ABOUT AFFLUENCE TAX PRO SOFTWARE
More Than Tax Software. Built For Business Growth.
Affluence Tax Pro Software was created for tax professionals who want more than access to a platform. We combine software, training, mentorship, and business guidance to help you build with more structure and confidence. Whether you're preparing for your first tax season or growing an established team, our goal is to help you strengthen your operation and create a business positioned for long-term growth.
HOW TO GET STARTED
Get Started With Affluence Tax Pro Software
Our process is designed to keep your next steps clear, simple, and organized. From choosing your package to launching your business, each step helps you move forward with more confidence.
Choose the package that aligns with your business goals and the level of support you need.
Review and sign the agreement so we can officially move forward with your setup.
Book your onboarding session to discuss your goals, expectations, and next steps.
Learn the tools, process, and business guidance needed to prepare for launch.
Open your office and begin serving clients with a stronger foundation and more confidence.
SOFTWARE PACKAGES
Choose Your Success Path.
Every tax business starts at a different level, so choose the package that best fits where you are today. Each option gives you access to tools, guidance, and support designed to help you build with more confidence.
Beginner Package
WHAT'S INCLUDED
- Software Setup
- Logo Assistance
- Business Mentorship & Guidance
ERO + Team Package
WHAT'S INCLUDED
- Software Setup
- Logo Assistance
- Business Mentorship & Guidance
- EFIN Application Assistance
- Extended Mentorship
- 100% All Prep Fee
- No Split
Service Bureau Package
WHAT'S INCLUDED
- Branded Software Setup
- EFIN Application Assistance
- Extended Mentorship
- Premium Branding Package
- Brand Assets, Visuals & More
PACKAGE COMPARISON
Compare What Comes With Each Package.
Beginner
$87Team ERO+
$197Service Bureau
$597| Co-Branding Software | |||
| The Blueprint To Affluence Tax Pro | |||
| Affluence Tax Pro Software | |||
| One-On-One Training | |||
| Software Training | |||
| Custom Business Name | |||
| IRS Registration | |||
| Offer Tax Loans | |||
| Team Building | |||
| Recruiting Training | |||
| Bank Registration | |||
| Weekly Coaching | |||
| Business Payroll Setup | |||
| Unlimited Partners | |||
| EFIN Required | |||
| Package Notes | Revenue Share 60/40 Or 70/30 | No Revenue Share EFIN Required | No Revenue Share EFIN Required |
Beginner
$87
60/40 Or 70/30
WHAT YOU GET FROM US
Support Built Around Your Growth.
Building a tax business takes more than learning how to prepare returns. Affluence Tax Pro Software gives you the systems, guidance, training, and support needed to build with more confidence and direction.
Scalable Systems
Create stronger workflows and organization so your business does not have to depend on last-minute decisions and manual processes.
- More organized operations
- Better client experience
Personalized Coaching
Get guidance as you navigate business decisions, challenges, growth goals, and the realities of building a professional tax operation.
- Direct guidance
- Growth accountability
Training & Technology
Learn how to use your software and operate the business behind tax preparation with more structure and confidence.
- Software education
- Operational training
Branding & Positioning
Build a more intentional presence so your brand, recruiting, messaging, and client experience feel professional and memorable.
- Stronger positioning
- Clearer brand direction
Business Structure
Think beyond preparing returns by building stronger workflows, organization, leadership practices, and long-term business strategy.
- Better organization
- Long-term strategy
TAX PREPARATION SERVICES
File With Confidence.
Professional tax preparation for individuals, entrepreneurs, and business owners with convenient virtual filing available nationwide.
REFUND ADVANCES
Up To $0
Available to qualifying clients.
WHO WE SERVE
- Individual Taxpayers
- Self-Employed Professionals
- Entrepreneurs
- Small Business Owners
- Personal Tax Returns
- Business Tax Returns
- Prior-Year Returns
- Amended Returns
FILE FROM ANYWHERE
All 0 States
Convenient virtual tax preparation available nationwide.
Real Experiences. Real Support.
The onboarding process helped me understand exactly what I needed to focus on before tax season started. Everything felt clear and organized.
I loved having business guidance along with the software. I felt like I had support instead of trying to figure everything out alone.
Filing remotely was easy and professional. The communication was clear and I always knew what was happening next.
The support helped me understand the business side of taxes instead of only focusing on preparing returns.
The virtual filing process saved me time and everything was explained in a way that was easy to understand.
I finally feel like I have a real plan for growing my tax business instead of just taking things season by season.
My return was handled professionally and the document upload process made everything convenient from beginning to end.
The ERO package gave me the extra guidance I needed to feel more prepared to build and manage my own team.