PREPARE • PARTNER • GROW
Build your place in tax.
Choose a professional pathway based on your experience, credentials, client goals, and how independently you want to operate.
STARTER
Learn + prepare
INDEPENDENT
Build your book
ADVANCED
Firm + bureau
BUILD YOUR PROFESSIONAL PATH
Start where you are. Grow from there.
Your professional path should reflect your credentials, experience, client goals, and business ambitions. Compare the lanes, find your fit, then apply for the opportunity built for your next stage.
Find Your Professional Fit
Answer a few focused questions and identify the TBG professional path closest to your goals.
ExploreExplore Professional Paths
Compare Starter, Independent, Firm, and Service Bureau pathways without forcing every preparer into the same lane.
ExploreApply to TBG Tax Solutions
Submit your application for an eligible TBG tax professional opportunity and begin the review process.
ExploreFinish the season.
Celebrate at sea.
Eligible TBG tax professionals can qualify for our President’s Circle recognition cruise experience departing Galveston, Texas. It is a performance-earned celebration recognizing excellence after filing season.
Dates
May 8–13, 2027 · Target dates
Location
Galveston, Texas
Capacity
10 award recipients
More details about the voyage, award qualification, and guest arrangements will be announced closer to cast-off.
Galveston 2027
Excellence. Recognition. Celebration.
Celebrate the highest-performing eligible professionals at the proposed President’s Circle awards ceremony at sea. All details are subject to change.
Apply for the 2027 ClassTBG Shoppe LLC
Tax solutions for real life.
More than software access.
TBG is designed to support the professional behind the return with education, systems, resources, and room to grow into a larger tax business.
Professional tax software pathways
Training and tax education
Client-book and firm-growth support
Service Bureau and advanced opportunities
Your Next Move
Start with the path that fits now.
You do not need every TBG option. You need the right next step in your tax journey.
Find Your Tax Professional Path