BUILD YOUR OWN PROFITABLE TAX BUSINESS THE RIGHT WAY — FROM DAY ONE
MaxTax Pros gives you the systems, software, and support to launch, grow, and scale a professional tax business — whether you're a complete beginner or building a nationwide service bureau network.
BUILD YOUR OWN PROFITABLE TAX BUSINESS THE RIGHT WAY — FROM DAY ONE
MaxTax Pros gives you the systems, software, and support to launch, grow, and scale a professional tax business — whether you're a complete beginner or building a nationwide service bureau network.
Your Path to Independence Starts Here FINANCIAL FREEDOM BEGINS NOW
With MaxTax Pros, you are never alone. Our full ERO Support Team assists both you and your partners every step of the way — from onboarding and system training to compliance guidance and day-to-day operations. When your partners need help, our team is there instantly, so you can stay focused on growth and leadership without being buried in support demands.
You're Closer Than You Think WHERE TO START YOUR BUSINESS
Getting started is easier than you think. Four steps stand between you and a fully operational tax business backed by a decade of proven systems.
ONE DECISION.
When You Partner With Us, You Get THE FULL PLAYBOOK
No guesswork. No figuring it out alone. From day one you get the systems, software, support, and strategy that took us over a decade to build — handed directly to you.
From day one you receive the essential tools, technology, and instruction to build a profitable and scalable tax business — backed by a trusted, established company with a decade of proven results.
A dedicated ERO Support Team handles software setup, bank product enrollment, EFIN compliance, and daily operational needs — so you never get stuck during the most critical moments of tax season.
Step-by-step training from basic navigation to advanced return types. Master the system fast, complete returns accurately, and serve more clients in less time than you ever thought possible.
Stay current on tax law changes, due diligence requirements, and documentation standards. We protect your business so you can operate confidently, ethically, and without the fear of costly errors.
Ready to scale? We provide the infrastructure blueprint — compensation models, onboarding systems, support processes, and leadership strategies to grow a network that produces season after season.
Learn how to attract motivated partners, identify leaders, develop talent, and build a high-performance team culture that drives long-term growth — not just one good season.
We position your brand to stand out with authority. Marketing materials, branding guidance, and professional resources that build trust, attract quality clients, and make you the obvious choice in your market.
Client acquisition wins tax season. Our proven marketing playbooks and daily strategy support give you the digital and field tactics to keep the door swinging and your calendar packed all season long.
Weekly live Zoom sessions covering software, marketing, operations, and business development. Get answers in real time, sharpen your skills, and stay fired up alongside a community of driven professionals.
NOTHING YOU DON'T.
What Powers Your Business THE 4 CORE ENGINES
Every MaxTax Pros partner runs on four purpose-built engines. These are not features — they are the systems that power your marketing, your team, your operations, and your compliance from day one.
Marketing Engine
Client acquisition is the lifeblood of every tax season. The MaxTax Pros Marketing Engine gives you proven systems to fill your pipeline — digital, local, and referral-based — so you never start a season without clients.
Communication Engine
Your dedicated ERO Support Team handles client questions, partner onboarding, software issues, and ticket resolution — all season long. Plus, Taxify360's AI tools automate client intake and follow-up so nothing falls through the cracks.
Operations Engine
Running a tax business is more than filing returns. The Operations Engine gives you SOPs, training systems, and compliance tools so your office runs efficiently — with or without you in the room.
Technology Engine
Every partner gets access to professional tax software from day one — TaxSlayer or CrossLink — plus bank products, refund advances, and Tier 3 partners unlock the full Taxify360 AI platform with whitelabel branding.
Everything In One Place THE MTP ERO PARTNER PORTAL
The MTP ERO Partner Portal is your all-in-one command center for tax season. Every tool, every number, every resource — organized and accessible from one screen so you never waste time searching.
From live IRS support lines and TaxSlayer Pro access to bank product enrollment, compliance tools, and real-time IRS news — it's all built in and updated daily so you and your team stay a step ahead all season long.
Built-In Bank Products
All Three Included
Every MTP partner gets instant access to all three banking partners — no separate applications, no additional fees.
A Green Dot company since 2014. Industry-leading refund transfer and advance loan solutions through a nationwide network.
Low-cost bank product processing with nationwide check cashing, a productivity-packed preparer dashboard, and seamless software integration.
Serving 30,000+ tax offices nationwide with over $1 billion in advance loans issued annually. A Division of MetaBank.
Your Tax Business
Runs Itself.
Taxify360 is your full marketing team, phone system, virtual secretary, and client communication engine — all running 24/7 without you lifting a finger. No office phone needed. No secretary needed. No manual follow-ups. Ever.
Choose Your Tier.
Start Building Today.
One-time investment. No hidden fees. Keep 100% of everything you earn from day one.
Package
one-time
Prepare & file returns under our EFIN — no EFIN required. Only a PTIN needed. Build your client base, learn the business, and get paid from day one.
- ✓Prepare & file returns under our EFIN
- ✓PTIN only required — no EFIN needed
- ✓TaxSlayer Pro software access
- ✓Taxify360 AI Platform (basic tier)
- ✓Bank products — RA, Refundo, SBTPG
- ✓PTIN application assistance
- ✓MTP University full training portal
- ✓Compliance & due diligence training
- ✓ERO Support Team — all season
- ✓Weekly group coaching sessions
- ✓Marketing scripts & playbook access
Package
one-time
File under your own EFIN, keep 100% of every dollar you earn, and bring on unlimited PTIN preparers. Full ERO support keeps your office running all season.
- ✓Keep 100% of all tax prep fees
- ✓Keep 100% of doc prep, e-file & audit fees
- ✓Unlimited PTIN preparers under your EFIN
- ✓TaxSlayer Pro software access
- ✓Taxify360 AI Platform (basic tier)
- ✓Bank products — RA, Refundo, SBTPG
- ✓EFIN & PTIN application assistance
- ✓Custom business name & branding guidance
- ✓MTP University full training portal
- ✓Compliance & due diligence training
- ✓ERO Support Team — all season
- ✓Weekly group coaching sessions
- ✓Tax law & compliance updates
- ✓Client forms & compliance resources
- ✓Business payroll setup support
Bureau Package
one-time
Built for service bureaus ready to scale fast and operate with full control. Keep 100% of all fees — prep, transmitter, doc prep, e-file, and audit — with no revenue share, ever.
- ✓Everything in the EFIN Package
- ✓Keep 100% of all transmitter fees
- ✓Unlimited tax partners nationwide
- ✓Unlimited sub-service bureaus
- ✓Set & control maximum add-on fees
- ★White-labeled co-branded tax software
- ★Custom logo & brand identity created
- ★Custom website — designed & launched
- ★Marketing materials — flyers, social, ads
- ★Full Taxify360 AI onboarding & automation
- ✓SOP manual & service bureau blueprint
- ✓Recruiting & team-building strategy
- ✓1-on-1 coaching & weekly group sessions
- ✓Priority ERO support queue
- ✓Bank registration & tax loan setup
- ✓Social media & marketing training
- ✦Monthly 1-on-1 strategy session
- ✦Business payroll setup support
JOIN MAXTAX PROS TODAY
Three tiers. One mission. Get the tools, training, and support to build a profitable tax business starting this season.