Join Maxtax Plus Training & Software

Build, grow, and scale your tax business with professional training, software access, mentorship,

and support through MaxTax Financial Services.

starter

tax pro

Perfect for beginners

$250

Software Acess

Basic Tax Training

PTIN Guidance

Marketing Training

Group Support Chat

Optional Revenue Split

Boss Elite

Service Bureau

For preparers ready to build a team

$1500

Full Software Access

Service Bureau Setup

Team Management Training

Compliance Training

Recruiting & Marketing Strategies

Ongoing Mentorship

executive

tax pro

For experienced preparers ready to grow

$750

Advanced Tax Training

Branding & Marketing Support

Weekly Mentorship

Business Scaling Guidance

Priority Support

Higher Revenue Split Opportunities

Software

only

Professional

software access

$350

Professional Tax

Software Access

Bank Product Connections

Basic Setup Assistance

EFIN-Compatible Options

Clear Flat Fee Structure

Beginner Friendly Access

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