TURN YOUR VISION INTO A 6-FIGURE TAX BUSINESS
From your first return to a full-service tax office, Optimize Tax Pro equips you with branded software and weekly calls to launch, run, and scale a tax business you fully own — no franchise splits, no limits.
6-Figure Blueprint
Complete ERO & Service Bureau Toolkit
WHY CHOOSE US?
BUILT FOR EROs WHO WANT MORE.
More than just software. We give you the tools, support, and resources to build a more profitable, scalable tax business.
PROFESSIONAL TAX SOFTWARE
Powerful, user-friendly software that makes preparing returns easier and more efficient.
NO FEE SPLITTING
Keep 100% of your tax preparation fees. You work hard for your money — you deserve to keep it.
UNLIMITED TECH SUPPORT
Real people, real solutions. Get reliable technical assistance, including remote support.
ACCESS TO PRIVATE SKOOL COMMUNITY
Connect with like-minded tax professionals, access valuable resources, and grow with a supportive community.
WEEKLY GROWTH CALLS
Go beyond 40–50 tax returns with strategies to attract more clients, build a stronger team, and increase your profits.
TAX EDUCATION & CE COURSES
Stay informed, sharpen your tax knowledge, and continue growing your professional expertise.
EMPOWERING TAX PROS TO BUILD WEALTH & LEGACY
We exist to help tax professionals at every stage—from first-time preparers to established EROs and service bureau owners—build profitable, scalable tax businesses with confidence, credibility, and community. Led by seasoned pros who have been in your shoes, we blend education with execution so you can earn while you learn and keep 100% of what you prepare.
Full Software Suite
Branded with your company name
No Split Fees
Keep 100% of tax preparation fees
Unlimited Growth
Scale into a Service Bureau
Stop Doing Everything Manually. Put Your Business on Autopilot.Meet Tax Python, Our Automation Partner.
Now you can focus on growing your tax business while Tax Python handles the busywork—client follow-ups, emails, texts, reminders, and more. All automatically. It's that simple.
LEADS
COME IN
FOLLOW-UP
HAPPENS
CLIENTS
STAY CONNECTED
YOUR FIRST 14 DAYS ARE ON US.
Included with your Optimize Tax Pro Software purchase. No additional cost. No obligation.
CHOOSE YOUR GROWTH TIER
Whether launching as an independent preparer or scaling an enterprise service bureau, keep 100% of your tax prep fees with zero revenue split.
For tax professionals with a PTIN. No EFIN required.
Included Features & Tools:
For established tax offices and multi-preparer teams. Must have an active EFIN.
Included Features & Tools:
For multi-location operators and software resellers. Must have an active EFIN.
Included Features & Tools:
YOUR PATH TO SIX FIGURES
See what each stage of growth looks like — with zero revenue split.
With 0% revenue split, you keep 100% of it.
HOW IT WORKS
CHOOSE YOUR PACKAGE
Select the tax software package that fits your business needs.
COMPLETE YOUR PURCHASE
Secure your package with a quick and easy checkout.
GET SOFTWARE ACCESS
Receive your login credentials and get ready to prepare returns.
SCHEDULE ONBOARDING
Book your onboarding call to get set up for success.
JOIN OUR COMMUNITY
Get access to our private Skool community, resources, and ongoing support.
START PREPARING & GROWING
Prepare returns, join weekly growth calls, attract clients, and build your team.
WHAT OUR TAX PROS ARE SAYING
"Optimize Tax Pro gave me everything I needed in one place — software, training, and real support. I went from side hustling to a full client roster in one season."
Danielle Brooks
Independent Tax Preparer
"I didn't have an EFIN when I started. The step-by-step guidance walked me through it, and now I'm e-filing for my own clients with confidence."
Raymond Carter
New ERO Owner
"I came in as a single preparer and left with a real plan to scale. Optimize Tax Pro helped me build a structure I can actually grow into a full bureau."
Latoya Hamilton
Service Bureau Operator
"Keeping 100% of my prep fees changed how I run my business. No splits, no surprises — just my revenue, my way."
Michael Stanton
Tax Pro & Small Business Owner
"The Tax Python automation handles the follow-ups I kept dropping the ball on. My clients stay in the loop and I finally have my evenings back."
Nina Whitfield
Second-Season Preparer
"The weekly growth calls and community kept me accountable. Optimize Tax Pro treats you like a partner, not just another license number."
James Okonkwo
Multi-State Preparer
BUILDING BEYOND TAX SEASON
With 18 years of experience, Yolanda Grant built her own 6-figure tax business from the ground up and now helps other tax professionals launch, grow, and scale with the exact tools, systems, and mentorship they need.
Her Mission
To empower tax professionals with the tools, systems, and support to grow profitable businesses, scale with confidence, and generate revenue beyond tax season.
Why She Created This
So new and growing tax pros do not have to figure everything out alone or waste time guessing.