01
Start with
Knowledge.
Build your foundation through practical tax education designed for where you are now and where you want to go.
Thee Tax Lab Academy
Learn
Launch
Live It
Build More Than A Tax Business. Build Something That Lasts.
Your next chapter starts with the right foundation. Explore tax education, professional software, and business support designed to help you build with confidence, stronger systems, and a clear path forward.
Practical Education
Professional Software
Ongoing Support
Start with
02
Equip Your
Business.
Choose professional tax software and tools that support the practice you're ready to build.
03
Move Forward
with Support.
Access resources and business support designed to help you keep building beyond your first step.
Choose Your Path
Three Doors
Whether you're filing your own return, building a new skill, or scaling a tax practice — there's a solution designed for exactly where you are today and where you're ready to go next.
For New & Growing Preparers
Tax Lab Academy
Learn how to prepare returns, serve clients confidently, and build a professional tax practice with guidance from experienced preparers who understand the business.
- Return preparation from start to finish
- PTIN and EFIN guidance
- Pricing, compliance, and client handling
For Preparers, EROs & Bureaus
Software Packages
Access professional tax software, CRM tools, bank products, and business infrastructure with packages designed to grow alongside your tax business.
- Federal and all 50 states
- Cloud-based software and e-signature
- Bank products and EFIN growth options
Not a Tax Pro? Start Here
File My Taxes
Upload your documents securely and let an experienced tax professional handle the process from preparation through completion.
- Secure document submission
- Individual and business returns
- Convenient return status tracking
Runs Alongside Any Level
Filing returns is one job. Filling the chair is another.
Add the systems and marketing support behind your tax business so leads don't just come in — they get followed up with, scheduled, and moved through your pipeline.
Systems & Follow-Up
CRM & Automation
Your client pipeline, intake forms, reminders, and follow-up — built once and working behind your business throughout the season.
- Client intake and document requests
- Appointment booking and reminders
- Automated follow-up by return stage
- Two-way text and email in one inbox
$149
/ month
Lead Generation
Ad Management
We run campaigns designed to bring taxpayers to your door and route every new lead directly into your follow-up system.
- Season campaign build and creative
- Local targeting for your service area
- Leads delivered straight to your CRM
- Monthly performance review
$35
/ month
$200 one-time setup
covers your account build, pipeline, forms, and calendar
before your first lead arrives.
Partner With Tax Lab
Become a Partner.
Join other tax professionals and grow your practice with direct support from the Tax Lab team. Access tools, training, resources, and a community designed to help you build a stronger and more scalable tax business.
- Direct support from experienced tax professionals
- Monthly group coaching calls
- Marketing resources and ready-to-use templates
- Community access and professional networking
- Priority technical and business support
About the Founder
Building a Better Tax Industry.
With over 20 years of experience in the tax industry, our founder built Thee Tax Lab around one simple belief: tax professionals deserve better tools, stronger training, and real support.
What began as a passion for helping preparers succeed has grown into a comprehensive platform serving tax professionals across the country.
Every training program, resource, system, and level of support is built with one goal in mind — helping tax professionals create businesses that are more confident, compliant, and scalable.
Our Mission
Learn Our Story
→
Help you build a tax practice that lasts, scales, serves clients well, and creates long-term opportunity.
Need to Know
Frequently Asked Questions
Find answers to common questions about Thee Tax Lab Academy, software, support, and growing your tax practice.
No prior tax experience is required. Our academy starts with the fundamentals and walks you through tax preparation, client handling, compliance, and building a professional tax practice.
Yes. Software packages can be purchased separately. Academy training is available for professionals who want additional education, guidance, and support while building their practice.
Processing times can vary depending on the application and IRS review. The academy provides guidance on the PTIN and EFIN application process so you understand the requirements and next steps.
Thee Tax Lab focuses on more than software. The goal is to give tax professionals access to training, resources, systems, and support that help them build stronger and more sustainable tax businesses.
Yes. Depending on your program or package, support may include academy assistance, technical support, community access, coaching, and additional resources designed to help you continue growing.
Still have questions?
We're here to help.
ERO Resources & Support
Support Built for Tax Professionals.
Access resources, education, compliance guidance, and professional support designed to help EROs and tax professionals operate with greater confidence and build stronger tax practices.
- IRS compliance and regulatory resources
- Professional tax resource library
- Continuing education opportunities
- ERO networking and collaboration
- Business and technical support resources
Thee Tax Lab Network
More Than Software.
Build with access to the education, resources, community, and professional infrastructure designed to support you beyond tax season.
01
Compliance Resources
02
Professional Education
03
Community & Networking
04
Ongoing Support