Build, grow & scale your tax or service bureau business!

We know what it’s like to want more, more freedom, more income, more purpose. At Emerald Consultant Services Financial Services, we help everyday people start and grow tax and service bureau businesses that actually work. Just real support, real strategies, and a community that’s been where you are. If you’re ready to level up, we’re here to walk with you every step of the way.

Build, grow & scale your tax or service bureau business!

We know what it’s like to want more, more freedom, more income, more purpose. At Next Level Wealth Financial Services, we help everyday people start and grow tax and service bureau businesses that actually work. Just real support, real strategies, and a community that’s been where you are. If you’re ready to level up, we’re here to walk with you every step of the way.

At Emerald Tax and Consultant Services, we believe that financial empowerment is the foundation of lasting success. Our firm offers a complete suite of services designed to meet you where you are and take you where you want to be—personally and professionally.

From tax preparation and bookkeeping to credit repair and business consulting, we provide tailored solutions that address your immediate needs while planning for your future growth. We also assist with business lending and funding strategies, ensuring our clients are equipped to secure the capital they need for expansion.

WHERE TO START?

5 STEPS TO GET STARTED :

Begin your journey by selecting the tax package that aligns with your business vision and goals.

Secure your spot by reviewing and signing the agreement to officially join.

Set up a personalized onboarding meeting to outline your business objectives and set expectations for success.

Equip yourself with the essential tools, strategies, and insights to build and grow a successful tax business.

Launch your tax business, take the final step toward entrepreneurship by opening your tax office.

WHERE TO START?

5 STEPS TO GET STARTED :

Begin your journey by selecting the tax package that aligns with your business vision and goals.

Secure your spot by reviewing and signing the agreement to officially join.

Set up a personalized onboarding meeting to outline your business objectives and set expectations for success.

Equip yourself with the essential tools, strategies, and insights to build and grow a successful tax business.

Launch your tax business, take the final step toward entrepreneurship by opening your tax office.

Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.

Split: 70/30 (You keep 70%)

Designed to help you get your feet wet with full support behind you.

GET STARTED TODAY!

Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.

Split: 100% (You keep it all!)

Total freedom and ownership of your tax business.

GET STARTED TODAY!

Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.

Commission: Make 50% on every software sale

Monetize your network and expand your reach in the tax world.

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For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.

The ultimate solution for leaders ready to dominate the tax industry.

GET STARTED TODAY!

What you will get from us?

With Emerald Consultant Services, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.

The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.

Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).

BANKING PARTNERS

REFUND ADVANTAGE

Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.

Refundo

Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features

SANTA BARBARA TPG

Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.