OPTIMAL LAUNCH

No Revenue Share | PTIN & EFIN Required | $497

OPTIMAL LAUNCH is built for Tax Professionals who want to start their own tax business. Optimal Tax Solution will teach you how to start and grow a successful tax business.

What's included?

Professional Tax Software

Software Training

Tech Support

IRS Registration

Offer Tax Loans

Support Group

Custom Marketing Material

Client Forms

Tax Law Updates

Experienced Business Coach

Tax Returns Review Before IRS Submission

PTIN Registration Assistance

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.

Copyright 2026. Optimal Tax Solution. All Rights Reserved. Designed by Next Level Wealth CRM