TRANSFORM YOUR TAX BUSINESS. EXPAND. LEAD. SUCCEED

We help Service Bureaus grow beyond 500 trusted tax partners and support tax professionals in reaching 500+ clients building a legacy of success in the industry. This is more than just a program it’s your blueprint to dominate the tax industry. Gain exclusive insights, proven strategies, and the tools needed to turn your vision into reality. Learn how to attract high-quality clients with confidence, streamline your operations, and deliver exceptional service that sets you apart. Build a profitable, scalable practice that provides financial freedom and long-term stability. Are you ready to break barriers and become a leader in the tax world? Your journey to unstoppable success starts now.

Join The Team — Let’s Build Together : Discover the key strategies for creating a SUCCESSFUL tax business from the ground up.
JOIN THE TEAM - LET'S BUILD TOGETHER!   •   JOIN THE TEAM - LET'S BUILD TOGETHER!   •   JOIN THE TEAM - LET'S BUILD TOGETHER!   •   JOIN THE TEAM - LET'S BUILD TOGETHER!   •   JOIN THE TEAM - LET'S BUILD TOGETHER!

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JOIN OUR TEAM TODAY!

Discover the key strategies for creating a successful tax business from the ground up. Our comprehensive program equips you with the knowledge and tools necessary to navigate the complexities of the tax landscape. Learn how to attract clients, manage your finances, and deliver exceptional tax services. Additionally, gain valuable knowledge on how to run your business efficiently and effectively, learning key systems and processes. Build the confidence and experience needed to establish a profitable tax practice and achieve lasting financial independence.

FILE WITH THE TAX ADVISOR
IN PERSON OR FROM THE COMFORT OF YOUR HOME

Become a Part of Our Tax Team

Joining our tax team offers the chance to learn from experienced professionals, gain valuable skills, and engage in meaningful work that positively impacts clients' financial futures. The collaborative environment encourages innovation and personal growth, while flexible work options promote a healthy work-life balance. This is an opportunity to contribute to a dedicated team and make a real difference in the world of finance. Embrace the path to a fulfilling career with us today!

WHERE TO START

Our effective five-step process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

The Tax Advisor & Associates Tier 1 Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.

ONLY $149

WAS $199

The Tax Advisor & Associates Tier 2 Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.

ONLY $199

WAS $999

The Tax Advisor & Associates Tier 3 Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.

ONLY $999

WAS $1599

The Tax Advisor & Associates Tier 4 is designed to assist tax professionals in establishing a successful service bureau business and expanding their client base. You will learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies.

ONLY $1599

WAS $3499

Effective marketing is the cornerstone of a thriving tax business. Success in tax preparation relies more on strategic location and robust marketing than on the technical aspects of preparing taxes. Our user-friendly software enables anyone to complete tax preparations in just minutes, simplifying the process.

However, the real challenge lies in attracting customers. That’s where we come in. We will share our proven marketing strategies with you, guiding you through the complexities of the industry. Our effective guerrilla marketing techniques will pave the way for your success, ensuring you stand out in a competitive market.

With The Tax Advisor, you can take charge of your own business, backed by expert training and state-of-the-art technology from a trusted, and established company in the tax industry. You’ll have access to all the information and tools you need from day one to create successful tax business.

Your personal coach will be an experienced professional who not only operates a successful tax business but also inspires and advises aspiring tax preparation entrepreneurs. As your primary point of contact, your coach will address all your marketing concerns and provide tailored guidance to help you thrive in the tax industry.

Additionally, your coach will assist you in sourcing essential supplies for your tax office at the most competitive prices, ensuring an efficient setup. With their expertise and support, you’ll gain valuable insights and strategies to propel your tax business to success.

HEAR IT FIRST-HAND

WHAT OUR TAX PROS HAVE TO SAY

The Tax Advisor & Associates Software is a leader in the professional tax software industry bringing years of experience 100% web-based and desktop tax software. We have helped hundreds of tax professionals start their own tax businesses and hundreds more gain access to affordable, technology-driven professional tax software. Our prices and year-round customer service are unmatched. We will be there with you every step of the way to ensure your tax business is successful.

Beatriz Riviera

I am profoundly grateful to have had Candace Hill as my mentor. Her relentless support and astute, strategic guidance have been transformative in my career advancement. Candace’s unwavering dedication and visionary insights have not only fortified my confidence but have also propelled me toward unprecedented levels of success. Through our consistent, ongoing meetings, I have cultivated a sharper, more definitive vision for my professional future. I am deeply appreciative of Candace’s commitment and the profound, positive impact she has made on my journey to excellence.

– Beatriz Riviera
Shambre Scott

When I first started my tax business, I knew I wanted success, but I didn’t know exactly how to get there. That all changed when I chose Candace Hill as a mentor at The Tax Advisor & Associates. From day one, I was surrounded by mentors who truly care not just about numbers and profits, but about me and my growth as a business owner. The guidance, support, and real strategies I’ve received have transformed the way I operate. I’m not just learning tax preparation; I’m learning how to build a thriving business with confidence. Having Candace who pours into me, push me, and want to see me win has been a game-changer. If you’re looking for a place where you’re more than just another student where your success actually matters then The Tax Advisor & Associates is the move. I’m grateful for this journey, and I know this is just the beginning!

– Shambre Scott
Malaina Chapman

Just two years ago, I stepped into the tax industry with zero experience. In my first year, as a regular tax preparer, I made just over $60K by simply applying the training and guidance I received from Candace Hill at The Tax Advisor & Associates. That foundation changed everything for me. Heading into my second year, I made the decision to bet on myself… To go all in !! I built a team, leaned into the skills I had learned, and focused on my mission to help create wealthy entrepreneurs. 2025 became the year of explosive growth. Together, my team and I earned over $800K and completed a record-breaking number of returns. This journey has been nothing short of transformational, and it all started with the right mentorship and mindset. If you’re on the fence, let this be your sign to tap in and take control of your future.

– Malaina “Upscale” Chapman
Sommer Coffer

Working with Candace has been an exceptional experience. Her mentorship has truly transformed the way I operate my business. Through her guidance, I’ve learned to use professional software and systems that have helped me run my business more efficiently and effectively.

I initially met Candace seeking to understand how social media could impact my business, and I quickly realized its power and potential. Thanks to her expertise, I now know how to leverage social media to grow and scale my business, which has added tremendous value to my operations.

Joining her team was one of the best decisions I’ve made, and I’ve seen firsthand how her strategies and support can elevate your business. Because of her mentorship, my team and I were able to achieve $1.6 million in bank products.

If you're looking for a mentor to help you grow your service-based business, Candace is definitely the right person for you. Her knowledge, dedication, and real-world insights are unmatched.

– Sommer Coffer

BANKING PARTNERS

Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.

Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features

Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.

BECOME A PARTNER

Click the form below to connect with our Team about your interest in becoming a Tax Partner or to learn more about our organization.

EXISTING PARTNERS

Please click to complete the form below if you are a partner and have any questions or concerns.

SOCIAL MEDIA UNIVERSITY

S.M.U gives you the tools to grow, scale, and monetize your brand online. Whether you're a beginner or pro we help you.

Services we Offer

OUR MISSION AND PROMISE

TO OUR CLIENTS

At The Tax Advisor & Associates, our mission is to deliver exceptional service to our community, ensuring that your experience with us is efficient, straightforward, and enjoyable.

By choosing The Tax Advisor & Associates, you can trust that our clients will have a highly positive experience, leading them to recommend us to their family and friends. Our tax professionals bring in-depth expertise and industry-specific knowledge, allowing us to provide the insight and innovation necessary to maintain compliance and create value in every aspect of our business.

FILE WITH THE TAX ADVISOR
IN PERSON OR FROM THE COMFORT OF YOUR HOME

BUSINESS HOURS

Monday to Saturday: 9am – 8pm EST

Sunday: 11am - 7pm EST

LOCATION

5104 N. Lockwood Ray Rd.,

Sarasota, FL 34234

CONTACT DETAILS

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