
Just for Booking a Call!
Branded Cloud-Based Tax Software
EFIN Setup Assistance
Live Tax & Software Training
Unlimited E-Filing
Bank Product Partnerships
Offer Advance Loans to Clients
Analytics Team Reviews Every Return
24/7 Support
Just for Booking a Call...
No experience needed · No gatekeeping · No years of waiting

Clients who started with zero experience and followed the blueprint.
So when I ask you who wants to join my tax team this up and coming season, not everybody jump at once!! My first year doing taxes and my team was number 1!! No experience needed! Thanks to my mentors, We couldn’t have done it without you!! I’ve done every hustle you could think of….YOOO THIS REALLY WORKS!! Not to mention our complimentary vacation give aways!! Just call me the Vacay Plug!! Let’s go!! You get a vacation you get a vacation Youuuu get a vacation!!!
This is where INVESTING IN REAL MENTORSHIP as well as yourself can take you!! My awesome mentors Kara Isbell and Jamalh Frazier not only changed my life but rewarded me with this beautiful gift!! I prepared Taxes for many years. However, I was wise enough to humble myself and trust their process to expand my knowledge and education in the industry. With their mentorship I went from Ubering to pay my bills to being able to pay them up for a year!! And I continue to prosper, alot of you guys are held back because you either don’t want to invest in yourself or you think that you’re bigger or too prideful for the program. Invest in you some mentorship, open your mind up to learning!! It could be life-changing I’m a prime example!!
Overall experience 10 out of 10!!! Mentorship is the Best, from Tax Preparer to ERO now! Definitely recommend, a life changing experience for myself and my family. Here they go above and beyond to help you be successful! From classes, to training, to 1 on 1 and on going support all tax season... And it doesn't stop there you get marketing tips, as easy as copy and paste. There is no way you can not be successful. You all have made my experience so much easier and I am very confident in my work today. This type of mentorship is "hold your hand through the process."
Just for Booking a Call...
Every business owner is chasing the same thing: predictable, recurring
demand. Most industries have to convince customers they need
something. The tax industry doesn't.
Everyone has to file. Every single year. It's not optional, it's not seasonal
hype, and it's not a trend that fades — it's federal law.
Recession-resistant industries are rare. Taxes are one of the few. When other businesses slow down
during economic uncertainty, tax filing doesn't — because it isn't a discretionary purchase. That
means you're not building a business around a passing trend. You're building it around a recurring,
government-mandated need that returns to your door every single season.
Every software company sells software. Very few create business owners.
That's the line most competitors won't cross —
because it takes real mentorship, not just a login.

One investment. A complete business, mentorship, and support system —
not a bundle of add-ons.
Branded cloud-based tax software
EFIN setup assistance
Live tax & software training
Unlimited E-Filing
Bank product partnerships &
advance loans
Every return reviewed by
our analytics team
24/7 support
All fast-action bonuses
Just for Booking a Call...
Offer Complimentary Vacations to Your Team of Tax Preparers & Your Clients!
Send them on a vacation in the US or abroad!
All Included with Your Software!
Most training programs make you wait — finish the course, get certified, then maybe
start earning. Earn While You Learn™ flips that model. You start building your
business and generating revenue from day one, while your training runs alongside
You're onboarded onto your own branded
software immediately. As you move through live
training, you're simultaneously preparing to take
on real clients — supported by mentorship
and an analytics team that reviews your work before
anything is filed.
You're not learning in a vacuum. You're learning
inside your own business, on real returns, with a
safety net. That's how our clients have
generated $50,000+ in revenue during their very
first season — they weren't waiting to start, they
were earning while they trained.
This isn't a login and a manual. It's a complete business-in-a-box, built
to take you from "I want to start" to "I'm running a team."
Your own tax preparation platform,
branded to your business — not ours.
Hands-on guidance through IRS
registration so you're compliant from day one.
Real-time instruction on both tax
preparation and the platform you'll run daily.
File as many returns as your business can handle — no per-return caps.
Established relationships that let you offer
refund-related banking products to clients.
Offer your clients advance loans — a
major differentiator and referral driver.
A dedicated team reviews every return
before filing, catching errors before
they cost you.
Real support, day or night — because tax season doesn't run on business hours.
Guidance on structuring your business the right way from the start.
Learn how to find, attract, and retain
clients season after season.
A roadmap for hiring and training your
own preparers as you scale.
The exact system that has helped clients
generate $50,000+ in first-season revenue.
It's not because they lack ambition. It's because everything about starting a tax business has been made to feel complicated, expensive, or out of reach — until now.
Most tax franchises and software providers assume you already have years of experience, an existing client base, or a background in accounting. If you don't, the doors quietly close.
Registering an EFIN, understanding IRS requirements, and setting up compliant systems is confusing enough to stop most people before they ever file a return.
Plenty of companies will sell you a login and leave you to figure out the rest. Without live training and ongoing support, most first-time preparers burn out before their first season ends.
You don't need to be a CPA. You need a system that walks you through every return, backed by a team that reviews your work before it's ever filed.
Tax season happens whether you're ready or not. The people who start see returns. The people who wait watch someone else build the business they wanted.
Designed to help you launch faster and fill your first season with clients.
Ready-to-use social posts, flyers, and client outreach scripts built specifically for tax preparers.
Value
Direct access to a community of other business owners going through the same season, together.
Value
Get real answers on real returns from mentors, every week during season.
Value
The exact scripts and process used to bring on your first preparers when you're ready to scale.
Value
How to keep generating income between tax seasons instead of going quiet for nine months.
Value
A first-season revenue path our most engaged clients have followed.
Phase 1
Software branded, EFIN in progress, live training begins.
Foundation
Phase 2
Recruit and train your first preparers using the Team Recruiting Toolkit.
Scaling
Phase 3
Soft launch to friends, family, and warm referrals using the Marketing Vault.
Leverage
Phase 4
Referrals compound, every return reviewed by the analytics team, advance loans offered.
First Revenue
Phase 5
First season wraps with a client base, a trained team, and a repeatable system for next year.
Target Reached
One of the strongest things you can lean into as a tax business owner is that this is a
recession-resistant industry. Everyone has to file. Every year. That means you're
building a business around a recurring need — not a passing trend.
Instead of asking:
"How can I make money this month?"
Your business begins asking a much stronger question:
"How can I grow my tax business every season?"
That shift — from chasing a sale to compounding a client base — is the entire difference between a side hustle and an empire. Every client you file for this season is a client who returns next season, and the season after that. Every preparer you train multiplies what you can do without multiplying your hours. This is how a single decision to start becomes a business that outlasts any one tax season.
Just for Booking a Call...
If your question isn't here, ask it on your strategy call.
No. Earn While You Learn™ was built specifically for people with zero experience. Every return you prepare is reviewed by our analytics team before it's filed, so you're supported the entire way.
An EFIN (Electronic Filing Identification Number) is required by the IRS to e-file returns. We walk you through the registration process step by step so you're not navigating it alone.
Most clients begin live training and onboarding onto their branded software within their first one to two weeks, and start taking on their first clients shortly after.
Your investment is covered in the Investment section below. There are no hidden per-return fees on top of what's outlined there.
Yes. Team-building strategy and a full recruiting toolkit are included, so you can scale beyond just your own returns once you're ready.
The Off-Season Revenue Playbook bonus walks through how to keep generating income and preparing your business between filing seasons.
Yes. Tax season doesn't run on business hours, so our support doesn't either.
Just for Booking a Call...

No pressure, no scripts — just an honest conversation
about whether Opulence OLT is the right fit for
the business you want to build.
Just for Booking a Call...