LEARN HOW TO GROW YOUR OWN PROFITABLE, TAX OR SERVICE BUREAU BUSINESS
The Dream Making Tax Solutions Team specializes in helping Tax Professionals and Service Bureau expand rapidly, and learn how to grow a massive business operation. We provide the systems, coaching and back in support to help you grow powerful network while keeping hundred percent of your tax preparation fees. As a partner with Dream Making Tax Solutions , you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, which allows you to scale production, increase revenue screams, and expand nationwide.
DREAM START
Tier One - Basic
Dream Making Tax Solutions is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, helping ensure accuracy, precision, and compliance.
You’ll receive 70% of the fees from your client tax preparation while also benefiting from a thorough review of each return prior to IRS submission.
Please note that a PTIN (Preparer Tax Identification Number) is required to operate.
Equip yourself with the tools, support, and guidance you need to confidently grow your tax business with Dream Making Tax Solutions.
$199
DREAM BUILDER
Tier Two - Standard
$299
Designed for tax professionals ready to launch, grow, and take control of their tax business.
With Tier 2, you can bring on unlimited PTIN preparers while keeping 100% of your prep, document preparation, e-file, and audit fees.
You’ll also receive:
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Unlimited PTIN Preparers
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100% of Your Qualifying Fees
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ERO Support Team Portal Access
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Software Updates & Training
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Ongoing Tax Season Support
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PTIN & EFIN Application Assistance
A valid PTIN and EFIN are required.
DREAM WEALTH
Tier Three - Premium
$599
Designed for tax professionals ready to build and grow a profitable tax software reseller business.
With Tier 3, you can bring on unlimited PTIN preparers and EROs, keep 100% of your prep, document preparation, e-file, and audit fees, plus earn a percentage of service bureau fees.
You’ll also receive:
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Unlimited PTIN Preparers & EROs
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100% of Your Qualifying Fees
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Service Bureau Revenue Opportunities
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ERO Support Team Portal Access
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Training & Ongoing Tax Season Support
A valid PTIN and EFIN are required. Our ERO Support Team can also assist with the application process.
DREAM LEGACY
Tier Four - VIP Elite
$999
Built for service bureaus ready to scale, expand, and take full control of their tax business.
With Tier 4, you can keep 100% of your tax preparation, transmitter, document preparation, e-file, service bureau, and audit fees while building multiple streams of revenue.
You’ll also receive:
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Unlimited Tax Partners & Service Bureaus
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Full Control of Fees & Pricing
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Ability to Set Maximum Add-On Fees
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Marketing & Recruitment Strategies
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Team Development & Operational Support
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Access to Our Dedicated ERO Support Team
A valid PTIN and EFIN are required. Need assistance? Our team can help guide you through the application process.
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I provide professional tax preparation services through a trusted company, ensuring that each tax return is prepared accurately, securely, and in compliance with current tax laws. My goal is to help clients maximize eligible deductions and credits while delivering reliable, confidential, and efficient service.
Rayonda Bowles
Working under Dream Making Tax Solutions during my first tax season was an incredible experience. The training was detailed, hands-on, and gave me the confidence to prepare taxes professionally. I received guidance every step of the way, and any questions I had were always answered with patience and expertise.
Quejza Mcpherson
The leadership truly cares about helping others grow and succeed. I not only learned the technical side of tax preparation but also how to provide excellent service to clients with professionalism and integrity. I’m grateful for everything I learned and highly recommend Dream Making Tax Solutions to anyone looking for quality tax training or trusted tax services.
Jamie L.
WHAT YOU WILL GET FROM US
TRAINING & TECHNOLOGY
With The Tax Pro Software Team, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long-term growth.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
DREAM MAKING TAX SOLUTIONS - GET STARTED TODAY-JOIN THE DREAM TEAM TODAY-DREAM MAKING TAX SOLUTIONS - GET STARTED TODAY - JOIN THE DREAM TEAM TODAY
BANKING PARTNERS
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
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.
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.
