Build. Grow. Scale.

Your tax or service bureau business.

You started your tax business to create more — more freedom, more income, more legacy, more wealth — and we know exactly what that feels like.

Whether you're preparing to serve your first client or ready to grow an established firm, The Tax Wealth Lab gives you the systems, support, and strategy to build the right way — created by a former Big Four auditor who understands both the technical work and the business behind it.

No hype. No gatekeeping. Just proven tools and a community that gets it.

Join The Tax Wealth Lab See What's Included

Start with confidence. Grow with structure. Build something that lasts.

Welcome to the TaXx Lab

The vision is big.
The road can feel heavy.

Maybe you're just getting started — staring at PTIN applications, software decisions, and a hundred questions nobody seems to answer straight. Or maybe you're already in it: preparing returns, answering client questions, learning new tax laws, chasing documents, fixing software issues, and trying to market your business all at once.

Either way, you want more security for your family and more opportunities for the clients who trust you with their financial lives — and either way, the vision can start to feel heavier than you expected.

A service bureau built by auditors, not marketers. Every return that carries our name crosses a former Big 4 auditor's desk before it ever reaches the IRS — 24–36 hour turnaround, all season long. Software, support, and a system designed to keep you compliant — and keep you paid.

The Packages

One price. Everything listed.
That's how we do numbers.

Every package includes auditor review on every return (24–36 hours), weekly live trainings, your own branding, and a community that doesn't disappear in May. Audit Ready Academy certification ($299) is available as an add-on — listed right here, because you should never meet a fee for the first time at checkout.

Built to Start

New preparers · 70/30 — you keep 70

$397 / season

  • Professional tax software + training
  • Your own ERO — we walk you through getting it
  • Bank products enabled
  • Custom logo, domain & landing page + Calendly
  • Every return reviewed before IRS submission — 24–36 hr turnaround
  • Weekly live trainings · coaching, forms, tax law updates
  • Community membership — free
Get Started — $397

Optional add-on: Audit Ready Academy ($299)

Most Popular

Built to Grow

EROs · keep 100% of your prep fees

$597 / season

  • Everything in Built to Start
  • Keep every dollar of your prep fees
  • Your EFIN, your firm — our infrastructure
  • Auditor review all season — 24–36 hr turnaround
  • Bank products done right
  • Priority review queue
  • Office hours with the review desk
  • Pricing & growth playbook
  • Automation + AI marketing
  • Community membership — free
Join Built to Grow — $597

Optional add-on: Audit Ready Academy ($299)

Built to Scale

Established offices · your brand, your team

$997 / season

  • The Tax Wealth Lab Blueprint
  • SOP setup — your operations, documented
  • Custom business name + your own brand
  • Full ERO support team + bank registration
  • CRM setup + marketing system setup
  • Automation + AI marketing
  • Skool community setup
  • Team training
  • Payroll setup · weekly check-ins
  • Graduate holding your own operations manual
  • Community membership — free
Buy Built to Scale — $997

Optional add-on: Audit Ready Academy ($299)

"Transparent pricing on everything — packages, bank products, add-ons. Every fee stated up front, in writing, because you can't build wealth on surprises."

No hidden costs. No surprise deductions. No fine print you find out about in February. We're auditors — receipts are the whole point.

How to Get Started

Five steps from where you are
to open for business.

  1. Choose Your Plan

    Select the Tax Wealth Lab package that best fits where you are now and where you want to take your business.

  2. Make It Official

    Review and sign your agreement to secure your place and officially join the Tax Wealth Lab.

  3. Build Your Game Plan

    Meet with our team for a personalized onboarding session to discuss your goals, business needs, and next steps.

  4. Get Equipped

    Receive the software, systems, tools, training, and support you need to build and operate with confidence.

  5. Launch and Grow

    Open your doors, serve your clients, and grow your tax business with the right support behind you.

Start with Step 1 — Choose Your Package Schedule a Discovery Call

Why We Exist

Preparing tax returns is only one part
of building a real tax firm.

You also need:

Systems
Compliance
Reliable software
Training
Marketing
Review processes
Documentation
Real support when it counts

…and a business model that grows without everything depending on you.

You should not have to figure it all out alone.

The Tax Wealth Lab is more than tax software and more than a training program. We are a business-growth ecosystem built to help tax professionals launch, operate, and scale stronger firms.

You bring the vision. We help you build the structure around it.

The Built to Last Framework

Most bureaus sell you software.
We built you a system.

The Built to Last Framework is the operating system behind every partnership: structure first, strategy second, receipts always. It's how new preparers start clean, growing offices stay compliant, and established pros scale without putting their credentials at risk.

01

Structure

Your entity, your EFIN path, your workflows — set up right the first time, under standards written by auditors who've seen what happens when they aren't.

02

Strategy

Pricing, positioning, and a season plan built for your volume. You're not guessing your way through February — you're executing a playbook.

03

Receipts

Every return reviewed before it transmits. Documentation standards, due-diligence gates, and a data security plan most of this industry doesn't have.

What's Included

The infrastructure behind
the firm you're trying to build.

01

Professional Tax Software

Bank products enabled, technical support included — the platform your season runs on, without the enterprise price tag.

02

Compliance & Review

Every return crosses a former Big 4 auditor's desk before it transmits. Due-diligence gates, documentation standards, and a data security plan most of this industry doesn't have.

03

Business Systems

Workflows, pricing playbooks, and season plans — so February runs on process, not sleepless nights.

04

Training & Mentorship

Real-return training, office hours with the review desk, and a community of tax pros building firms the same way you are.

05

Marketing Resources

Positioning, content frameworks, and launch resources — so growing your book doesn't depend on guessing what works.

06

Back-Office Support

A tiered support desk behind you all season — so a stuck return or a software issue never becomes a lost client.

The Vision

You did not start this business just to survive another tax season.

You started because you saw what was possible.

Maybe you wanted to leave your job. Maybe you wanted more control over your time. Maybe you wanted to create income that could change your family's future. Maybe you became the person your community trusted because you explained what no one else would.

Whatever brought you into the tax industry, your business deserves the structure to carry the vision. The Tax Wealth Lab helps you move beyond being the person who simply prepares the return — and become the owner of a firm that is organized, supported, compliant, profitable, and built to last.

Because success should not depend on how many sleepless nights you can survive between January and April. It should be supported by systems. Backed by documentation. Protected by compliance. And built on a foundation that can grow with you.

That is what we call

Wealth with Receipts

Not just income you can post.
A business you can prove.
A firm you can protect.
And wealth you can build for the long haul.

Inside the Lab

Build your tax business
the right way.

Inside Tax Wealth Lab, you will learn how to move from an idea to a professionally structured tax business with the systems, tools, and support to grow. Every item below is something most preparers learn the hard way — after the fine, after the lost season, after the client walks away. Lab members get the entire roadmap on day one.

Choose the right tax software for your business
Apply for your PTIN, EIN, IRS e-Services account, and EFIN
Determine the right business structure, office location, and business model for your goals
Select a business name and create a professional brand and logo
Register your business with the state and form your LLC or other entity
Apply for required business licenses and permits
Open a business bank account
Apply for Minority-Owned and Women-Owned Business certifications
Obtain the appropriate business insurance
Understand IRS security standards
Develop a Written Information Security Plan (WISP)
Review the IRS Tax Security Checklist and protect client information
Understand due diligence requirements and proper documentation
Learn the ethical standards outlined in IRS Circular 230
Create office policies, review processes, and compliance systems
Organize your tax office — equipment, supplies, setup
Select the right education and training for you and your team
Recruit, train, and support your team members
Market your tax business online and in your local community
Properly open and operate your tax office
Add year-round services — tax strategy, planning, and resolution

This is about more than preparing tax returns. It is about building a professional tax business with the right structure, compliance, strategy, systems, and support behind it.

Get the Whole Roadmap — Join the Lab

The Certification — Audit Ready Academy

Trained like the IRS is watching.
Because it is.

Certification with teeth — built by two former Big 4 auditors so "certified" actually means something. This is not a stack of videos to watch. It's fully interactive, adaptive training: real documents, scenario questions, and a system that learns where you're weak and drills you there until you're ready. Six modules. Two practice returns. A real exam: 40 questions, 80% to pass, three attempts with guided review.

  • Interactive lessons built on real documents — W-2s, 1099s, actual returns, not slides
  • Adaptive question banks that adjust to your answers and target your weak spots
  • Built-in Q&A on every lesson — ask, get answered, keep moving
  • What a preparer legally can and can't do — Circular 230 in plain English
  • Reading a 1040 line by line, off a real return
  • The credits you'll see daily — and the mistakes that trigger letters
  • Due diligence that protects YOU — the module nobody else teaches
  • The Practice Desk: two practice returns checked against our real review checklist

Available as an add-on for every Lab partner — and open to any preparer. Complete a level, pass its exam, earn its certificate.

Enroll — $299
LEVEL 1

Foundations

The 1040, mastered. Recommended before any Lab partner transmits.

  • Filing status & dependents
  • Income — W-2s, interest, dividends
  • Standard vs. itemized deductions
  • The everyday credits — EITC, CTC, education
  • Due diligence & Circular 230
  • …and more
LEVEL 2

Beyond the W-2

Self-employed clients done right — where the money and the risk both live.

  • Everything in Level 1
  • Self-employment & Schedule C
  • Business deductions & recordkeeping
  • SE tax & estimated payments
  • IRAs & retirement contributions
  • HSAs & education items
  • …and more
LEVEL 3

Assets & Wealth

The returns that separate preparers from advisors.

  • Everything in Levels 1 & 2
  • Rental real estate — Schedule E
  • Depreciation & basis
  • Capital gains & losses — Schedule D
  • K-1s: partnerships & S corps
  • Wealth-building strategy for clients
  • …and more

Every level: adaptive question banks, real documents, a practice return, and a proctored-style exam — 80% to pass, guided review if you miss.

The Community

The TaXx Lab

The room where tax pros stop guessing. Off-season training that keeps you earning past April. Live practice audits with a former Big 4 auditor. Real conversations about pricing, clients, rentals, and building wealth that outlives a tax season.

Included at no additional cost for every Tax Wealth Lab partner. For non-partners, access is $59 per month. The difference? The guidance comes from experienced tax professionals who do this work every day — not people simply creating content about it.

Join the Community
Tiffany Hill Moore, founder of The Tax Wealth Lab

About the Founder

Built by an auditor who got tired of watching preparers get burned.

Tiffany Hill Moore spent her career on the other side of the desk — a former Big 4 auditor who knows exactly what the IRS looks for, because she looked for it first. Wealth with Receipts exists because talented preparers keep losing businesses to problems that structure would have prevented.

Alongside a review desk led by a second former Big 4 auditor, she built the bureau she wishes existed when she started: small on purpose, selective by design, and obsessive about the one thing that keeps a tax business alive — the receipts.

"Anyone can promise you software. We promise you standards."

Questions, Answered Straight

FAQ

Do I file under your EFIN?

No — and that should matter to you. Every partner gets their OWN ERO status; we walk you through the application at onboarding and supervise your work while the IRS processes it. We don't rent you an EFIN. We get you yours.

What does "every return reviewed" actually mean?

Before any return you prepare goes to the IRS, a former Big 4 auditor opens it, checks it against our review standards, and clears it — or sends it back with notes. 24 to 36 hours, all season.

Why is the Academy an add-on and not baked into the price?

Because certification should be your choice, and we'd rather show you the $299 on the website than build it into a price and pretend it doesn't exist. You'll never meet a fee for the first time at checkout — not here.

How much can I make?

We don't promise income — anyone who does is selling you something. What we promise: training with a real exam, review on every return, transparent fees, and infrastructure that holds. Results depend on your work.

Join the Lab

Tell us what you're building.

Not ready to buy today, or want to make sure the fit is right first? Tell us where your firm is — you'll hear from us within two business days. No pressure, no spam — ever. Or skip the form and grab time on the calendar:

Schedule a Discovery Call

Prefer email? Contact us at info@taxwealthlab.com