01
Individuals & Families
W-2s, dependents, credits and refunds, filed virtually and reviewed line by line.
White-glove tax services · Business mentorship
Tax season,handled like afive-star stay.
at your service
Personal tax preparation for individuals and business owners, plus the software, training and mentorship to launch a tax business of your own. You check in. We handle the rest.
★★★★★ 5.0 client ratingVirtual · NationwideReply within 1 business day
Return e-filed
Accepted by IRS
Guest folioNo. 1040
Refund issued
$4,280.00
Status Handled
Individual Returns✦Business Returns✦Professional Tax Software✦1-on-1 Mentorship✦Service Bureau Opportunities✦No EFIN Required To Start✦Year-Round Support✦Individual Returns✦Business Returns✦Professional Tax Software✦1-on-1 Mentorship✦Service Bureau Opportunities✦No EFIN Required To Start✦Year-Round Support✦
IRS helpful links
Check on things yourself, anytime.
Official IRS tools. Each one opens on irs.gov in a new tab.
At your service
01 / 11Who we serve
Whoever you are, a seat is reserved for you.
One concierge, two doors. File with us as a client, or learn the business from the inside and build your own practice.
02
Business Owners
Schedule C, S-Corp and partnership returns with planning that lasts past April.
03
New Tax Pros
Start from zero with software, training and a mentor who picks up the phone.
04
Service Bureau Owners
Recruit, support and scale a team of preparers with systems that already work.
02 / 11Client services
Your taxes, handled from check-in to checkout.
Scroll to explore
Most requested
01
Individual & Business Returns
1040, Schedule C, S-Corp and partnership filings, prepared and e-filed virtually, nationwide.
02
Refund Maximization
Every credit and deduction you qualify for, found and documented so it holds up.
03
Year-Round Tax Planning
Quarterly check-ins, estimated payments and strategy so next season holds no surprises.
04
IRS Letters & Amendments
Notices, amended returns, transcripts and extensions handled with calm and paperwork done right.
05
Bookkeeping & Business Setup
LLC and EIN setup, clean books and payroll guidance for owners who want a real foundation.
Now accepting new clients
Simplify your tax season.
Reserve my spot→→$15B
US tax preparation industry
800K+
Active PTIN holders nationwide
1,000+
Tax pros launched (placeholder)
10,000+
Returns filed (placeholder)
03 / 11How we assist our partners
Your journey starts here
The blueprint to financial freedom starts with The Tax Concierge.
You are never building alone. From your first return to your own service bureau, a real team stands behind you all year, not just in season.
Training & Technology
Professional software, step-by-step onboarding and the tools to run a profitable office from day one, backed by an established company.
ERO Support Team
Software setup, bank product enrollment, EFIN compliance and client troubleshooting handled by a dedicated support desk all season long.
Marketing Strategies
Proven digital and field playbooks so clients walk through the door. Growing a tax business is about outreach, and we teach it.
Personal Coach
A mentor who has run their own tax office, on call for business setup, growth planning and the decisions that keep you moving.
04 / 11The Concierge Program
Everything you need to run a real tax business.
Software, training, compliance, branding and marketing, bundled into one program with a mentor beside you. No guesswork, no piecing it together alone.
Register to learn more→→24 services · One concierge
- 01Professional tax software
- 02Tax software training
- 03Tax education & law courses
- 04IRS due diligence training
- 05EFIN & PTIN setup
- 06IRS e-Services registration
- 07Bank product registration
- 08Offer refund advance loans
- 09Client forms & templates
- 10Tax law updates
- 11Payroll setup
- 12Priority tech support
- 13One-on-one coaching
- 14Group training calls
- 15Business formation & LLC
- 16How to brand your business
- 17Logo design
- 18Website design
- 19Marketing tools & assistance
- 20Social media training
- 21Business automation
- 22Attract clients online & offline
- 23Grow to 500+ clients
- 24Build a service bureau team
Returns reviewed
Twice. Always.
05 / 11Meet the founder
Shaunte Childs
Tax StrategistMentorFounder & CEO
The Tax Concierge was built on a simple idea: taxes should feel like being taken care of, not like a chore you dread. Every client gets a real person, a clear plan and a return that is checked twice.
Alongside the client practice, our founder mentors new preparers and service bureau owners, sharing the exact systems, software and marketing that built the business, so others can build one too.
“Excellence is the standard. Service is the signature.
06 / 11Choose your suite
Software, support and a split that grows with you.
Every suite includes software setup, training and a mentor who answers. Pick the level that fits where you are today.
The Tax Concierge
01Beginner Concierge
Suite · Software & Mentorship
The Tax Concierge · Suite 01
The Tax Concierge · Suite 01
Tier 0170 / 30
Beginner Concierge
70/30 revenue share. No EFIN or experience needed.
$99One-time
- Every return is reviewed before it goes to the IRS.
- 70 / 30 revenue share
- PTIN required · No EFIN required
- No experience needed
You keep 70%30%
- Professional tax software
- Training & technology
- Proven marketing strategies
- Experienced personal coach
The Tax Concierge
02Intermediate Concierge
Suite · Software & Mentorship
The Tax Concierge · Suite 02
The Tax Concierge · Suite 02
Tier 0280 / 20
Intermediate Concierge
80/20 revenue share for preparers ready to grow.
$199One-time
- Some Experience Needed
- Every return is reviewed before it goes to the IRS.
- 80 / 20 revenue share
- PTIN & EFIN required
- Some experience needed
You keep 80%20%
- Professional tax software
- ERO software support
- Proven marketing strategies
- Experienced personal coach
The Tax Concierge
03Expert Concierge
Suite · Software & Mentorship
The Tax Concierge · Suite 03
The Tax Concierge · Suite 03
Tier 03100 / 0
Expert Concierge
For experienced pros building their own team. Build your brand and grow a team by reselling Tier 1 and Tier 2 packages.
$749One-time
- No shared revenue · keep 100%
- PTIN & EFIN required
- Experienced tax professional
You keep 100%0%
- Everything in Intermediate Concierge
- Tier 3 Partners can resell Tier 1 and Tier 2 packages
- Build a high-performing team
- Brand building & client attraction
- Team training playbook
- ERO software support
The Tax Concierge
04Elite Concierge
Suite · Software & Mentorship
The Tax Concierge · Suite 04
The Tax Concierge · Suite 04
Tier 04100 / 0
Elite Concierge
Service bureau level. Build your own service bureau and grow a team by reselling Tier 1, 2 and 3 packages.
$1,599One-time
- No shared revenue · keep 100%
- PTIN & EFIN required
- Service bureau level
You keep 100%0%
- Everything in Expert Concierge
- Run your own service bureau
- Tier 4 Partners can resell Tier 1, Tier 2 and Tier 3 packages
- Recruit & train your network
- Bank product partners
- Dedicated ERO software support
Concept pricing. Final packages to be confirmed.
07 / 11Your itinerary
From first call to your own office.
A proven roadmap: business formation, IRS setup, software, marketing and scale. Every stop is guided, so nothing gets missed. Concierge service at its finest.
- 01
Check in
Book a call or send the form. We learn your goals, whether that is filing this season or launching a business.
- 02
Business formation
LLC, EIN and bank account set up in the right order, so everything after it is clean.
- 03
PTIN & EFIN setup
IRS registration, e-Services and your EFIN application, walked through together.
- 04
Software & training
Your software is installed, you are trained on it, and a mentor reviews your first returns.
- 05
Launch & scale
Marketing, branding and systems to reach your first 100 clients, then your first 500.
Start earning big in the tax industry with the right blueprint✦Join the concierge✦Software · Mentorship · Bank products✦Reply within 1 business day✦Start earning big in the tax industry with the right blueprint✦Join the concierge✦Software · Mentorship · Bank products✦Reply within 1 business day✦
08 / 11Guest reviews
Real people. Real refunds. Real businesses.
“★★★★★ Verified client
I've never felt so looked after during tax season. Everything was virtual, fast, and my refund was bigger than last year.
Placeholder ClientIndividual filer · Bakersfield, CA“★★★★★ Verified client
Went from a side hustle to a real office. The software and the mentor calls paid for the package in two weeks.
Placeholder ClientTier 03 · Los Angeles, CA“★★★★★ Verified client
They answer the phone. That alone is worth it. The marketing templates brought me clients I never would have found.
Placeholder ClientTier 02 · Atlanta, GA“★★★★★ Verified client
My S-Corp return used to be a nightmare. Now it's a phone call and a signature. True concierge service.
Placeholder ClientBusiness owner · Houston, TX09 / 11Banking partners
Refund advances and bank products, ready on day one.
Every partner is enrolled with the industry's leading bank product providers, so your clients can get refund advances and pay fees from their refund.
Refund Advantage
Refund advances & bank products
Serviced more than 30,000 tax offices last season and issued over $1 billion in advance loans. Integrated with a dozen tax software platforms.
Bank product partner
Refundo
Low-cost bank product platform
Bank product processing that keeps your costs down, with nationwide check cashing for a low flat fee and a dashboard built for busy season.
Bank product partner
Santa Barbara TPG
A Green Dot company since 2014
Founded in 1991, TPG delivers fairly priced tax-related financial products through franchises, independent professionals and online providers.
Bank product partner
Partner logos to be supplied by client.
Ready?
Partner with us today.
Whether you are filing this season or opening your own office, the concierge is one call away.
Reply within
1 business day
10 / 11Questions
Straight answers, before you spend a dollar.
Yes. Everything is virtual: secure document upload, a review call, e-signature and e-file. We serve clients nationwide.
Individual 1040s, Schedule C for self-employed clients, S-Corp and partnership returns, amendments, extensions and prior-year filings.
Not for Tier 01. The Beginner Concierge package needs only a PTIN: you file under our EFIN with a 70/30 split and every return is reviewed. Tier 02 keeps an 80/20 split with every return reviewed, and Tiers 03 and 04 keep 100% of their fees.
You set your own prep fees. On Beginner Concierge you keep 70% of every fee, and on Intermediate Concierge you keep 80%. On Expert and Elite Concierge there is no shared revenue: you keep 100%.
Professional, cloud-based tax software with full setup, training, e-signature and document tools, and technical support through the whole season.
Yes. Business returns, extensions, bookkeeping, planning and service bureau recruiting keep revenue coming well outside January to April.
No, and be careful of anyone who does. We guarantee the software, the training and a mentor who answers. Your results depend on the work you put in.
Send the form below or call us. We reply within one business day and most people are set up within a week.
11 / 11Reservations
Your table is ready.
File this season, start a tax business, or just ask a question. Tell us a little about you and the concierge will reach out personally.
Reply within 1 business dayNo EFIN required to startPackages from $99