Resources Provided by TaxPro Firm

Online Tax Software

  • 100% Web-Based - No software to install or update, all you need is an internet connection.
  • The TaxPro Firm software is easy to learn. The preparer simply enters the data and the software provides all calculations.
  • The TaxPro Firm software includes a system to double-check and cross-reference, so the preparer is confident about the completion of the return.
  • TaxPro Docs Mobile Document Capture App - Securely store your client’s tax documents with your mobile phone or tablet.

Online Tax & Software Training

  • Integrated Tax Training - TaxPro Firm partners with TaxProCPE to provide a video-based tax training system which combines tax instruction with software integration.
  • Simply Press Play - It's that easy. With our cloud-based video training system, getting started is as easy as pressing play.
  • Multi-Sensory Learning - Studies suggest that 3 days after an event, students retain 10% of what they heard from an oral presentation, 35% from a visual presentation, and 65% from a visual and oral presentation.

Ask Max Tax &
Technical Support

Max and his team of tax pros are available to answer tax questions and provide tax software support. We can be reached by phone, fax or email with extended hours during tax season.

Marketing & Promo
Materials

We’ll design messages and campaigns that will resonate with your clients and convert them into tax customers. You choose between multiple promotional campaigns suited to your core business.

High-Level
Reporting

High-level view available at a corporate level so you can monitor and track the progress of your locations.

About Us

TaxPro Firm is uniquely experienced and successful in working with businesses with multiple locations.

Our executives have years of experience in the tax industry, originating in 1991. TaxPro Firm executives consist of multiple CPA’s, EA’s and industry veterans. Our executives also have extensive industry experience in the consumer finance industry.

Resources Provided

Online Tax Software

No software to install or update, all you need is an internet connection.

Online Tax & Software Training

Video-based training system which combines tax instruction with software integration.

MORE RESOURCES >