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Seasonal Earners
Learn tax preparation and earn flexible income during tax season — no experience required.
Launch Your Tax Career or Build Your Own Tax Business
Training, software, support, and a proven system to help you earn more — whether you’re starting fresh, scaling a team, or becoming a service bureau.
WHO WE SERVE
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Office Builders
Open your own tax office with our software, EFIN guidance, marketing tools, and team onboarding systems.
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Service Bureau Partners
Offer software, support, and onboarding to your own network and earn overrides + residual income.
WHY CHOOSE OPTIMAL TAX SOLUTIONS
We don’t just train you — we equip you to succeed.
- IRS‑compliant tax training
- Step‑by‑step certification process
- White‑label tax software
- Bank product enrollment support
- Team onboarding tools
- Marketing templates + funnels
- Dedicated support team
- Proven systems used nationwide
You’re not doing this alone — you’re joining a system built for growth.
Choose Your Path
Tax Business Starter
Learn tax preparation fundamentals, complete hands-on training, and prepare to begin your virtual tax career
$497one-time fee
Starter plan includes
- Gets course + E-book
- Setup checklist
- Community Access
- Tax Preparation Intro Training
- $49/month optional Includes:
- Weekly Q&A
- Updates
- **Software NOT Included
Virtual Tax Business System
Receive onboarding, workflows, support systems, and operational guidance to begin filing returns professionally.
$997 -$149 monthly
Pro plan includes
- Software setup assistance
- Onboarding
- Scripts
- CRM templates
- Workflows
- Pro Infrastructure: $149/MONTH INCLUDES:
- Software support
- Onboarding support
- Workflow systems
- Templates
- Operational Guidance
- Compliance reminders
Elite Service Bureau Partner Program
Access private-label infrastructure, scalable onboarding systems, operational support, leadership coaching, and revenue-sharing opportunities.
$3500 -$299 monthly
Service Bureau Program Includes
- Everything in Starter & Pro plan
- Live coaching
- Dashboard systems
- Compliance systems
- Advance onboarding
- Scaling support
- Elite Support: $299/MONTH Includes:
- Priority onboarding & operational support
- Weekly leadership and scaling calls
- Advanced workflow systems & automation resources
- Recruiting & team-building guidance
- Compliance and operational best practices
- Access to Elite partner community and resources
How It Works
Step 1 — Choose Your Path
Seasonal Earner, Office Builder, or Service Bureau.
Step 2 — Complete Training & Onboarding
We walk you through intro training, software setup, and compliance.
Step 3 — Launch Your Tax Career or Office
Start earning with our proven systems and support.
Step 4 — Scale With Confidence
Grow your income, your team, or your network.