The Tax Boss Recipe
Your Path To The Tax Industry Starts Today!
Whether you're brand new or ready to upgrade your tax business, we give you the tools, training, and software to build a profitable, compliant firm from the ground up—no experience required.
Support At Every Level
Sell Tax Software with a focus in Service Bureau
Launch or Level Up Your Tax Firm
New to Taxes? We’ll Turn You Into a Pro
Straightforward, Proven Strategies That Deliver Results
Over 17 Years In The Tax Industry
Tax Office Tools And Onboarding Support
User friendly & Cloud Based Software
Turn Key Service Bureau Business
A Ready-to-launch service bureau business that comes fully equipped with everything you need to start selling professional tax software—no experience required.
Turn Your Hustle Into a Tax Firm With Real Profits.
Tax Firm Launchpad empowers EROs and EFIN holders with discounted tax software featuring low back-end fees. This package includes self-paced training with 15–18 continuing education credits and provides the essential tools to help your office stay compliant and ready for success.
Scale Your Business
Tax Forms 101 is a beginner-friendly course that breaks down the most common IRS tax forms, helping you understand what they are, when to use them, and how to fill them out with confidence.
Level Up With Our Software
Super Easy to Use and Always IRS-Compliant—No Manual Updates Needed
Marketing Training and Assistance
Unlimited Technical Support
Year Round Support
Grow Your Business
No matter which of the three packages you choose, you’ll receive
24/7 Learning Access
client Intake Form & Contract Templates
2 Softwares To choose from
Pre-recorded and Live Learning
3 Banking Partners to choose from
Tax Office and operations SOP's
Mobile App/Client portal to communicate with clients
Unlimited 1:1 mentoring/Coaching
Marketing Assistance
Frequently Asked Questions
If I start off as a PTIN holder can I upgrade to a different package later?
Yes, you can upgrade at any time as long as you meet the qualifications. Any amount you've already paid will be credited toward the next package if the upgrade is made within the same 12 month period.
Can I access the software on multiple devices?
Yes!
You can log into the software from multiple devices, including desktops, laptops, and tablets—as long as you have your login credentials and a stable internet connection. Just make sure to keep your login info secure and avoid sharing it with others.
What Pro Tax Software Does your Company Provide?
We provide Tax Mindset Professional Tax Software
EFIN VS PTIN, What's The Difference?
EFIN holders can send tax returns straight to the IRS. PTIN holders can prepare returns for pay, but if they don’t have their own EFIN, they’ll need to work under someone who does. In that case, their completed returns go through a quick compliance review before being submitted.
How soon can I start using the software after I sign up?
Once you submit your software registration form, you’ll get access within 72 hours (Monday–Friday, excluding holidays). Keep an eye out for your welcome email—it’ll include your username and password so you can log in and start using your Tax Mindset Pro Software right away!
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Once you purchase a software package, we’ll send you an engagement letter plus a couple of quick agreements to sign before jumping into the course. After that’s done, you’ll get an email with your username and password to log in. You can start learning right away—and in Lesson 1, you’ll schedule your onboarding meeting and finish your software registration. Easy and smooth!
REFUND PLOICY
All sales of our software packages are final. Because our packages include immediate access to digital products, proprietary training, licensing, and software activation, we are unable to offer refunds once a purchase has been completed. We strongly encourage all potential users to review the full package details, explore our FAQs, and take advantage of the free software demos before making a purchase.
We are committed to your success and provide extensive onboarding support, training materials, and ongoing assistance to help you get the most out of your investment. If you have questions before purchasing, our support team is here to help you make an informed decision.
Can I see a demo or try a sample return before purchasing?
Yes, you can definitely check out a sample of the software and even complete a test return before purchasing!
Our most popular option is
Tax Mindset – Tax Firm Edition
. It’s super user-friendly and great for completing 1040 and Schedule C tax returns.
👉Click here to try the demo:
https://taxmindset.cloudtaxoffice.com/proavalon/demo/RequestDemo
If you’re looking to file corporate and business returns
, we also offer
Tax Mindset – Corporate Edition
. This version allows you to handle 1120, 1120S, 1065, 1041, 990 returns, and more.
👉 Try the corporate demo here:
https://www.mytaxoffice.com/main/pro/TaxMindSet_Createaccount.php
