Grow Your Own Profitable Tax or Service Bureau Business
We help tax professionals and service bureaus expand their reach to over 500 tax partners and grow their clientele base to 500 clients. Discover the secrets to building a successful tax business from the ground up.
LETS FIND YOUR SOLUTION TODAY! Book your one-on-one coaching call with our CEO, Sommer Coffer, NOW!
5 Steps Toward Success
Our comprehensive program equips you with the knowledge and marketing tools necessary to navigate the complex tax landscape.
STEP
1
Purchase your software
STEP
2
Review and sign your agreement
STEP
3
Schedule your meeting
STEP
4
Attend our mastery training
STEP
5
Open your tax business
Tax Software Solutions
Become a Partner with First Choice Tax Solutions. Our software solutions are for beginner, intermediate, and experienced tax professionals. If you are not sure which package to choose, CONTACT US today.
FCT Solution 1
First Choice Tax Solution 1 is designed for beginners with no experience in the Tax Industry. Each return will be reviewed prior to IRS submission.
FCT Solution 2
First Choice Tax Solution 2 is designed for Tax Professionals that want to start their own tax business. Returns will NOT be reviewed.
FCT Solution 3
First Choice Tax Solution 3 is designed for Tax Professionals who are ready to build a business, a strong brand, and resell team software.
FCT Solution 4
First Choice Tax Solution 4 is designed for seasoned Tax Professionals ready to build a high performing team and become a service bureau.
What You Will Get
We will provide training, teach you how to attract clients, manage finances effectively, market your business, deliver exceptional tax services, and much more!
- Tax Education
- Tax Software & Training
- Tax Law Courses
- Tax Law Updates
- IRS Due Diligence Training
- IRS Registration
- EFIN & PTIN Registration
- Bank Registration
- How To Recruit a Team
- How To Train Your Team
- How to Offer Tax Loans
- How To Plan Live Events
- How To Brand Your Business
- How To Attract Clients
- How To Do Payroll
- How To Promote Referrals
- Business Coaching
- Business Blueprint
- Marketing Tips & Tools
- Logo Design
- Website Design
- Social Media Training
- Client Forms
- Tech Support
Banking Partners
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.
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.
Tax Academy
Our Tax Academy provides expert-led training designed to equip individuals with the knowledge and skills needed to excel in the ever-evolving field of taxation. Whether you're looking to enhance your career or gain a deeper understanding of tax laws, our comprehensive courses cover everything from basic principles to advanced strategies.
Stay Informed
Need Tax Prep Services? Visit First Choice Taxes &’ More to see why we are the most trusted agency for tax filing.
