Tax IQ Professional Tax Software
An IRS-Approved Continuing Education Provider
Helping Tax Pros Make Money and Stay Legit
- PROFESSIONAL TAX SOFTWARE.
- IRS-APPROVED COURSES.
- MENTORING & COACHING.
YES, AN ALL-INCLUSIVE PARTNERSHIP.
What I Do
I don’t just give you tax software—I build tax professionals who dominate the industry.
I’ve built an all-inclusive system that puts you in direct connection with an IRS-approved educator who has real receipts of success in this business. When you join my team, you don’t just get software—you get a complete money-making business model engineered to increase profits and elevate YOU as a tax professional in the tax industry.
Because I Desire Everyone to Win, Each Package Contains:
Professional Tax Software
Blueprint to Success
Software Training
Tech Support
IRS Registration
Offer Tax Loans
Customer Support
Client Forms
Bank Registration
Online & Offline Marketing
Tax Law
Unlimited Tax Returns
But This is What Makes Tax IQ Different
Weekly Group Tax Law Updates
Weekly Group “How to Run a Successful Tax Business” Coaching
Annual Filing Season Program (AFSP) 18-CEs
- Listed in the IRS Directory of Qualified Tax Pros
Teach you how to increase your clientele by connecting with certain businesses in your area
Teach you how to target certain niche’s (truckers, gig workers, barber shops/salons, etc.)
Teach you cross-promotion
Teach you how to use my IRS-approved continuing education platform to make money immediately
Teach you social media tips and tricks without running ads
And most important, receive every dime of your money
- Professional cloud-based software
- Software training
- Unlimited returns
- Set your own fees
- Branded mobile app/ Client portal
- Learn how to set up your backend office
- Weekly check in/ strategy group calls
- Attorney written tax partner agreement
- Online & offline marketing training
- Learn how to onboard other preparers under you
- Bank products
- Bulletproof ways to monetize
- Cash advance loans
- Tech support
- Strategy eBook: Standing on Business and Outperforming Your Competitors
- Expert IRS-approved continuing education courses
I Set Up:
- Your Software
- Your Bank Enrollment, and
- Train You and Your Team (weekly calls).
How To Get Started:
- Purchase Your Package
- Review and Sign Agreement
- Schedule On-boarding Call
- Attend Trainings
- Receive Software
- Open Your Tax Office
Get your software today for an amazing price and secure your software for the 2026 tax season!
Tax IQ
$259 | Revenue Share: 60/40
PTIN Holder
Tailored for beginners to entry-level tax preparers. This service aims to enhance knowledge under expert guidance. This option enables you to earn the Annual Filing Season Program Record of Completion and secure your place in the IRS directory for qualified tax professionals, with a 25% discount code. Every tax return undergoes an accuracy review prior to transmission. Tax Pro retains 60% of the preparation fees for funded tax returns.
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- NEW Annual Filing Season Program (AFSP) 25% Discount Code
$419 | Revenue Share: 70/30
PTIN Holder
Tailored for experienced tax professionals who operate independently and require minimal support. This option enables you to earn the Annual Filing Season Program Record of Completion and secure your place in the IRS directory for qualified tax professionals, with a generous 50% discount code. Tax returns will be reviewed before submission. Tax Pro retains 70% of the preparation fees for funded tax returns.
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- NEW Annual Filing Season Program (AFSP) 50% Discount Code
$497 | No Revenue Share
EFIN Holder
Designed for tax professionals who operate independently. Level 3 solely provides software, tech support and bulleted items listed below. This option enables you and your team to earn the Annual Filing Season Program (AFSP) Record of Completion, which secures a spot in the IRS directory for qualified tax professionals, with a bulk discount code included. Tax Pro retains 100% of the preparation fees for funded tax returns.
- Professional Software
- Software Training
- 100% Of Your Prep Fees
- 100% Backend Fees
- Unlimited Licenses
- Unlimited Preparers
- Set Your Own Fees
- Unlimited Efile
- Branded Mobile App/ Client Portal
- Flat $50 Service Bureau Fee
- Learn How To Set Up Your Backend Office
- Biweekly Check In/ Strategy Group Calls
- Attorney Written Tax Partner Agreement
- Online & Offline Marketing Training
- Learn How To Onboard Other Preparers Under You
- Taxslayer Pro Or Olt Pro Available
- Bank Products
- Bulletproof Ways To Monetize
- Cash Advance Loans
- Tech Support
- Strategy eBook: Standing On Business and Outperforming My Competitors
**No Refunds Per Policy**
$499 | Revenue Share: 90/10
PTIN Holder
Tailored for experienced tax professionals who operate independently and require minimal support. This option enables you to earn the Annual Filing Season Program Record of Completion and secure your place in the IRS directory for qualified tax professionals, with a generous 50% discount code. Tax returns will be reviewed before submission. Tax Pro retains 90% of the preparation fees for funded tax returns.
- Professional Cloud Based Tax Software
- Software Training
- Unlimited E-Filing Including All States
- Tech Support
- Offer Cash Advance Loans up to $6,000
- IRS PTIN Registration
- Bank Product Registration
- Mobile App & Client Portal
- Client Forms
- Tax Law Updates
- Weekly Payouts
- Electronic/Remote Signatures
- Facebook Support Group
- Unlimited Income Potential
- Set Your Own Prep Fees
- Unlimited Clients
- No EFIN Required
- Federal/State Tax Return Training
- Online & Offline Marketing Training
- Tax Returns Reviewed Before Transmission
- NEW Annual Filing Season Program (AFSP) 50% Discount Code
$99 | Revenue Share: 60/40
PTIN Holder
Tailored for beginners to entry-level tax preparers. This level aims to enhance knowledge under expert guidance. Every tax return undergoes an accuracy review prior to transmission. Tax Pro retains 60% of the preparation fees for funded tax returns.
$199 | Revenue Share: 70/30
PTIN Holder
Tailored for experienced tax professionals who operate independently and require minimal support. Tax returns will be reviewed before submission. Tax Pro retains 70% of the preparation fees for funded tax returns.
$99 | No Revenue Share
EFIN Holder
Designed for tax professionals who wants both powerful software and the guidance needed to expand in the industry. There’s no revenue sharing—you keep 100% of the tax prep fees charged to your clients. Tax returns do not undergo an accuracy review prior to transmission.
$999 | No Revenue Share
EFIN Holder
Designed for tax professionals who wants both professional co-branded tax software and the guidance required to expand as their own service bureau. This package comes with no revenue sharing—you keep 100% of the tax preparation fees earned from your clients. Tax returns do not undergo an accuracy review prior to transmission.
Testimonials
