TaxMasters OS
Build Your Tax Practice. Keep Your Revenue. Grow Beyond Tax Season.
Your Business. Your EFIN. Your Clients. Your Revenue. Our Systems. Our Support. Your Next Level.
TaxMasters OS™ combines professional tax technology, ready-to-use business systems, automation, and CPA-led mentorship into one powerful platform designed for independent tax professionals.
Because knowing how to prepare a tax return is only the beginning.
The next level is knowing how to build, operate, systemize, and grow the business behind it.
Welcome to TaxMasters OS.
More Than Software. It’s The Operating System Behind Your Tax Practice.
Software can help you prepare a return.
TaxMasters OS is designed to help you operate the business.
Depending on your membership level, you'll have access to the technology, systems, workflows, resources, and mentorship designed to help you move from:
Tax Preparer → Tax Business Owner
Instead of wondering what comes next, you'll have a framework for your next move.
Instead of building every process from scratch, you'll have systems to start from.
Instead of trying to figure everything out alone, you'll have access to a community and higher-level mentorship options.
The goal is simple:
Spend less time piecing together the business—and more time building it.
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Why A Subscription Instead of a Revenue Split? The More You Grow, The More Your Success Should Benefit You.
Some tax-business models require preparers to surrender a percentage of their preparation revenue in exchange for infrastructure or support.
TaxMasters OS takes a different approach.
You pay a predictable membership fee based on the level of infrastructure and support you choose.
We don't take a percentage of your tax preparation revenue.
That means growing your preparation revenue doesn't automatically increase the percentage you owe TaxMasters OS.
Your growth stays connected to your business.
That's the model.
Choose Your Operating System
Whether you’re launching your practice, systemizing your growth, or building a business that generates opportunities beyond tax season, there’s a TaxMasters OS level designed for your next move.
*Active PTIN and EFIN requirements apply before applicable tax preparation/e-file functionality is activated. All plans require a $500 implementation fee*
TaxMasters OS Launch
$149/month*
GET THE INFRASTUCTURE. START BUILDING.
You've decided to build your own tax practice.
Now you need the technology to operate it professionally.
OS Launch gives independent tax professionals access to the foundational infrastructure needed to prepare returns and securely serve clients without having to assemble a complicated technology stack on their own.
OS Launch Includes:
Professional tax preparation software access
Secure client document portal
CRM access
Technology onboarding
Software training
Tax-season resources
Member community
Platform support
Best For:
Newer independent tax professionals who already have—or are obtaining—the required credentials and want a professional foundation for their practice.
Stop piecing it together. Start building.
TaxMasters OS Pro
$269/month*
DON’T JUST RUN YOUR PRACTICE. SYSTEMIZE IT.
As your client base grows, complexity grows with it.
More clients.
More documents.
More follow-up.
More deadlines.
More opportunities for things to fall through the cracks.
OS Pro is designed to help you replace unnecessary chaos with repeatable systems.
You get the technology included with OS Launch—plus the workflows, templates, automations, business resources, and implementation support designed to help you operate more efficiently and grow intentionally.
Everything in OS Launch, Plus:
Client engagement letter templates
Client intake systems
Due diligence resources
Client onboarding workflows
Document collection workflows
Automated client reminders
Missing-document follow-up sequences
Return-status communication systems
Tax practice SOP library
Workflow templates
Pricing resources
Referral campaigns
Client acquisition resources
Marketing templates
Business-growth training
Group implementation and support
Imagine Your Next Tax Season...
Clients know what to do.
Documents move through a defined process.
Follow-ups aren't living entirely inside your head.
Your practice has systems.
And you can spend more of your energy doing what actually grows the business.
That's the shift from preparing taxes to operating a tax practice.
TaxMasters OS 365
$497/month*
TAX SEASON GETS YOU CLIENTS.
NOW SCALE THE SEASON TO 365 DAYS A YEAR.
What happens after tax season?
For too many tax professionals, revenue slows down and the client relationship goes quiet until next year.
It doesn't have to stay that way.
OS 365 is the highest level of the TaxMasters OS ecosystem, designed for established tax professionals who want strategy, implementation, and mentorship focused on building a stronger year-round business.
Because once you've built the client base, the next question becomes:
How much more valuable could your business become if you learned how to serve, engage, and create appropriate revenue opportunities with those relationships throughout the year?
That’s where OS 365 begins.
Everything in OS Pro, Plus:
Taxmasters 365 Method
Year-round business-growth strategy
Revenue Planning
Client Segmentation strategy
Post-tax season campaigns
Client reactivation campaigns
Service ascension strategy
Business-owner client strategy
Pricing and packaging guidance
Advanced client acquisition strategy
Monthly revenue implementation campaigns
Weekly group office hours
Private OS 365 Community
Direct CPA-led business mentrship
Priority implementation support
DISCLOSUURE: TaxMasters OS provides technology access, business resources, education, templates, and/or mentorship according to the selected membership level. Members operate independent tax businesses and are responsible for maintaining all registrations, credentials, licenses, EFINs, PTINs, insurance, data-security requirements, and other requirements applicable to their businesses and tax preparation activities.
TaxMasters OS does not guarantee EFIN approval, client acquisition, revenue, profit, or specific business results. Results vary based on experience, market, implementation, client base, pricing, services offered, and other factors.
Certain templates, workflows, educational materials, and business resources may require customization for the member's particular practice, clients, jurisdiction, and professional obligations.
The TaxMasters Difference
YOUR EFIN.
You operate your own independent tax business and maintain your own EFIN.
YOUR CLIENTS.
You build your own client relationships and your own book of business.
YOUR REVENUE.
TaxMasters OS does not take a percentage of your tax preparation revenue.
OUR INFRASTRUCTURE.
We provide the technology, systems, resources, and mentorship available within your selected membership level.
You build the practice.
TaxMasters OS helps power what happens behind it.
Learn it. Launch it. Systemize it. Scale it.
Taxmasters was designed as more than a course.
It’s an ecosystem.
TaxMasters Academy: LEARN →Develop the knowledge and foundation.
TaxMasters OS Launch: LAUNCH → Put the professional infrastructure behind your practice.
TaxMasters OS Pro: SYSTEMIZE → Install the workflows, automation, and growth systems that help the business operate.
TaxMasters OS 365: SCALE → Use strategy, implementation, and mentorship to build toward year-round revenue opportunities.
You dont have to figure out every state at once.
You simply need the right system for the stage you’re in now - and a clear path for where you’re gong next.
From TaxMasters Academy to TaxMasters OS
Frequently Asked Questions
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TaxMasters OS may be right for you if you're ready to:
Operate under your own EFIN
Build your own client book
Keep control of your tax preparation revenue
Stop piecing together disconnected systems
Create repeatable client workflows
Automate more of the client experience
Build stronger business-development systems
Learn alongside other growth-minded tax professionals
Access CPA-led guidance as you grow
Build a tax practice designed for more than one season
You don't need to have everything figured out before you begin.
You need the right next step.
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You do not need to know everything about operating a tax practice before picking a plan. Hoewever, if you’re unfamiliar with tax law, we recommend you complement TaxMasters OS with our TaxMasters Academy because Taxmasters OS is mentorship coupled with software as a service to assist you with the technology and the infrastructure to scale your practice whereas TaxMasters Academy helps you develop the knowledge and foundation of tax law.
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Each plan requires a minimum 12-month contract. Cancellations before your plan’s contract ends may be considered on a case by case basis.