Business Foundation
Office model • Goals • Launch plan
Leave with a clear business roadmap.
TAX OFFICE MENTORSHIP
TAAX TAX OFFICE MENTORSHIP
Build a profitable tax office—with a mentor beside you.
A practical, step-by-step mentorship program combining live guidance, office systems, tax software and accountability. Live guidance, proven office systems, tax software and accountability in one program.
- 1-on-1 mentorship
- Live office training and Q&A
- EFIN and bank products included
- Marketing, pricing and growth systems Marketing and growth systems
TAX OFFICE PLUS · EARLYBIRD ANNUAL OFFER
Regular annual price $999
$799/year with EARLYBIRD
Save $200 on your annual plan
$799 billed annually. Use EARLYBIRD by December 15, 2026. The displayed price includes the offer.
- Professional tax software
- EFIN program included
- Bank products
- Refund advances
- Office tools & mentorship support
Create your account, verify your email and continue to secure payment. No meeting required.
Tax software and EFIN program access require enrollment and provider activation. Bank products and refund advances are subject to provider eligibility and approval; approval is not guaranteed.
A COMPLETE TAX-OFFICE BUILDING SYSTEM
Six pillars. One stronger tax office.
Every module ends with a practical deliverable you can put to work in your office.
EFIN + Compliance
EFIN steps • Security • Due diligence
Build on a compliant foundation.
Software + Workflow
Intake • Documents • Billing • E-file
Run every return through one system.
Bank Products
Enrollment • Advances • Disbursement
Offer flexible products confidently.
Marketing + Clients
Pricing • Visibility • Referrals • Leads
Create a repeatable client pipeline.
Team + Scale
Training • Quality • Performance
Prepare your office to grow beyond you.
GUIDANCE THAT MOVES WITH YOUR OFFICE
A clear path from questions to execution.
Each phase gives you a specific action plan, a working deliverable and direct mentor feedback.
Understand where you are
Your deliverableOffice audit + priority plan
Install the right systems
Your deliverableConfigured workflow + pricing
Put the plan into action
Your deliverableMarketing + client launch
Review, solve and scale
Your deliverablePerformance review + next steps
YOUR SUPPORT RHYTHM
Plan → Implement → Meet with your mentor → Adjust → Keep moving
MENTORSHIP LED BY EXPERIENCE
20+
Years experience
1:1
Direct guidance
90
Day roadmap
Learn with Ron Williams.
A tax-office mentor and technology founder with more than 20 years of financial-services experience.
This program is designed to shorten the learning curve. You receive direct guidance on the decisions that matter—from setting up your office and choosing products to building systems, attracting clients and leading a team.
Start online with Tax Office Plus.
Choose the annual plan, verify your account and complete payment. Your tax software, office tools and mentorship support come together in one plan.
PROGRAM QUESTIONS
Know what to expect before you begin.
No. The program can support new office owners as well as professionals improving an existing practice.
No. EFIN planning and available office-model options are part of the mentorship roadmap.
Yes. Tax Office Plus includes direct mentorship along with live training and implementation support.
You keep the TAAX Pro platform and continue applying the systems, training and support available with your plan.
Before you get started
Do I need to book a meeting before I buy?
No. Choose Tax Office Plus, create and verify your account, then complete payment online. Onboarding follows your purchase.
How does the annual EARLYBIRD offer work?
The regular annual price is $999. With EARLYBIRD, pay $799 for the annual plan and save $200 by December 15, 2026. The offer is already reflected in the displayed price. Review the final payment and renewal terms at checkout.
What is included?
Professional tax software, TAAX office tools, mentorship support, EFIN program access, bank products and refund advance options. Enrollment, provider activation and applicable approvals are required. Bank products and refund advances are not guaranteed.
Can you help me set up my office?
Our team can guide your setup, software onboarding and office workflows. Start with your account and purchase, then complete the required onboarding steps.