The complete system to launch, run, and scale a profitable tax office — your software, your mentorship, your team training, and your backend revenue, all in one place.
Includes the 8-Week ERO Growth Accelerator · Software partnership required
Plenty of people have the tools. Far fewer have the system, the strategy, and the support behind them.
You bought software and got a login — no guidance, no mentor, no roadmap for what actually drives growth.
Inconsistent preparers and compliance gaps cost you returns, reputation, and your EFIN's good standing.
No backend strategy, no off-season revenue, no rebates — just a three-month hustle that disappears in April.
These are office owners who plugged into the Tax Pro Growth System and turned it into real revenue.
Results reflect the earnings of individual office owners. Your results depend on your effort, your market, and how fully you work the system.
This is more than software. It's the full infrastructure behind a profitable, year-round tax operation.
Pick the platform that fits your office — TaxSlayer, OLT Pro, or Crosslink — fully set up and ready for the season.
Live mentorship built to accelerate ERO growth, with owner-only strategy classes and select classes you can bring your preparers into.
We train your preparers directly so your whole office executes at the same high standard — no broken telephone.
Access to backend markup structures and summer rebates so your revenue keeps working long after tax season ends.
Guidance and assets to keep your office visible, booked, and growing — online and in your local market.
Stay sharp and compliant with training on the tax law and updates that affect your returns and your clients.
Hands-on training so you and your team know the platform inside out before the first return is filed.
Proven systems and direct guidance from a mentor who's followed these exact strategies to consistent high multiple six figures.
Every Growth System member chooses the professional tax platform that fits how they run their office.
A trusted, full-featured platform built for high-volume professional offices.
A flexible, cost-effective platform with everything you need to file with confidence.
A powerful, professional-grade platform known for speed and reliability in peak season.
Not sure which fits your office? Your enrollment includes guidance to help you choose the right platform.
Owners get the strategy. Teams get the standard. Everyone performs.
Financials, fee structure, scaling, and local market strategy — the competitive moves reserved for office owners and the decisions that actually drive growth and profit.
Compliance, customer experience, marketing, and retention — taught directly to your preparers so your whole office operates at the level your brand demands.
Eight weeks, eight focused themes — each one built to move your office forward.
Hiring, training, and managing preparers so your office performs at one standard — and doesn't fall apart when you step away.
Owner OnlyDue diligence and compliance done right — the documentation, red flags, and standards that keep your office out of trouble.
Owners + PreparersBuilding a fee structure and office financials that actually pay you what you're worth — not what you've been settling for.
Owner OnlyThe full client experience — setting expectations, handling tough conversations, and turning one-time filers into loyal returners.
Owners + PreparersSocial media that converts — content, cadence, and compliant promotion that fills your office before the season starts.
Owners + PreparersLocal marketing and year-round visibility so you're the name people already know when tax season comes around.
Owner OnlyAppreciation, givebacks, and a referral engine that turns happy clients into a steady stream of new business.
Owners + PreparersAdding credit repair as a complementary service — how to turn your off-season into a second stream of income.
Owner OnlyEverything inside the Tax Pro Growth System, bundled into one enrollment.
A software partnership with Tax Envy Software is required to enroll.
Get your software, your mentorship, your team training, and your backend revenue — all in one system.
Get the Tax Pro Growth System