Own Your Tax Business This Season.
We set you up with professional tax software, branding, EFIN guidance, marketing and real support, so you can open your doors before filing season starts.
Your first 30 days with us
- 1Your business set up and your EFIN application started
- 2Logo, branding, website and CRM built for you
- 3Software access and hands on training
- 4Launch marketing so clients can find you
Start fresh or level up your office
Whether this is your first season or your tenth, we give you the tools and support to grow.
Start Your Tax Business
Everything you need to open a professional tax office, done with you step by step.
- Business entity setup
- EFIN application walkthrough
- Professional tax software through our bureau
- Logo and branding
- Website and CRM
- Training and launch marketing
Switch to Platinum
Already have an EFIN? Move your office to a bureau that helps you grow, not just file.
- Modern tax software and support
- Automated client follow up by text and email
- Online booking and document upload
- Content templates and support
- A team in your corner all season
Four steps to open for business
A clear path from your first step to your first return.
Get started
Tell us about your goals and we map out the right setup for you.
Get set up
We set up your business and walk you through your EFIN application.
Train and launch
Learn the software, then launch your marketing so clients find you.
File and grow
Serve clients all season with our team and tools behind you.
The tech and support to run a modern office
Professional software
Prepare and e-file returns with software access through our service bureau.
Refund based fees
Clients can pay their prep fees from their refund instead of out of pocket.
CRM and automation
Automated texts and emails keep clients informed and bring them back every year.
Online booking and uploads
Clients book appointments and send documents from their phone.
Content support
Ready to use templates and guidance to help you create your content, so you can stay focused on your clients.
Ongoing support
Training before the season and a real team to call on during it.
Fees come from the refund, not your pocket
When your clients choose to pay from their refund, your prep fee and the bureau and transmitter fees are taken out of the refund. That means no upfront cost to your client and no per return bill to you.
Your client's return is filed through our bureau
The IRS sends the refund to the processing bank
Fees are paid from the refund automatically
Your client receives the rest of their refund
Results vary. Your income depends on your clients, pricing and effort. Refund processing fees are disclosed to every taxpayer.
Jennifer Rodriguez
Jennifer spent 15 years as a bank manager, so she knows how financial institutions work behind the curtain. Today she helps entrepreneurs build strong businesses that last.
She has been featured on The Steve Harvey Show, Yahoo Finance, NBC and ABC, and she built Platinum Tax & Tech to give new and growing tax offices the technology and marketing that used to be out of reach.
Work With JenLearn. Build. Grow.
Your tax office is part of a bigger plan. When you're ready for more, our sister companies are here.
Big Business Academy
Training and coaching for owners who want to run a smarter business.
Platinum Tax & Tech
The software, systems and marketing behind your tax office.
Business Consulting
One on one strategy to help you expand your office and your income.
Learn to prepare returns the Platinum way
Our Tax Year 2026 Preparer Training walks you through what you need to know before you file your first return.
Preparer Training for $497
One payment. Instant access the moment you check out.
- 8 modules and 21 short video lessons
- Clickable IRS links and an action step in every lesson
- Certificate of Completion when you finish
- Watch on your phone or computer, at your own pace
Training is included
Preparers who join the Platinum Tax & Tech service bureau get the full Preparer Training at no extra cost.
- The same 8 modules and certificate
- Access set up for you when you join
- Professional tax software through our bureau
Frequently asked questions
Do I need tax experience to start?
No. We walk you through setup, the software and the basics of running your office. You'll need a PTIN to prepare returns, and we'll show you how to get one.
What is an EFIN and how long does it take?
An EFIN is the number the IRS gives approved e-file providers. The application includes identity verification and fingerprinting, and approval can take up to 45 days, which is why starting early matters.
I already have an EFIN. Can I switch to Platinum?
Yes. Preparers who already have an EFIN can move to our bureau any time before or during the season. We'll handle the software setup and training.
How do I get paid?
When clients pay from their refund, your prep fee is deposited to you after the refund is processed. Clients can also pay you directly.
When does tax season start?
The IRS usually opens filing season in late January. New offices should start setting up in the fall so everything is ready on opening day.
How much does it cost?
Every office is different, so we customize your package once we learn about your goals. Click Get Started to begin.
Filing season is coming. Let's get you ready.
Once you get started, we'll go over:
- Your goals for this tax season
- Which path fits you: new office or switching
- Your setup timeline and what's included
- Pricing for your package
Take the first step
Fill out a quick form, then pick a time that works for you.
Get Started