Start, Build or Scale Your Tax Business With the Right System Behind You.
Whether you are preparing your first tax return, opening your own tax office, or building a service bureau, Unique Tax Pro gives you the software, training and support to move forward with confidence.
Programs start at $149. Choose the option that matches where you are in your tax business journey.
The Right Tools Can Change How You Run and Grow Your Tax Business.
Unique Tax Pro helps new and experienced tax professionals overcome the challenges that often keep them stuck, underprepared or dependent on someone else’s system.
WE HELP WITH:
- Learning how to prepare tax returns
- Choosing reliable tax software
- Setting up your own tax office
- EFIN and ERO onboarding support
- Keeping more control over your prep fees
- Accessing eligible bank products
- Managing preparers and multiple offices
- Building your own service bureau
WHAT YOU GAIN:
Confidence
Training and guidance to help you operate more confidently.
Control
More ownership over your software, fees, and business.
Systems
A clearer setup for serving clients and managing your team.
Growth
A path from tax preparer to tax office or service bureau owner.
THIS ISN’T JUST ABOUT TAX SOFTWARE.
One Business. Three Clear
Paths Forward.
The Elite Tax Pro Launch System
Learn how to prepare tax returns, access professional software and begin building your tax career.
The Elite ERO Partner Program
Operate under your own EFIN, manage preparers and keep more control over your clients and revenue.
The Elite Service Bureau Blueprint
Build under your own brand, recruit EROs and create a larger tax business supported by proven systems.
You do not have to figure out every step today. Start with the program that matches your current experience and goals.
Choose Your Program and
Start Building.
Select Your Path
Choose the program that fits your current tax experience and business goals.
Complete Onboarding
Provide the information needed to set up your software, office, or service bureau access.
Access Your System
Receive your training, software access, setup guidance, and next steps.
Launch and Grow
Follow the training, serve your clients, and build toward your next level.
Choose the Program That Matches
What You Want to Build.
Start your tax career with the training, professional software, compliance support, and mentorship you need to prepare returns with confidence.
- 12-Week Tax Academy
- Professional Tax Software Access
- Software Training
- Compliance & Return Review Support
- Marketing Training
- Mentorship & Private Community
- 70/30 Commission Opportunity*
More than professional tax software. Get the training, support, resources, and partner opportunities designed to help you operate and grow your tax business.
- Professional Tax Software
- Unlimited E-Filing & Preparers
- Branded Mobile App
- ERO Growth Academy
- Tax Office Marketing Course
- ERO Mentorship & Private Community
- ⭐Partner Revenue & Rewards*
Revenue opportunities, rebates and partner rewards are subject to qualification, applicable program terms and provider requirements.
Build your own branded service bureau with the training, systems, mentorship, and strategies to recruit and support your ERO network.
- Your Own Branded Software
- Complete Service Bureau Training
- ERO Recruitment Blueprint
- ERO Onboarding System
- Service Bureau Revenue Strategies
- CEO Mentorship & Coaching
- Ongoing Growth Support
The Elite Tax Pro Launch System
For aspiring and newer tax professionals who want the training, software, support, and resources to prepare tax returns with confidence.
The 12-Week Tax Pro Academy
- Comprehensive tax preparation training
- Learn how to prepare tax returns
- Self-paced training for flexible learning
The Professional Tax Software System
- Access to professional tax preparation software
- Guided software training
- Support learning how to navigate and use the system
The Tax Pro Compliance & Return Review System
- Return review support
- Access to compliance support
- Additional guidance focused on helping preparers follow applicable requirements
The Tax Business Marketing Blueprint
- Marketing training designed for tax professionals
- Learn strategies for promoting your tax preparation services
The Elite Tax Pro Mentorship Experience
- Mentorship and coaching
- Private community access
- Ongoing learning and support
The Continuing Education Advantage
- Access to 18 CE credits, subject to applicable eligibility and provider requirements
The Tax Pro Earning Opportunity
- 70/30 commission split
- Clear earning structure based on the terms of the preparer agreement
The Transformation
Go from wanting to enter the tax industry to having the training, software, resources, mentorship, and support to begin your journey as a tax professional.
The Elite ERO Partner Program
For new and established EROs who want more than professional tax software. Get the training, support, tools, and partner opportunities designed to help you operate and grow your tax business.
Professional Tax Software
- Professional tax preparation software
- Unlimited individual and business e-filing
- Ability to add unlimited preparers
- Access to available bank product programs
- Software training
- Ongoing technical support
Branded Mobile App
- Client-facing mobile app for your tax business
- Branded with your tax office information
- Give clients another way to connect with your office
ERO Growth Academy
- Build your tax office foundation
- Recruit and build your tax team
- Train and manage preparers
- Strengthen tax office operations
- Protect your EFIN and your business
- Understand bank products and office revenue
- Increase return volume
- Learn strategies for scaling your tax office
Tax Office Marketing Course
- Marketing training created for tax office owners
- Learn how to promote your tax business
- Build visibility in your market
- Learn strategies for attracting more clients
- Create a stronger marketing presence before and during tax season
ERO Welcome & Onboarding
- ERO Welcome Packet
- Software setup assistance
- Bank product enrollment assistance
- Getting started guidance
- Support as you complete your onboarding
ERO Mentorship & Private Community
- Ongoing business guidance
- Mentorship and support
- Private ERO community access
- Business and growth trainings
- Community challenges and implementation support
Partner Revenue & Rewards
- Eligible backend markup opportunities
- Eligible summer rebate opportunities
- Additional benefits for qualifying partners
- Partners reaching 100+ qualifying returns may become eligible for enhanced partner opportunities
Optional Add-On: Audit Protection
- Optional audit protection opportunity
- Available subject to applicable program terms
More Than Tax Software
Get the professional software you need to operate your tax business, plus business training, marketing education, onboarding support, mentorship, community, and partner opportunities designed to help you grow beyond the software.
Revenue opportunities, rebates, incentives and partner benefits are subject to qualification, applicable program terms and provider requirements. Participation or purchase does not guarantee earnings.
The Elite Service Bureau Blueprint
For entrepreneurs and qualified tax professionals who specifically want to build and operate their own service bureau under their own brand.
The Elite Service Bureau Launch System
- Build your own service bureau business
- Operate under your own brand
- Establish the foundation for your service bureau model
The Complete Service Bureau Training Academy
- Service bureau business training
- Learn how the service bureau model operates
- Training focused on building and managing your service bureau
The ERO Partner Recruitment Blueprint
- Strategies for recruiting ERO partners
- Tax preparer recruitment strategies
- Guidance for building your partner network
The Ultimate ERO Onboarding System
- Systems for onboarding ERO partners
- Processes for getting new partners started
- Create a more organized onboarding experience as your network grows
The Service Bureau Revenue Strategy
- Guidance around establishing eligible service bureau fee opportunities
- Guidance around eligible audit protection fee opportunities
- Education on available revenue opportunities, subject to applicable provider, transmitter, bank, and program terms
The Service Bureau CEO Mentorship Experience
- Ongoing mentorship and coaching
- Guidance as you operate your service bureau
- Support as you build your brand and recruit your ERO network
The Transformation
Go from wanting to enter the service bureau business to having your own branded service bureau, training, recruitment and onboarding systems, revenue strategies, and mentorship to help you build your business.
Meet Tamika
I have worked in the tax industry for more than 14 years and built Unique Tax Pro to give tax professionals more than another piece of software.
My goal is to provide the training, systems, and support needed to help you start correctly, operate with confidence, and grow into the business owner you want to become.
Whether you are preparing your first return or ready to build a service bureau, you do not have to take the next step alone.
Frequently Asked Questions
Everything you need to know before choosing your Elite Tax Business Path.
Which Elite program is right for me?
Do I need tax experience to get started?
What professional tax software do you offer?
Do I need an EFIN?
Can I join The Elite ERO Partner Program if I’m already an ERO?
Do I need to offer bank products to become an Elite ERO Partner?
Can I switch from my current tax software provider or service bureau?
Can I keep 100% of my tax preparation fees as an ERO?
Can I add multiple preparers to my tax office?
What are VIP Partner Rewards?
What training, mentorship, and support will I receive?
What is The Elite Service Bureau Blueprint?
Is The Elite Service Bureau Blueprint the same as The Elite ERO Partner Program?
Are there any additional or hidden fees?
What happens after I enroll?
Still have questions? We’re here to help you choose the Elite Tax Business Path that’s right for you.
Have Questions? Book a CallTell Us Where You Are, and We’ll Help You Choose Your Best Next Step.
Complete the short form below and our team will guide you toward the program that best matches your experience, goals, and current business stage.