Business Formation & Compliance Setup
Start correctly and stay protected. Learn how to structure your tax business, complete PTIN & EFIN registrations, and implement compliance systems that protect your business.
Launch Your Business
Here's What You Get The Moment You Join Tax Pro Launch:
Everything you need to launch a compliant, fully operational tax business from the ground up — built for aspiring professionals ready to turn their skills into a thriving business.
Tax Education & Filing Mastery (for you and your team)
Gain real-world, filing-ready tax training covering 1040 fundamentals, credits, deductions, and practical client scenarios.
Software & Workflow Setup
Set up your tax software, client intake systems, document collection processes, and filing workflows so your operations run smoothly from day one.
The use of our tax software is required.
TaxPro CRM & Automation Systems
Install structured systems designed for tax businesses including CRM pipelines, automated follow-ups, appointment reminders, and client communication workflows.
Marketing Department Launch Support
Learn how to position your tax business, set pricing, and implement marketing strategies that help attract and retain clients.
Due Diligence & Compliance Department Oversight (for you and your team)
Protect your growing business with due diligence training, IRS-aligned documentation standards, and risk-reduction systems for you and your team.
Real-Time Tax Season Support
Receive guidance and operational support during tax season when real questions and challenges arise.
Bi-Weekly Mentorship Calls with Dr. Rosie Thomas
Get direct access to mentorship where you can ask questions, receive business guidance, and gain confidence operating your tax business.
Real Tax Pros. Real results. This could be you.
Six & Seven Figure
Awardees
A portrait of the women redefining what's possible in the industry — captured the night they crossed the threshold into six and seven figures.
6-Figure Club Millionaire's Club
← Swipe to view all honorees →
Photographed at the Annual Tax & Business Summit · Dallas
Hear from the honorees →Industry Partners
In partnership with the industry's best.
The Outcome