OPTIMAL ELITE
No Revenue Share | PTIN & EFIN Required | $1997
Take your tax business from solo to service bureau.
This package is built for ambitious tax professionals who are ready to lead, grow, and scale. Whether you’re building a team or expanding your brand, you’ll get the expert guidance, tools, and support needed to operate like a true service bureau owner. From systems to strategy, this package helps you position yourself as a leader in the tax industry, while creating the freedom and income you’ve been working toward.
What's included?
Co-branding Software
The Blueprint To Optimal Tax Solution
Professional Tax Software
Software Training
Custom Business Name
Tech Support
Team Building
Team Support
IRS Registration
Offer Tax Loans
Client Forms
Recruiting Training
Bank Registration
Full Ero Support Team
Tax Law Updates
Experienced Business Coach
Unlimited Partners
Business Payroll Setup
Tax Returns Review Before IRS Submission
The Blueprint To Building A Tax Company
Weekly Check-ins
CRM Automations And Workflow
Our 5 simple steps process 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.
WHY PROFESSIONALS CHOOSE OPTIMAL TAX SOLUTION
More Than Software.
A Partner In Your Success.
We don't just give you software-we give you the knowledge, support, and systems to build a sustainable and profitable tax business.
$100M+
Revenue Generated By Our Professionals
1,000+
Tax Professionals
Trained
10+
Years Of Industry
Excellence
Your trusted partner for smarter tax strategies, financial confidence, and long-term business growth.
