
Get the tools, automations, and support to run your tax business smarter.
Each plan pays for itself with just one or two clients, the rest is pure profit
✅ Tax Software
✅ Bank Product Setup
✅ Mentorship for one tax season
✅ No split fees
✅ Virtual Office
Perfect for pros needing software only to file returns fast.
✅ Unlimited Returns
✅ Priority Support
✅ 50/50 commissions with bonus
✅ Software access, & training
✅ Offer upto 7000 advance loan
Perfect for beginners filing up to 50 returns
✅ Take off Marketing Toolkit
✅ Priority Support
✅ No splits
✅ Virtual office
✅ Keep all your profits
Ideal for growing tax prep businesses
✅ Become a service bureau
✅ No yearly renewal fees
✅ Unlimited Office License
✅ Software buildout
✅Everything in other plans
For established firms
ready to scale
This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.
The Beginner Package is specifically designed for tax professionals who are new to operating a tax business.
Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $197!
You will earn a % of the tax preparation fees you charge clients and benefit from year-round support from experienced tax professionals.
Offer Includes:
Professional tax software
Software training
Tech support
IRS registration
Offer tax loans
Support group
Custom marketing material
Client forms
Tax law updates
Experienced business coach
Tax returns review before IRS submission
PTIN registration assistance
The Intermediate Software Package is designed for tax professionals who want to start their own tax business.
It provides guidance on starting and growing a tax business.
This package is intended for individuals new to the industry who will require support in starting and operating a tax office.
An EFIN is needed for this package, but if you do not have one, alternative options are discussed. This is our most frequently chosen package.
Offer Includes:
Professional tax software
Software training
Custom business name
Tech support
IRS registration
Offer tax loans
Client forms
Bank registration
Tax law updates
Experienced business coach
The blueprint to building a tax company
Weekly check-ins
Full ERO support team
No revenue share
EFIN required
The Experienced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of over 300 tax professionals.
This program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training them effectively. For those looking to start their own tax business, it offers extensive training, marketing support, and educational resources to assist with growth.
This equips users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.
Offer Includes:
Professional tax software
Software training
Custom business name
Tech support
IRS registration
Offer tax loans
Full ERO support team
Client forms
Bank registration
Tax law updates
Experienced business coach
Business payroll setup
The blueprint to building a tax company
Weekly check-ins
No revenue share
EFIN required
Find answers to the most common questions related to our services.
Yes, both personal & business returns are supported, including most state forms. If a form is missing, we update regularly based on what our users need.
Yes. With A2Z, you get prompt support. Real people who understand tax, not generic replies. We also include guides and video training so you’re not stuck guessing.
Yes. With A2Z, you get prompt support. Real people who understand tax, not generic replies. We also include guides and video training so you’re not stuck guessing.
Everything you pay for in your plan is shown upfront. No surprise costs. You pick your plan and get what’s promised.

Helping ambitious tax professionals simplify, scale, and succeed, one return at a time.
© 2025 A2Z Tax Software. All rights reserved.
Each plan pays for itself with just one or
two clients, the rest is pure profit
✅ Tax Software
✅ Bank Product Setup
✅ Mentorship for one tax season
✅ No split fees
✅ Virtual Office
Perfect for pros needing software to file returns fast.
✅ Unlimited Returns
✅ Priority Support
✅ 50/50 commissions with bonus
✅ Software access, & training
✅ Offer upto 7000 advance loan
Perfect for beginners filing up to 50 returns
✅ Take off Marketing Toolkit
✅ Priority Support
✅ No splits
✅ Virtual office
✅ Keep all your profits
Ideal for growing tax prep businesses
✅ Become a service bureau
✅ No yearly renewal fees
✅ Unlimited Office License
✅ Software buildout
✅Everything in other plans
For established firms
ready to scale
This package is intended for tax professionals aspiring to become preparers within our company. No prior experience is necessary for this package, although a PTIN is required.
The Beginner Package is specifically designed for tax professionals who are new to operating a tax business.
Each tax return will undergo a careful review before submission to the IRS, so no worries if you don’t have experience. Join our revenue share program for just $197!
You will earn a % of the tax preparation fees you charge clients and benefit from year-round support from experienced tax professionals.
Offer Includes:
Professional tax software
Software training
Tech support
IRS registration
Offer tax loans
Support group
Custom marketing material
Client forms
Tax law updates
Experienced business coach
Tax returns review before IRS submission
PTIN registration assistance
The Intermediate Software Package is designed for tax professionals who want to start their own tax business.
It provides guidance on starting and growing a tax business.
This package is intended for individuals new to the industry who will require support in starting and operating a tax office.
An EFIN is needed for this package, but if you do not have one, alternative options are discussed. This is our most frequently chosen package.
Offer Includes:
Professional tax software
Software training
Custom business name
Tech support
IRS registration
Offer tax loans
Client forms
Bank registration
Tax law updates
Experienced business coach
The blueprint to building a tax company
Weekly check-ins
Full ERO support team
No revenue share
EFIN required
The Experienced Software Package is aimed at tax professionals interested in establishing their own tax business and building a team of over 300 tax professionals.
This program provides guidance on building a brand and team for providing tax services. It includes comprehensive training on growing a tax business, developing a team, and training them effectively. For those looking to start their own tax business, it offers extensive training, marketing support, and educational resources to assist with growth.
This equips users with the knowledge and skills needed to launch and expand a tax enterprise. Please note that an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to operate a tax business.
Offer Includes:
Professional tax software
Software training
Custom business name
Tech support
IRS registration
Offer tax loans
Full ERO support team
Client forms
Bank registration
Tax law updates
Experienced business coach
Business payroll setup
The blueprint to building a tax company
Weekly check-ins
No revenue share
EFIN required
Find answers to the most common questions
related to our services.
Yes, both personal & business returns are supported, including most state forms. If a form is missing, we update regularly based on what our users need.
Yes. With A2Z, you get prompt support. Real people who understand tax, not generic replies. We also include guides and video training so you’re not stuck guessing.
Yes. With A2Z, you get prompt support. Real people who understand tax, not generic replies. We also include guides and video training so you’re not stuck guessing.
Everything you pay for in your plan is shown upfront. No surprise costs. You pick your plan and get what’s promised.

Helping ambitious tax professionals simplify, scale, and succeed, one return at a time.
© 2025 A2Z Tax Software. All rights reserved.
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