WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO OPTIMAL TAX SOLUTION | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
SMART TAX SOLUTIONS FOR MODERN BUSINESS OWNERS
Keep More.
Grow Smarter.
Build With Confidence.
At Optimal Tax Solution, we help entrepreneurs, tax professionals, and growing businesses reduce tax burdens, increase profitabllity, and build long-term financial success through proven strategies, expert guidance, and practical solutions.
Trusted by Tax Professionals,
Entrepreneurs & Growing Businesses Nationwide
SMART TAX SOLUTIONS FOR MODERN BUSINESS OWNERS
Keep More.
Grow Smarter.
Build With Confidence.
At Optimal Tax Solution, we help entrepreneurs, tax professionals, and growing businesses reduce tax burdens, increase profitabllity, and build long-term financial success through proven strategies, expert guidance, and practical solutions.
Trusted by Tax Professionals,
Entrepreneurs & Growing Businesses Nationwide
As seen on
As seen on
WHY CHOOSE OPTIMAL TAX SOLUTION
More Than Tax Preparation.
A Partner For Your Growth.
Taxes are only one part of building a successful business.
Our mission is to help you make smarter financial decisions, stay compliant, maximize every available opportunity, and create a business that continue growing year after year.
Whether you're starting your journey or scaling an established company, we're here with practical guidance, proven systems, and ongoing support
every step or the way
WHY CHOOSE OPTIMAL TAX SOLUTION
More Than Tax Preparation.
A Partner For Your Growth.
Taxes are only one part of building a successful business.
Our mission is to help you make smarter financial decisions, stay compliant, maximize every available opportunity, and create a business that continue growing year after year.
Whether you're starting your journey or scaling an established company, we're here with practical guidance, proven systems, and ongoing support
every step or the way
OUR SOLUTIONS
Choose The Right Solution
For Your Business Needs
Every business has different goals. That's why we've created solutions designed to meet you where you are today—and help you reach where you want to be tomorrow.
OPTIMAL
START
Perfect for: Individuals who want to become tax preparers and obtain their PTIN.
Revenue Share : 70/30
OPTIMAL
LAUNCH
Perfect for: Tax professionals ready to obtain an EFIN and launch their own tax office.
Revenue Share : NONE
OPTIMAL
PARTNER
Perfect for: Entrepreneurs who want to resell tax software and recruit tax professionals.
Revenue Share : NONE
OPTIMAL
ELITE
Perfect for: Tax business owners who want to build and manage their own Service Bureau with multiple preparers and partners.
Revenue Share : NONE
HOW TO GET STARTED :
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
HOW TO GET STARTED :
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
CLIENT SUCCESS STORIES
Real People. Real Financial Growth.
We're proud to help business owners gain clarity, confidence, and better financial outcomes.
★ ★ ★ ★ ★
Optimal Tax Solution made everything simple. Their team helped me save money while giving me a clear strategy for growing my business.
Jessica M.,
Business Owner
★ ★ ★ ★ ★
The level of professionalism and support exceeded my expectations. I finally feel confident about my business finances.
David R.,
Business Consultant
★ ★ ★ ★ ★
Instead of just filling taxes, they helped me build a long-term financial plan that continues to save me money.
Kaden Scott
Sales Manager
THE IMPACT
Real Results. Real Transformation.
$0M+
REVENUE GENERATED
BY OUR CLIENTS
BY OUR CLIENTS
0+
TAX PROFESSIONALS
MENTORED
MENTORED
0+
STATES IMPACTED
NATIONWIDE
NATIONWIDE
0+
YEARS OF INDUSTRY
EXPERIENCE
EXPERIENCE
THE IMPACT
Real Results. Real Transformation.
$100M+
REVENUE GENERATED
BY OUR CLIENTS
1,000+
TAX PROFESSIONALS
MENTORED
50+
STATES IMPACTED
NATIONWIDE
10+
YEARS OF INDUSTRY
EXPERIENCE
READY TO TAKE THE NEXT STEPS?
Let's Build A Smarter
Financial Future Together.
Whether you need tax planning, business consulting, or long-term financial guidance, we're ready to help you move forward with confidence.
READY TO TAKE THE NEXT STEPS?
Let's Build A Smarter
Financial Future Together.
Whether you need tax planning, business consulting, or long-term financial guidance, we're ready to help you move forward with confidence.
HOW TO GET STARTED :
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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.
Your trusted partner for smarter tax strategies, financial confidence, and long-term business growth.
