Empowering

Tax Legacy

Defining True Legacy Through Financial Empowerment

Empowering Tax Pro helps Service Bureaus scale quickly and operate at maximum profitability by providing the systems, coaching, and backend support needed to grow a strong network. You keep 100% of your tax prep and all add‑on fees—including transmitter, doc prep, e‑file, and audit fees, while building unlimited tax partners and service bureaus under your organization, allowing you to expand production, increase revenue streams, and grow nationwide.

100%

Client Satisfaction

Empowering

Tax Legacy

Defining True Legacy Through Financial Empowerment

Empowering Tax Pro helps Service Bureaus scale quickly and operate at maximum profitability by providing the systems, coaching, and backend support needed to grow a strong network. You keep 100% of your tax prep and all add‑on fees—including transmitter, doc prep, e‑file, and audit fees, while building unlimited tax partners and service bureaus under your organization, allowing you to expand production, increase revenue streams, and grow nationwide.

100%

Client Satisfaction

500+

Service Bureaus

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GET STARTED WITH YOUR OWN TAX BUSINESS EMPOWERING TAX PRO HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GURENTEED!

What we do?

Powered by Empowering Financial Literacy

Credit

Restoration

Elevating your financial profile through premium credit restoration and wealth-building strategies.

Business Funding

Unlock exclusive funding opportunities designed to help your business grow with power and purpose.

Business Development and consulting

Luxury-level business consulting focused on structure, strategy, scaling, and long-term success.

Service Bureau Mentorship

Elite mentorship for ambitious tax professionals ready to build thriving service bureau empires.

Tax

Preparation

Sophisticated tax preparation services delivering precision, compliance, and maximum financial advantage.

JOIN US AT Empowering tax pro

Your Journey To

FINANCIAL FREEDOM

BEGINS NOW!

With Empowering Tax Pro , you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.

JOIN US AT Empowering Tax Pro

Your Journey To

FINANCIAL FREEDOM

BEGINS NOW!

With Empowering Tax Pro, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.

Where To START?

Step 1 : Make your payment to secure your package.

Step 2 : Sign your service agreement to activate your account.

Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 4 : Get access to our training and community to start building your business.

What you will

get from us

TRAINING & TECHNOLOGY

With Empowering Tax Pro, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.

ERO SUPPORT

We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.

SOFTWARE TRAINING

We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.

TAX EDUCATION & COMPLIANCE TRAINING

We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.

SERVICE BUREAU TRAINING

For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.

TEAM BUILDING & RECRUITING TRAINING

We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.

BRANDING YOUR BUSINESS

We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.

MARKETING STRATEGIES

Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.

WEEKLY GROUP TRAINING

You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.

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

Partner with us today!

CONTACT US

COMPANY

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