REAL TAX PRO ACADEMY
You Don't Need Experience to Start a Tax Business. You Need the Right Training.
Real Tax Pro Academy teaches you how to prepare tax returns, set up your business, and land your first clients, with professional software, real support, and a clear plan to be ready before tax season.
15+ years in tax · 1,000+ returns filed · IRS Authorized e-File Provider
SOUND FAMILIAR?
You Want to Start. You Just Don't Know Who to Trust.
You've watched the videos and still don't know where to start. YouTube and Facebook groups give you pieces, never the full path.
You're afraid of getting it wrong. One mistake on someone else's return feels like a risk you can't take.
You've seen the programs that cost thousands. Big promises, hidden fees, and nobody answers once you've paid.
You want extra income without quitting your job. But you don't have a big budget or time to waste.
You'd be doing it alone. No one to call when you're stuck in the middle of February.
You don't need more information. You need a clear path and someone in your corner.
This is for you if:
You have little or no tax experience and want to learn it the right way
You want extra income or a business of your own without a big startup cost
You’re willing to put in the study time before tax season
You want support from someone who actually prepares returns
This is not for you if:
You're looking for a get-rich-quick plan
You want someone else to do the work for you
You already prepare taxes and need software and better terms
WHY TAXES
Why I Went All In on Taxes.
I started from zero in 2011, preparing taxes my senior year of college. I worked in corporate accounting and at CPA firms, and I prepared returns on the side the whole time. Along the way, I sold bow ties, ran a trucking company for three years, and ran a construction company for two. Each one taught me something, but taxes is the business that kept paying.
People Need It Every Year
Most working adults file every year. Serve a client well this year, and they're likely to come back next year.
Recession Proof
Taxes are due every year, whether the economy is up or down.
Low Overhead
No inventory, no trucks, no crews. Your main tools are training, software, and a laptop.
Built Around Your Schedule
Start it on the side while you keep your job. Most of the work happens during tax season, and outside of it, you set your own hours.
It's real work, and the busiest months are January through April. But if you learn the craft and treat it like a business, it's one of the leanest businesses you can own.
Why I teach
I've watched too many beginners pay for overpriced programs that never deliver. Not everyone in this business is a wolf. I'll show you every number before you sign, and I'll tell you the truth about what this takes.
Ray Henderson, Founder, Real Tax Pro__________Read my story →
Ray Henderson, Founder, Real Tax Pro
Read my story →
WHAT YOU GET
Everything You Need to Start. All in One Place.
Your plan includes the training, software, tools, and support to take you from beginner to your first tax season.
Training
Six-Figure Tax Playbook
92 LESSONS · 25+ VIDEOS
About 18 to 25 hours of study. At about 5 hours a week, you can finish in 4 to 5 weeks. It covers tax fundamentals, how a return comes together, setting up your business, getting your first clients, and running your season.
Live Implementation Trainings: Work through your setup and your season with me, live.
Tax Return Training Exercises: Practice real returns in the software before you file for a single client.
Software & Filing
Real Tax Pro Software: Professional tax software with unlimited e-files, so you learn and file in the same system.
Bank Products: Your clients can pay your fee from their refund, so there are no upfront costs.
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: Help with the IRS paperwork so you start the right way.
Return Review (PTIN Partner): I review every return within 24 to 48 hours before it's filed.
Business Tools
Complete Tax Preparer Toolkit: 27 done-for-you templates for running your office, so you're not building your paperwork from scratch.
AI Tax Notes Bot: Keeps your client notes clean and organized.
AI Tax Q&A Bot: Quick answers to tax questions while you work.
Marketing & Growth
Warm Market Mastery System: Turn the people you already know into your first clients and referrals.
Fast Action Prospecting Pack: Tools to bring in new clients before tax season.
Marketing & Referral Guides: Guides to help you market your business and build referrals.
Support
You Won't Do This Alone.
You don't need every answer memorized. You need a system, the right tools, and someone to call when you're stuck.
Hands-On Support: Help from a working tax pro, even in the middle of February.
CHOOSE YOUR PLAN
Two Ways to Start. Clear Terms Up Front.
Both plans include the same software, training, and tools. The difference is whether you file under my EFIN, with every return reviewed, or under your own.
BEST PLACE TO START
PTIN PARTNER
$297one-time
Best for: beginners who want a safety net while they learn.
No EFIN needed. You file under mine.
Every return reviewed within 24 to 48 hours before it's filed
You keep 70% of client fees
Paid every Friday as your clients' refunds fund
Your clients stay yours
Full software, training, and tools included
ERO PRO
$597one-time
Best for: when you're ready to run your 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
EFIN setup assistance included
The IRS says to allow up to 45 days for an EFIN application, and this plan does not include return review. Most beginners start with PTIN Partner.
One-time enrollment fee. Your agreement covers the full terms.
How it works, from sign-up to your first season:
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.
What's Included, and
What's Not
Your plan covers the software, training, tools, and support on this page. A few things are handled outside Real Tax Pro:
Your PTIN: issued by the IRS, which charges a small annual fee
State rules: a few states, like California, Oregon, Maryland, and New York, have their own preparer requirements
ERO Pro only: your EFIN application with the IRS, which includes fingerprinting
Optional: Errors & Omissions (E&O) insurance, which I recommend as you grow
Not sure which plan fits? Let's talk it through.
No income guarantees. Results depend on your effort, market, and experience.
WHAT PEOPLE ARE SAYING
Real Feedback From Real Beginners
From people taking their first steps toward a tax business of their own.
FREQUENTLY ASKED QUESTIONS
Straight Answers for Beginners.
Do I need tax experience to start?
No. The Academy is built for beginners. You'll learn how a return comes together, practice in the software, and build confidence step by step before you work with clients.
Do I need a degree or a license?
No degree is required. To prepare returns for pay, you need a PTIN from the IRS, and setup assistance is included. A few states, like California, Oregon, Maryland, and New York, have their own requirements, so check your state's rules before you start.
How much time does the course take?
About 18 to 25 hours total. At about 5 hours a week, you can finish in 4 to 5 weeks.
Should I start now or wait?
Start now. Learning before tax season gives you time to get comfortable with the software and the process. Waiting until January usually means learning everything under pressure.
What if I make a mistake?
Mistakes can happen, especially when you're new. That's why training, practice returns, and review matter. On PTIN Partner, every return is reviewed before it's filed. If an error is found after filing, it can often be corrected with an amended return. As you grow, I also recommend Errors & Omissions (E&O) insurance.
How do I find my first clients?
Most new preparers start with people they already know: family, friends, coworkers, church, and community. The Warm Market Mastery System and the Fast Action Prospecting Pack show you how to turn those relationships into clients and referrals.
Is there an income guarantee?
No. Your results depend on your effort, your market, and your experience. I give you the training, software, and tools. How far you take them is up to you.
READY WHEN YOU ARE
The Best Time to Start Is Before Tax Season.
Watch the free live training to see exactly what it takes, or book a discovery call and ask me anything. No pressure, no obligation.
TAXES. EDUCATION. OPPORTUNITY.
A Brighter Tomorrow for Everyone.
