The Packages
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. The Audit Ready Tax 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. Packages renew annually so your software, review desk, and community never lapse — cancel anytime.
Choose your level
New preparers · 80/20 — you keep 80
$397 / season · renews annually
Optional add-on: The Audit Ready Tax Academy ($299)
EROs · keep 100% of your prep fees
$597 / season · renews annually
Optional add-on: The Audit Ready Tax Academy ($299)
Established offices · your brand, your team
$997 / season · renews annually
Optional add-on: The Audit Ready Tax 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.
Add-ons
13 modules, two practice returns, a real exam. Built by two former Big 4 auditors. Available to every Lab partner and open to any preparer. See what's in the Academy.
The room where tax pros stop guessing. Off-season training, live practice audits with a former Big 4 auditor, real conversations about pricing, clients, and building wealth. Included at no additional cost for every Tax Wealth Lab partner; $59 per month for non-partners, cancel anytime.
Not ready to buy today, or want to make sure the fit is right? Tell us where your firm is — you'll hear from us within two business days. No pressure, no spam — ever.
Your package includes professional tax software, onboarding, weekly live training, compliance guidance, ongoing support, and access to the Tax Wealth Lab community. Package features vary by level.
No hidden fees. Our pricing is transparent, so you know what is included before you enroll.
You set your own preparation fees and collect payment from your clients.
Yes. Your clients are your clients. We provide the training, tools, and support to help you serve them confidently.
We do not promise income. Anyone who does is selling you something. What we promise is training with a real exam, review on every return, transparent fees, and infrastructure that holds. Your results will depend on your work.
Once your payment is received, you will receive your onboarding packet, intake form, and a link to schedule your onboarding call.