Customer Service for Tax Professionals
Build a tax business that's actually profitable.
This is where I apply my customer service expertise specifically to the tax industry. A tax practice isn't just software and a season. It is a service business, and strong client relationships are what make it profitable year after year.
Packages
Find Your Path In.
PTIN Starter
$97 Enrollment
regular price $547
For preparers building their business under our EFIN.
- Software access under our service bureau
- You keep 80% of your prep fees
- Ongoing support, reviewed on your onboarding call
PTIN No-Split
Regular price $997
$497 Enrollment
Same access, keep 100% of your prep fees.
- Software access under our service bureau
- No revenue split, ever
- Ongoing support, reviewed on your onboarding call
EFIN Partner
$97 Enrollment
regular price $547
For EFIN holders ready to bring volume.
- Run under your own EFIN
- No revenue split
- Ongoing support, reviewed on your onboarding call
Service bureau and per-return fees are reviewed on your onboarding call, based on your setup and volume.
What Happens After You Enroll
Welcome & Confirmation
Your enrollment is confirmed and you get a welcome packet with next steps.
EFIN & Bank Enrollment
For EFIN Partner enrollees, we send and process your bank enrollment forms.
PTIN Enrollment
For PTIN Starter and PTIN No-Split enrollees, we get your PTIN set up in our system.
Software Delivered
You get your login access to the tax software.
Walkthrough Call
We walk you through everything live on your onboarding call.
You're Ready
Fully onboarded and ready to prep returns.
Why learn from me
Customer service, applied to tax
I've been a tax professional since 2012, and I own Top Notch Tax Suite, a B2B tax service bureau that supports other tax professionals. I bring 15+ years of customer service leadership into that work, using real systems to help tax professionals serve clients well and keep them coming back.
What it will cover
Three Areas, One Working Business
Set the business up right
Structure, compliance basics, and the decisions that are much harder to fix after your first season.
Software and tools
The software and support side of a tax practice, backed by my own service bureau, Top Notch Tax Suite.
Systems that retain clients
How to follow up, communicate, and deliver so last season's clients come back next season.