Grow Your Own Profitable Tax or Service Bureau Business
We help tax professionals and service bureaus expand their reach to over 500 tax partners and grow their clientele base to 500 clients. Discover the secrets to building a successful tax business from the ground up.
LETS FIND YOUR SOLUTION TODAY! Book your one-on-one coaching call with our CEO, Tarica Haynes, NOW!
Congratulations to Tarica Haynes & H&A Tax Solutions Team on being awarded 2025 Top Service Bureau of the Year, awarded by The Tax Advisor & Associates!
5 Steps Toward Success
Our comprehensive program equips you with the knowledge and marketing tools necessary to navigate the complex tax landscape.
STEP 1
Purchase your software
STEP 2
Review and sign your agreement
STEP 3
Schedule your meeting
STEP 4
Attend our mastery training
STEP 5
Open your tax business
Tax Software Solutions
Become a Partner with H&A Tax Solutions. Our software solutions are for beginner, intermediate,
and experienced tax professionals. If you are not sure which package to choose, CONTACT US today.
H&A Solution 1
Get started with everything you need to begin offering professional tax services. Includes tax software, training, support, IRS registration, and more — plus business coaching and marketing assistance to help you grow.
No EFIN required. 70/30 revenue share.
H&A Solution 2
Take the next step with custom branding and a stronger setup. Includes professional tax software, IRS and bank registration, payroll setup, training, and coaching so your business is ready to scale.
EFIN required. No revenue share.
H&A Solution 3
For serious business owners ready to level up. Get one-on-one training, software setup, weekly coaching, IRS and bank registration, payroll, and full business training with expert guidance.
EFIN required. No revenue share.
H&A Solution 4
Our most complete package with advanced training and full support. Includes one-on-one software training, IRS and bank registration, payroll setup, weekly coaching, marketing and social media training, tax education, and more — everything you need to run and grow a tax business.
EFIN required. No revenue share.
What You Will Get
We will provide training, teach you how to attract clients, manage finances effectively, market your business, deliver exceptional tax services, and much more!
Tax Education
Tax Software & Training
Tax Law Courses
Tax Law Updates
IRS Due Diligence Training
IRS Registration
EFIN & PTIN Registration
Bank Registration
How To Recruit a Team
How To Train Your Team
How to Offer Tax Loans
How To Plan Live Events
How To Brand Your Business
How To Attract Clients
How To Do Payroll
How To Promote Referrals
Business Coaching
Business Blueprint
Marketing Tips & Tools
Logo Design
Website Design
Social Media Training
Client Forms
Tech Support
Banking Partners
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.
Tax Academy
Our Tax Academy provides expert-led training designed to equip individuals with the knowledge and skills needed to excel in the ever-evolving field of taxation. Whether you're looking to enhance your career or gain a deeper understanding of tax laws, our comprehensive courses cover everything from basic principles to advanced strategies.
Stay Informed
Need Tax Prep Services?
Visit H&A Tax Solutions to see why we are the most trusted agency for tax filing.
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