CHASING CLIENTS FOR PAPERWORK
W-2s by text, IDs by screenshot, and signatures that never come back.
Chasing documents. Juggling five apps. Stuck on hold in February. Watching your income disappear in May. TaxPro HQ gives you the software, systems, training, and support to run a real tax business, all year long.
If you've prepared taxes for more than one season, you've probably lived at least one of these.
W-2s by text, IDs by screenshot, and signatures that never come back.
Your software, texting, scheduling, and client list all live in different places.
Something breaks in peak season, and you're stuck on hold while clients wait.
Slammed January through April, then nothing coming in until next year.
Due diligence, documentation, and one mistake that could put your EFIN at risk.
Every return, every call, and every decision still runs through you.
It's not you. It's your setup.
Every hour you spend chasing paperwork is an hour you're not serving clients.
Every lead you don't follow up with books with the office down the street.
Every season you run on scattered tools is a season you can't grow.
Chasing documents by text and email
A secure client portal collects documents and e-signatures for you
Scattered apps that don't talk to each other
Tax software, CRM, and automations working together
Alone and on hold in peak season
Dedicated support in English and Spanish
Income that disappears after April
Referral tools, year-round client systems, and a path to Service Bureau ownership
Worrying about compliance alone
Training and resources built on The Bulletproof File Standard
Doing everything yourself
Team management tools and a training library for your preparers
More than tax software. Built for business.
Founder of TaxPro HQ Software
With 7 years in this industry, I've watched talented tax professionals work themselves to exhaustion every season. They had the skills. They had the clients. What they didn't have was the systems, the support, or anyone in their corner when it mattered most.
So I built TaxPro HQ: the software, CRM, automations, training, and support I wish every tax pro had from day one. I've now helped 75+ offices get organized, grow their client base, and run like real businesses.
My job isn't to sell you software. It's to help you build a tax business that lasts beyond tax season.
Pick the stage that sounds like you. We'll meet you there.
JUST STARTING
I want to prepare taxes, but I don't know where to start.
Start your tax business the right way, with training, software, and mentorship.
Start here →
GROWING ERO
I prepare taxes, but my office runs on chaos.
Stop managing chaos and start building a business.
Get organized →
OFFICE OWNER
I have preparers, but no real systems.
Run your office like a business, not a side hustle.
Build your systems →
FUTURE SERVICE BUREAU
I want to own the software, not just use it.
Own the software, build the brand, and create the opportunity.
Explore ownership →
Work from anywhere, on any device, with nothing to install.
View packages →
Speed and office control for high-volume tax offices.
View packages →
Build your own branded software business and support EROs.
View packages →Not sure which fits? Compare Cloud and Desktop →
We learn your business and where you're stuck.
Software, CRM, and training matched to your office.
Mentorship and support all season and beyond.
Because software alone doesn't fix the chaos. TaxPro HQ pairs professional Cloud or Desktop software with a CRM, automations, training, mentorship, and live support, so your whole business runs better, not just your returns.
Yes. You keep 100% of your preparation fees.
Yes. Many new preparers start by preparing returns under an established ERO, who reviews and transmits them, while they build experience. When you're ready to run your own office, our Get EFIN guide walks you through applying.
Cloud is best if you want to work from anywhere on any device. Desktop is built for high-volume offices that want maximum speed and reporting. Compare them side by side, or book a consultation and we'll help you decide.
Let's build the systems, skills, and support your business has been missing.
Software. Training. Support. Success.