Purchase Bundle
Tools, training, and compliance for real tax professionals. Tools, training, and compliance for real tax professionals.
Start or grow your tax business the right way. Whether you're brand new or ready to expand, we've got the blueprint to help you build a profitable, compliant, and sustainable tax practice.
Choose Your Path to Tax Pro Success
Every tax professional's journey is different. That's why we've built three distinct paths to meet you exactly where you are — whether you're just getting your PTIN or scaling a multi-preparer operation.
For New Tax Preparers
Start your tax career with confidence. Learn how to do taxes step-by-step, get your PTIN, and understand how the industry really works.
For EROs + Tax Offices
Scale with systems that make sense. Get industry-leading software, EFIN support, client workflows, due diligence tools, and audit-proof systems.
For Compliance + Products
Done-for-you tools that keep your business clean and compliant. Access service bureau resources, AI assistance, due diligence kits, and expert webinars.
New to Tax Prep? Start Here
Build Your Foundation the Right Way
Breaking into the tax industry doesn't have to be overwhelming. Our step-by-step training program walks you through everything from understanding tax forms to preparing your first return with confidence.
You'll learn the fundamentals of tax preparation, navigate IRS requirements, secure your PTIN, and understand exactly how this business works — no guesswork, no fluff, just practical knowledge you can use immediately.
This isn't just about learning software. It's about building a real skill set that translates into income, credibility, and career longevity. We'll show you what the tax prep business actually looks like behind the scenes.
EROs & Tax Office Owners: Level Up Your Operations
Running a tax office means juggling compliance, client expectations, software, security, and profitability — all at once. We built our ERO solutions specifically for tax pros who are done winging it and ready to operate like the professionals they are.
Industry-Leading Software
Professional-grade tax preparation tools that handle complex returns, integrations, and e-filing with ease. Built for speed, accuracy, and scalability.
EFIN & IRS Compliance Support
Navigate the IRS application process, maintain your EFIN status, and stay compliant year after year. We handle the confusing stuff so you don't have to.
Client Workflows That Convert
From intake to e-signature to payment, streamline every touchpoint. Reduce friction, improve client experience, and get paid faster.
Due Diligence Made Simple
Protect your business with built-in due diligence checklists, documentation tools, and audit defense strategies that keep you IRS-ready.
Audit-Proof Systems Built to Last
Create a business infrastructure designed to withstand IRS scrutiny. Document everything, automate compliance, and sleep better at night.
Compliance & Digital Products That Work
Stop reinventing the wheel every tax season. Our done-for-your digital products give you instant access to compliance tools, SOPs, training resources, and AI-powered support — so you can focus on serving clients instead of scrambling for answers.
Coco GPT™: Your AI Tax Assistant
Get instant answers to tax questions, research complex scenarios, and access expert-level guidance 24/7 with our custom-trained AI tool.
Due Diligence Kits
Stay compliant with ready-to-use due diligence checklists, client questionnaires, and documentation workflows designed for IRS standards.
SOPs for Every Season
Download plug-and-play standard operating procedures that cover onboarding, returns processing, payments, and year-end close-out.
Software & Service Bureau: Your Year-Round Revenue Engine
From Tax Season to Off-Season, Run Your Office Like a Boss
Most tax pros think income stops after April 15th. Not true. With the right software and service bureau setup, you can generate revenue all year long — amendments, extensions, bookkeeping, payroll, business consulting, and more.
Our software solutions aren't just for preparing 1040s. They're built to power a full-service tax and accounting practice that operates 12 months a year. You get powerful tools, seamless integrations, dedicated support, and training that actually makes sense.
Stop treating your tax business like a side hustle. Start running it like the profitable, professional operation it deserves to be.
Free Resources to Start Smart & Stay Sharp
Before you invest a dime, grab these essential tools. We've packaged everything new and growing tax pros need to launch correctly, stay compliant, and avoid the costly mistakes that sink most first-year preparers.
ERO Launch Checklist
Step-by-step guide to becoming an Electronic Return Originator, including EFIN application, fingerprinting, suitability checks, and IRS requirements.
Tax Preparer Starter Guide
Everything you need to know before preparing your first return — PTIN registration, continuing education, ethics, software selection, and pricing strategies.
Due Diligence Cheat Sheet
Quick-reference guide to IRS due diligence requirements for EITC, CTC, AOTC, and HOH. Protect yourself from penalties and audits from day one.
Why Tax Pros Choose W2G TaxPro
We're not just another vendor. We're tax professionals who built tools for tax professionals — because we know what it's really like in the trenches during tax season and beyond.
Real Industry Experience
Our team has prepared thousands of returns, navigated IRS audits, built tax offices from scratch, and scaled multi-location operations. We've been where you are.
No Fluff, Just Results
We don't do generic business advice or cookie-cutter templates. Everything we create is specific to the tax industry, tested in real offices, and designed to actually work.
Support That Shows Up
When you need help, you get real humans who understand tax prep, not offshore call centers reading scripts. We're in this with you, especially during crunch time.
Built for Growth
Whether you're a solo preparer or managing a team, our tools scale with you. Start simple, add what you need, and grow without switching platforms.
Need Help with Your Personal Taxes or Credit?
You're in the Wrong Place (But We Can Help)
This page is specifically for tax professionals — preparers, EROs, and office owners. If you're looking for someone to do your personal taxes, handle your credit repair, or help with your individual financial situation, we've got you covered on a different site.
Head over to Balance the Bag, where we help everyday taxpayers and consumers get their money right, fix their credit, and navigate tax season stress-free.
Ready to Build Your Tax Business the Right Way?
Stop guessing. Start growing. Choose your path and get the tools, training, and support you need to succeed in the tax industry.
New Tax Preparers
EROs & Tax Offices
Digital Products
Questions? We're here to help. Reach out anytime — we're tax pros talking to tax pros, and we actually answer our emails.