFITABLE SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 100 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 THE TAX GENERAL
YOUR JOURNEY TO
FINANCIAL FREEDOM
BEGINS NOW!
At The Tax General, 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?
Ideal for individuals with no prior experience in operating a tax business. Each tax return is carefully reviewed before IRS submission. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Requirements:
PTIN (Preparer Tax Identification Number)
Revenue Split: 60/40
Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Requirements:
PTIN & EFIN (Preparer Tax Identification Number & Electronic Filing Identification Number)
Revenue Split: 100%
For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resell tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help
them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.
Requirements:
PTIN & EFIN (Preparer Tax Identification Number & Electronic Filing Identification Number)
Revenue Split: 100%
Designed for those looking to establish a successful Service Bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Requirements:
PTIN & EFIN (Preparer Tax Identification Number & Electronic Filing Identification Number)
Revenue Split: 100%
What you will get from us
TRAINING & TECHNOLOGY
With The Tax General, 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).
Transform your entrepreneurial vision into a thriving service bureau business. Our mentorship program provides expert guidance and support to help you build and expand your business. Whether you're new to the industry or a seasoned pro, we offer tailored strategies for success. Join us and unlock your business's full potential.
Our Software is Now Available for Purchase!
We are proud to unveil our advanced software solution, now available for purchase. Engineered to optimize operations, enhance productivity, and expand capabilities, our software offers sophisticated features meticulously designed to address your specific requirements.
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.
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