Your tax or service bureau business.
You started your tax business to create more — more freedom, more income, more legacy, more wealth — and we know exactly what that feels like.
Whether you're preparing to serve your first client or ready to grow an established firm, The Tax Wealth Lab gives you the systems, support, and strategy to build the right way — created by a former Auditor at one of the world's largest CPA firms who understands both the technical side of tax work and what it takes to build a successful firm.
No hype. No gatekeeping. Just proven tools and a community that gets it.
Start with confidence. Grow with structure. Build something that lasts.
Welcome to the TaXx Lab
Maybe you're just getting started — staring at a PTIN or EFIN application, software decisions, and a hundred questions nobody seems to answer straight. Or maybe you're already in it: preparing returns, answering client questions, learning new tax laws, chasing documents, fixing software issues, and trying to market your business all at once.
No matter what brought you here, you want greater security for your family and more opportunities for the clients who trust you with their financial future. But building that vision can quickly become more demanding than you expected.
And that vision is worth protecting. No matter if you've always done taxes "on the side" or have an established tax practice, you got into this work because you saw what was possible — a business of your own, control over your time, income that could change your family's future, becoming the person your community trusts. The Tax Wealth Lab exists to put real structure under that vision — so you move beyond simply preparing returns and become the owner of a firm that is organized, supported, compliant, profitable, and built to last.
That is what we call
Wealth with Receipts
Not just income you can post.
A business you can prove.
A firm you can protect.
And wealth you can build for the long haul.
A service bureau built by auditors, not marketers. Every return that carries our name crosses a former Big 4 auditor's desk before it ever reaches the IRS — 24–36 hour turnaround, all season long. Software, support, and a system designed to keep you compliant — and keep you paid.
The Packages
Every package includes auditor review on every return (24–36 hours), weekly live trainings, your own branding, and a community that doesn't disappear in May. The TaXx Lab Academy certification ($299) is coming soon as an add-on — listed right here, because you should never meet a fee for the first time at checkout. Packages renew annually so your software, review desk, and community never lapse — cancel anytime.
New preparers · 80/20 — you keep 80
$397 / season · renews annually
Optional add-on: The TaXx Lab Academy ($299) · coming soon
EROs · keep 100% of your prep fees
$597 / season · renews annually
Optional add-on: The TaXx Lab Academy ($299) · coming soon
Established offices · your brand, your team
$997 / season · renews annually
Optional add-on: The TaXx Lab Academy ($299) · coming soon
"Transparent pricing on everything — packages, bank products, add-ons. Every fee stated up front, in writing, because you can't build wealth on surprises."
No hidden costs. No surprise deductions. No fine print you find out about in February. We're auditors — receipts are the whole point.
How to Get Started
Select the Tax Wealth Lab package that best fits where you are now and where you want to take your business.
Review and sign your agreement to secure your place and officially join the Tax Wealth Lab.
Meet with our team for a personalized onboarding session to discuss your goals, business needs, and next steps.
Receive the software, systems, tools, training, and support you need to build and operate with confidence.
Open your doors, serve your clients, and grow your tax business with the right support behind you.
What's Included
The Tax Wealth Lab is more than tax software and more than a training program — it's a business-growth ecosystem for tax professionals. You bring the vision. We help you build the structure around it.
Bank products enabled, technical support included — the platform your season runs on, without the enterprise price tag.
A former Big 4 auditor reviews every return before it transmits — with the due-diligence gates and documentation standards to match.
Workflows, pricing playbooks, and season plans — so February runs on process, not sleepless nights.
Real-return training, office hours with the review desk, and a community of tax pros building firms the same way you are.
Positioning, content frameworks, and launch resources — so growing your book doesn't depend on guessing what works.
A tiered support desk behind you all season — so a stuck return or a software issue never becomes a lost client.
Inside the Lab
Every item below is something most preparers learn the hard way — after the fine, after the lost season, after the client walks away. Lab members get the entire roadmap on day one.
This is about more than preparing tax returns. It is about building a professional tax business with the right structure, compliance, strategy, systems, and support behind it.
The Built to Last Framework
The Built to Last Framework is the operating system behind every partnership: structure first, strategy second, receipts always. It's how new preparers start clean, growing offices stay compliant, and established pros scale without putting their credentials at risk.
Your entity, your EFIN path, your workflows — set up right the first time, under standards written by auditors who've seen what happens when they aren't.
Pricing, positioning, and a season plan built for your volume. You're not guessing your way through February — you're executing a playbook.
Every return reviewed before it transmits. Documentation standards, due-diligence gates, and a data security plan most of this industry doesn't have.
The Certification — The TaXx Lab Academy Coming Soon
Certification with teeth — built by two former Big 4 auditors so "certified" actually means something. This is not a stack of videos to watch. It's fully interactive, adaptive training: real documents, scenario questions, and a system that learns where you're weak and drills you there until you're ready. Six modules. Two practice returns. A real exam: 40 questions, 80% to pass, three attempts with guided review.
Available as an add-on for every Lab partner — and open to any preparer. Complete a level, pass its exam, earn its certificate.
Coming Soon — Join the Waitlist
The 1040, mastered. Recommended before any Lab partner transmits.
Self-employed clients done right — where the money and the risk both live.
The returns that separate preparers from advisors.
Every level: adaptive question banks, real documents, a practice return, and a proctored-style exam — 80% to pass, guided review if you miss.
The Community Coming Soon
The room where tax pros stop guessing. Off-season training that keeps you earning past April. Live practice audits with a former Big 4 auditor. Real conversations about pricing, clients, rentals, and building wealth that outlives a tax season.
Included at no additional cost for every Tax Wealth Lab partner. For non-partners, access is $59 per month — cancel anytime. The difference? The guidance comes from experienced tax professionals who do this work every day — not people simply creating content about it.
Coming Soon — Join the Waitlist
Meet Tiffany
I did not set out to become a tax strategist. I set out to understand how money really works because I wanted more for my life — more freedom, more choices, and a better future. Once I started learning, I couldn't stop.
It began with preparing tax returns for family and friends while studying accounting at the University of Illinois. Somewhere in those late nights spent working through other people's W-2s, I realized that financial knowledge was not just useful. It gave people options. It created opportunity. It opened the door to a better future and the kind of lifestyle they wanted to build.
Options. Opportunity. Lifestyle. Future. Freedom.
Financial knowledge was freedom — and that was exactly what I wanted for my own life.
That experience taught me that making money is only one part of the journey. Keeping it, protecting it, and using it to build something that lasts requires knowledge, structure, and access to the right support. While building my own businesses, I worked at global CPA firms as an auditor and tax accountant, and have since built two multimillion-dollar service businesses.
I created Tax Wealth Lab because too many tax professionals are sold software and promises, then left to figure out training, compliance, and risk on their own. The Lab provides practical training, transparent pricing, clear standards, return reviews, and real support before problems reach the IRS.
Proven expertise you can trust.
Questions, Answered Straight
Your package includes professional tax software, onboarding, weekly live training, compliance guidance, ongoing support, and access to the Tax Wealth Lab community. Package features vary by level.
You will need a PTIN to prepare tax returns. If you do not yet have an EFIN, we will guide you through the application process.
No, and that should matter to you. Every partner gets their own ERO status. We walk you through the application during onboarding and supervise your work while the IRS processes it. We do not rent you an EFIN. We help you get your own.
Tax Wealth Lab provides access to TaxSlayer and OLT professional tax software to prepare and electronically file both individual and business tax returns.
Yes. Your clients are your clients. We provide the training, tools, and support to help you serve them confidently.
No hidden fees. Our pricing is transparent, so you know what is included before you enroll.
You will receive weekly live training that goes beyond tax law. We cover operations, systems, compliance, marketing tools, pricing, client growth, and the business strategies that help you make money, keep more of it, and build a firm that lasts.
You will also receive onboarding, practical resources, ongoing support, and guidance from experienced tax professionals.
Before any return you prepare goes to the IRS, a former Big 4 auditor opens it, checks it against our review standards, and clears it or sends it back with notes. Reviews are completed within 24 to 36 hours throughout tax season.
Yes. You can build and grow your own brand while using the support and infrastructure of Tax Wealth Lab.
You set your own preparation fees and collect payment from your clients.
We do not promise income. Anyone who does is selling you something. What we promise is training with a real exam, review on every return, transparent fees, and infrastructure that holds. Your results will depend on your work.
Once your payment is received, you will receive your onboarding packet, intake form, and a link to schedule your onboarding call.
Weekly live training with me and my team is already included in your package and covers tax law, systems, operations, marketing, and business growth. The TaXx Lab Academy is an optional advanced tax training program for professionals who want to deepen their technical knowledge beyond those weekly sessions.
Let's Talk
Not ready to join yet, or want to make sure the fit is right first? Tell us where your firm is — you'll hear from us within two business days. No pressure, no spam — ever. Or skip the form and grab time on the calendar:
Prefer email? Contact us at info@taxwealthlab.com
