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

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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[email protected] | (866) 481-3424 | (585) 216-3212

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