Convert More Tax Preparation Leads
Imagine a system that works for you—one that automates your client acquisition, manages your operations, and helps you retain clients year after year. What if you could focus on growing your business instead of getting stuck in the day-to-day grind?
Welcome to your new home with Returns and Revenue, where tax professionals like you can get the tax software they need—plus so much more.
ERO Business Owners who are ready to scale their tax operations, retain more clients, and make their business more efficient while joining a reputable tax service bureau.
I'm a proud wife and mom of three who has always had a passion for entrepreneurship. My journey started back in college as a makeup artist, where I first got a taste of what it meant to run my own business. From there, I took a leap into network marketing and was blessed to hit my first six-figure milestone. After some time, I returned to corporate America, but my entrepreneurial spirit never faded. Eventually, I found my true calling in the tax preparation industry, where I’ve fully transitioned, and now I help others achieve financial success and independence.
Automate Your Client Acquisition
Forget about chasing new leads. Our system puts your client acquisition on autopilot, so you always have a steady flow of clients coming through your door.
Retain Clients Year After Year
Build long-term relationships with your clients through automated follow-ups and personalized touchpoints. Say goodbye to one-time clients and hello to loyal, returning customers.
Grow Your Business Through Referrals
Turn your happy clients into brand advocates. Our system helps you leverage referrals without asking, bringing in new clients through word-of-mouth, automatically.
Community and Support Throughout Tax Season
You’re not alone during tax season. Join our community of like-minded tax professionals and receive ongoing support to help you navigate challenges, share best practices, and ensure your business thrives all year long.
Complete Systemization: We handle more than just tax preparation. We automate your entire business process—from finding clients to retaining them—so you can focus on growth.
Comprehensive Tax Software:
Included with our system is state-of-the-art tax software designed to streamline your business operations, giving you everything you need in one powerful package.
Join Our Tax Team: When you sign up, you’re joining Returns and Revenue, a supportive and thriving tax service bureau. You’ll have access to a community of like-minded professionals and benefit from ongoing support.
Proven Success: This isn’t guesswork. Our system is proven to help tax professionals grow their business without the extra hustle.
No, you don’t need any prior experience. Our training program is designed for beginners, walking you through every step of the process.
In the learning phase I would dedicate 1-2 hours a day for a month. During tax season you can run a profitable tax business in as little as 3 hours a day. Our system is streamlined with automated tools to help you maximize your time.
Startup costs are minimal. You’ll need a laptop, internet connection, and tax software, which we provide as part of the program.
You’ll have access to ongoing support, including training, resources, and customer service for any questions or challenges you encounter.
You get paid directly from the client’s tax refund, so most clients don’t need to pay out of pocket upfront. This makes it easier to secure business.