FOR WORKING TAX PREPARERS

You Already Know How to Prepare Taxes. Now Get Paid Like It.

Real Tax Pro gives working tax preparers professional software, bank products, return review for PTIN Partners, training, and real support, with transparent pricing and no hidden fees.

BOOK A DISCOVERY CALL

15+ years in tax · 1,000+ returns filed · IRS Authorized e-File Provider

SOUND FAMILIAR?

You're Doing the Work. Someone Else Is Getting Paid.

01

Waiting on an ERO to Pay You

You did the work, but you're paid late, shorted, or not at all, with no clear view of what your clients actually paid.

02

Paying Too Much for Your Setup

Software and service bureau costs eat into every return, and nobody shows you where the money goes.

03

Support That Disappears in Tax Season

When something breaks in February, waiting days for help costs you clients.

04

Figuring It All Out Alone

Training, templates, and marketing you're expected to build on your own while serving clients.

05

No One Invested in Your Growth

They sold you software and moved on. Nobody is helping you land more clients, raise your prices, or build a bigger season next year.

You're already doing the hard part. You should be getting paid for it.

WHAT'S INCLUDED

More Than Software. Everything Behind It, Too.

Real Tax Pro is a service bureau, so your software, bank products, training, and support all come from one place.

92

Course lessons

25+

Training videos

Unlimited

E-files

27

Done-for-you templates

Software & Filing

Real Tax Pro professional tax software with unlimited e-files
Bank products, so clients can pay your fee from their refund

Refund transfer fees apply. Ask about a Refund Advance, an optional loan provided by Pathward®, N.A., Member FDIC. Subject to approval. Terms apply.

EFIN/PTIN setup assistance
Return review within 24 to 48 hours (PTIN Partner plan)
Hands-on support from a working tax pro, even in February

Training

Six-Figure Tax Playbook course: 92 lessons and 25+ videos on preparing returns and running the business behind them
Live implementation trainings
Tax return training exercises for practice before you file for clients
AI Tax Notes Bot and AI Tax Q&A Bot for quick answers and cleaner notes

Business Resources

Complete Tax Preparer Toolkit: 27 done-for-you templates for running your office

Marketing & Growth

Marketing & referral guides
Warm Market Mastery System: turn the people you already know into clients and referrals
Fast Action Prospecting Pack: tools to bring in new clients before tax season

CHOOSE YOUR PLAN

Simple Pricing. No Hidden Fees.

Your price, fee split, and payout schedule are stated up front. Both plans include the same software, training, and tools. The difference is whether you file under my EFIN or your own.

I run my own tax business, so I know what a season takes. I built these plans for preparers who are tired of getting shortchanged: clear terms, fair splits, and real help when you need it.

Ray Henderson, Founder, Real Tax Pro

PTIN PARTNER

$297_one-time

Best for: PTIN holders who are tired of waiting on an ERO to pay them.

File under my EFIN. No EFIN needed.
You keep 70% of client fees
Paid every Friday as your clients' refunds fund
You keep ownership of your clients
Every return reviewed within 24 to 48 hours before it's filed
Full software, training, and tools included

ENROLL NOW

ERO PRO

$597_one-time

Best for: preparers ready to run their own shop.

All the software, training, and tools in PTIN Partner, plus:

File under your own EFIN
Keep 100% of every prep fee
Offer bank products to your clients through your own EFIN
Set your own prices and run your business your way

ENROLL NOW

COMING SOON

Branded Business Program

Your own branded tax software, plus the automations and ad strategy to grow faster. Want to be first in line?

ASK ABOUT IT ON A DISCOVERY CALL

One-time enrollment fee. Your agreement covers the full terms.

Not sure which plan fits? Let’s talk it through. Book a discovery call ➞

No income guarantees. Results depend on your effort, market, and experience.

HOW IT WORKS

Five Steps From Sign-Up to Getting Paid.

01 Choose Your Plan

PTIN Partner or ERO Pro. Pick the one that fits where you are today.

02 Make It Official

Sign your agreement so the split, the payouts, and the expectations are clear from day one.

03 Map Out Your Season

Get on a call with the team to set your goals, plan your season, and get every question answered.

04 Get Equipped

Your software, course, live trainings, templates, and marketing tools, all ready to use.

05 Launch and Get Paid

Open your doors, serve your clients, and get paid for the work you do.

Questions first? Book a discovery call ➞

What People Are Saying

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“I came in knowing almost nothing about the tax business. Ray broke everything down in a way that was easy to understand and didn't feel overwhelming.”

Rickey J.

“I had been thinking about becoming a tax preparer for a while, but I didn't know what my first step should be. The training gave me a much clearer picture and made me feel more confident about moving forward.”

Tammy J.

“The webinar made starting a tax business feel much more realistic. I finally understood the steps, what I would need, and where to begin.”

Jamie S.

FREQUENTLY ASKED QUESTIONS

Straight Answers Before You Decide.

What's the difference between PTIN Partner and ERO Pro?

Both include the same software, training, and tools. With PTIN Partner, you file under my EFIN, I review every return before it's filed, and you keep 70% of client fees. With ERO Pro, you file under your own EFIN, offer bank products through your own EFIN, and keep 100% of your prep fees.

How and when do PTIN Partners get paid?

Every Friday, based on when your clients' refunds fund.

Do I keep my clients?

Yes. Your clients are yours.

How fast are PTIN Partner returns reviewed?

Within 24 to 48 hours, before anything is filed.

Is the fee really one-time?

Yes, it's a one-time enrollment fee. Your agreement covers the full terms, and we'll walk through them on your onboarding call.

Do I need an EFIN?

Not for PTIN Partner. For ERO Pro, you'll file under your own EFIN, and EFIN/PTIN setup assistance is included.

If I switch to Real Tax Pro, do I keep my EFIN?

Yes. Your EFIN is issued to you by the IRS, and it stays yours.

Do you offer bank products?

Yes. Bank products let your clients pay your prep fee from their refund. Refund transfer fees apply. Ask about a Refund Advance, an optional loan provided by Pathward®, N.A., Member FDIC. Subject to approval. Terms apply.

Are there hidden fees?

No. Your price, fee split, and payout schedule are on this page, and your agreement spells out every term.

What training and resources are included?

The Six-Figure Tax Playbook course (92 lessons, 25+ videos), live implementation trainings, tax return training exercises, 27 done-for-you templates, marketing and referral guides, the Warm Market Mastery System, the Fast Action Prospecting Pack, and two AI tools.

What happens after I enroll?

You'll sign your agreement, book your onboarding call to map out your season, and get access to your software and course.

I'm brand new to taxes. Is this for me?

This page is built for working preparers. If you're just getting started, Real Tax Pro Academy is the place to begin. Start a tax business →

Is there an income guarantee?

No. Your results depend on your effort, your market, and your experience. We give you the software, training, and tools. How far you take them is up to you.

READY WHEN YOU ARE

Stop Waiting to Get Paid for Your Own Work.

Pick your plan and get set up before tax season, or book a free discovery call first. No pressure, no obligation.