The Tax Move — Waitlist
🔒 Waitlist Now Open — Limited Spots

Ready To Make
Your Tax Move?

A mentorship program built for serious tax professionals. Whether you're holding a PTIN, running as an ERO, or operating a full Service Bureau — there's a package built for where you are and where you're going.

3
Partnership Tiers
18
CE Credits Included
12
Week Pre-Season Training
105
Days In-Season Support
Partnership Packages
Find Your Level.
Make Your Move.

Three tiers built for every stage of the tax industry — from individual preparer to full service bureau operator.

Package 01
Playmakers
PTIN Holders

For individual tax preparers ready to get registered, build real skills, and start earning — with full support every step of the way.

IRS RegistrationGet officially registered and ready to prepare returns
Professional Software AccessFull access to industry-leading tax preparation tools
12-Week Pre-Season TrainingBuild knowledge and confidence before tax season hits
18 CE CreditsSelf-paced Tax Law + ASFP courses included
105 Days In-Season SupportGuided support Jan–Apr 2027 through peak filing season
Virtual + In-Office EmploymentFlexible ways to work and grow your practice
Marketing BootcampProven strategies to attract and retain clients
VIP Photo ExperienceProfessional branding photos and headshots included
Custom Marketing AssetsPersonalized tools built to grow your business
Volume-Based CommissionsEarn more as your client base grows

Revenue Share — You Keep:

70%
Entry Level
80%
Moderate Level
90%
Advanced Level
🏃 Playmakers — Join the Waitlist
Package 02
Heavy Hittas
EROs — Electronic Return Originators

For EROs ready to launch under their own name, build a team, automate operations, and keep 100% of their profit.

Custom Business NameLaunch with software that carries your name
Branding GuidanceExpert support for building a strong, professional image
12-Week Pre-Season TrainingComprehensive preparation before the season starts
We Train Your TeamTax law + software instruction for your entire crew
18 CE CreditsSelf-paced Tax Law + ASFP included
Marketing BootcampLearn how to attract clients and retain them long-term
TaxRilla CRM — Business AutomationFull CRM to streamline leads, onboarding, and communication
Team Recruiting & BuildingStrategies for growing a high-performing tax team
100%
Profit — keep everything you earn
+AUX
Auxiliary Markup on your services
☀️
Summer Rebate included
Choose Your Software
OLT
Crosslink Cloud
TaxSlayer
💰 Heavy Hittas — Join the Waitlist
Package 03
Paper Touchers
Service Bureaus

For operators ready to run a full Service Bureau — supporting preparers under your network and building a real revenue stream in the tax industry.

Service Bureau LicenseOperate your own bureau and support preparers under your network
White Label Tax SoftwareProfessional software branded under your company name
Team Training — Tax Law + SoftwareWe train your team on tax law and software navigation
18 CE Credits + ASFPStay compliant with self-paced continuing education
Marketing BootcampAttract taxpayers, grow your base, build local visibility
TaxRilla CRM — Full AutomationLeads, onboarding, communication, and docs all in one system
Service Bureau Infrastructure SetupBackend structure to support preparers and manage reporting
Pre-Built Onboarding SystemsBring new preparers in fast with clear expectations and training
Client Forms & Compliance MaterialsIRS due diligence forms and compliance documents included
Business Payroll Setup SupportGuidance to compensate your team and keep clean records
100%
Service Bureau Profit
100%
Resell Profit — keep it all
+AUX
Auxiliary Markup on services
☀️
Summer Bonus included
Choose Your Software
OLT
Crosslink Cloud
TaxSlayer
📄 Paper Touchers — Join the Waitlist

Tax professionals already on the waitlist

TJ
MR
KS
AP
DW

47+ professionals already waiting

Limited Spots Available
Secure Your
Spot Now.

Early applicants get first access and founding member pricing when we launch. Don't sleep on this.

🔒 No spam. No fluff. Just real mentorship for real moves.

TheTaxMove.com  ·  A mentorship program by a tax professional, for tax professionals.

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