Learn How To Launch & Grow A Successful Tax Office Or Service Bureau Business Earning 6 To 7 Figures
Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
Start Your Path to Financial Freedom Today
At New Life Financial Resolutions, we believe taxes aren’t just about forms and figures—they’re the foundation for building wealth and achieving financial independence. We’re here to guide you every step of the way, helping you uncover opportunities, maximize your income, and secure a brighter future. Partner with us and take control of your financial journey today.
Master The Process: 5 Key Steps To Getting Your Tax Business Started
Explore our premium software packages designed for growth.
Step 1 : Choose your ideal package
Select the package that aligns with your goals and sets the stage for your success in the tax industry.
Step 2 : Review & sign your contract
Make it official by reviewing and signing your agreement to unlock full access to your resources and support.
Step 3 : Schedule Your Onboarding Meet
Join us for your onboarding session where we’ll guide you through the setup process and next steps.
Step 4 : Attend Our Mastery Training
Join us for your onboarding session where we’ll guide you through the setup process and next steps.
Step 5: Launch Your Tax Business
Put your training into action and officially launch your tax business with continued support from our team.
Starter Package ($297)
Revenue Share : 60/40
The Starter package is your official introduction to the world of tax preparation. Designed for beginners, this program provides step-by-step training, mentorship, and tools to help you build confidence and competence from the ground up. No experience? No problem — we’re here to walk with you every step of the way.
Builder Package ($697)
Revenue Share : NONE
The Builder package is for tax pros who’ve filed a few returns and are ready to get serious. If you’ve been doing taxes with little to no support, this package helps you lay a solid business foundation with better processes, client systems, and guidance to strengthen your brand and boost your results.
Accelerator Package ($997)
Revenue Share : NONE
The Accelerator package is designed for tax professionals who are ready to operate at a higher level — not just as a preparer, but as a business owner, leader, and income generator.
With this package, you’ll not only launch your own tax office with full backend support — you’ll also gain access to our exclusive tax software reseller program, allowing you to generate residual income by selling software under our brand. Whether you build a team or recruit other professionals, every sale puts more profit in your pocket.
Advanced Package ($1897)
Revenue Share : NONE
The Advanced package isn’t just a program — it’s a blueprint for empire building.
This elite-level package is for seasoned professionals who are ready to go beyond preparing taxes and step into true ownership. You’ll learn how to sell tax software under your own brand, collect backend service bureau fees, and recruit and retain other professionals who fuel your income year after year.
This advanced package is for top tier tax professionals who are ready to shift from business owner to industry leader.
What’s Included With Your Investment?
Personal Coach
Your personal coach is a proven tax industry leader. Someone who’s built their own thriving tax office and helped countless others do the same.
They will serve as your dedicated point of contact for all tax business related support.
They’re not just here to answer questions — they’re here to elevate your entire journey. From mastering your marketing to setting up your office without breaking the bank, your coach will equip you with the strategies, tools, and mindset to turn your vision into a profitable reality. You won’t just be supported — you’ll be led by someone who knows exactly what it takes to win.
Training & Technology
At New Life Financial Pro Tax Software, we empower you to launch and operate your own business with the support of expert training and cutting-edge technology. From day one, you’ll have access to the tools, knowledge, and resources you need to build a profitable and sustainable tax business — all backed by an experienced, trusted brand.
Marketing Strategies
IIn the tax preparation industry, success is driven more by strategic marketing and location than by the act of preparing taxes itself. That’s why we’ve built software so intuitive and user-friendly, anyone can confidently complete a return in minutes. The real challenge? Attracting clients. That’s where we come in. We equip you with proven marketing strategies, insider knowledge, and hands-on guidance to help you cut through the noise, drive traffic, and grow a thriving business from the ground up.
Marketing Strategies
IIn the tax preparation industry, success is driven more by strategic marketing and location than by the act of preparing taxes itself. That’s why we’ve built software so intuitive and user-friendly, anyone can confidently complete a return in minutes. The real challenge? Attracting clients. That’s where we come in. We equip you with proven marketing strategies, insider knowledge, and hands-on guidance to help you cut through the noise, drive traffic, and grow a thriving business from the ground up.
Fuel Your Business with Powerful Tools & Premium Services
Website Design
Your website is more than just a link — it’s your brand’s first impression, digital storefront, and silent salesforce all in one. In today’s market, a clean, professional, and custom-designed website isn’t optional — it’s essential.
We don’t believe in one-size-fits-all. Whether you’re a startup or scaling enterprise, we deliver personalized, high-converting designs that showcase your services, build trust, and drive results. Every business has a different story — and your website should be designed to tell yours, powerfully and with purpose.
Our team excels in building dynamic websites that don’t just look good — they work hard, elevate your brand, and turn visitors into paying clients.
Custom Logo Design
Our expert design team specializes in creating custom logos that capture the essence of your brand. We don’t just design visuals — we craft identities that are clean, professional, and built to leave a lasting impression. Whether you’re launching a new business or refreshing your brand, we’ll deliver a logo that speaks for you before you even say a word.
Done For You Tax Course - I Did the Work, So You Don’t Have To.
Skip the overwhelm of building training from scratch — I’ve already created a complete, professional course that’s ready for you to plug in and use. Whether you’re training new team members or launching your own academy, this all-in-one system saves you hours of prep time and delivers everything you need to train like a pro.
What's Included?
No long, robotic AI voiceovers — this content is real, relatable, and engaging
14 Tax Law Modules with quizzes to reinforce learning
Sales & Marketing Modules to grow your business
Practice Scenarios that prepare your team for real returns
Tax Boss Family Feud for fun, interactive team learning
30 ProWeb Slayer Training Videos to master the software
Instructor PowerPoints for each module
Course E-Flipbook — a digital guide your trainees can keep
Ebook
“From Hustler to Tax Boss” is your power move. This isn’t just a guide — it’s the playbook for turning your hustle into a real, revenue-generating tax business. Whether you’re starting from scratch or ready to level up, this book gives you the mindset, tools, and strategies to step into your purpose, build generational wealth, and become the boss you were born to be. Your next level starts here.
Workbook
“From Hustler to Tax Boss” is your power move. This isn’t just a guide — it’s the playbook for turning your hustle into a real, revenue-generating tax business. Whether you’re starting from scratch or ready to level up, this book gives you the mindset, tools, and strategies to step into your purpose, build generational wealth, and become the boss you were born to be. Your next level starts here.
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.
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