Plan • Prepare • Protect
Nationwide Tax Preparation for Entrepreneurs & Small Business Owners
Taxes don't have to be something you just get through.
File them yourself. Hand them off. Or build an income stream around them. Whatever brought you here, there's a smarter next move inside TBG Tax Solutions.
2027 Tax Professional Enrollment
Prepare. Grow. Build your future.
TBG Tax Solutions offers professional education, business-building resources, software pathways and support for tax preparers at different stages. Choose the opportunity that fits your credentials and goals.
Learn & Prepare
Training and onboarding for eligible new and experienced professionals.
Build Your Business
Independent preparer and firm pathways with credential-based eligibility.
What brought you here today?
Choose the outcome that sounds most like you.
You don't have to understand every TBG service before you begin. Pick the result you want, and we'll take you into the right journey.
Platform Features
Everything You Need In One Place
Client Portal
Securely access your tax documents, return history, refund status, and communication history in one place.
Knowledge Base
A comprehensive library of tax guides, deduction strategies, and filing instructions for individuals and businesses.
Tax Education Center
Video courses and workshops on tax strategy, record keeping, and financial literacy for entrepreneurs.
Refund Tracker
Track the status of your federal and state refunds in real time after your return has been filed.
Appointment Scheduler
Book consultations with our tax professionals online — in-person or virtual appointments available.
Secure Document Vault
Upload and store W-2s, 1099s, receipts, and prior returns in an encrypted, access-controlled vault.
Tax Professionals
Join The TBG Professional Network
Three distinct tracks built for professionals at every stage — from joining our team to running your own white-label firm. Select a track to begin your application.
Track 01
1099 Contractor
TBG Internal Tax Team
Join TBG's internal tax team as a 1099 contractor. Work under the TBG brand with full platform access, client referrals, and team support.
$99
Software Fee
70 / 30 Revenue Split
You keep 70% of eligible collected preparation fees, subject to your signed agreement
- Full Platform Access
- Client Referrals
- Training & Support
- TBG Brand Coverage
- Internal Team Community
Track 02
Independent Partner
Your Brand, TBG Ecosystem
Operate independently while accessing TBG's software, compliance tools, and professional network. Choose the tier that fits your credentials.
$199 – $599
Tiered signup based on credentials
80 / 20 Revenue Split
You keep 80% of eligible collected preparation fees, subject to your signed agreement
- Software & Filing Platform
- PTIN / EFIN Support
- Firm-Level Capabilities (top tier)
- Training Library
- DIY Add-On Available
Track 03
Service Bureau
White-Label Platform
Launch your own tax brand powered by TBG infrastructure. Full white-label access with 'Powered by TBG' branding. Keep 100% of your client revenue.
$799 + $299
Platform license + custom setup
Keep 100% of eligible client preparation revenue
"Powered by TBG" — your brand, your clients, your revenue
- White-Label Platform
- Custom Branding
- Multi-Preparer Support
- Dedicated Setup
- Full Firm Management
FAQ
Common Questions
Get Started
Schedule an Appointment
Complete the form below and a member of our tax team will contact you within 24 hours.
Continue Your Journey
Tax Solutions for People Who Work for Themselves
Get tax preparation and practical education built around 1099 income, self-employment, Schedule C, LLCs, business deductions, estimated taxes, recordkeeping and the realities of running your own business.