Tax Boss Suite

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Tax Boss Suite Helping tax professionals start, grow & scale profitable tax and service bureau businesses through mentorship, systems, strategy, and support. Build smarter.

Scale bigger. ✨

10/05/2026

Tax season does not start in January. October is where you get positioned. 📌

Here’s what needs attention right now:

If you’re a tax preparer: Your current PTIN does not carry into 2027. Renewal generally opens in mid-October, and 2026 PTINs expire December 31. Finish your training, check your access, and be ready to renew when the IRS opens the window.

If you run a tax office: Refund Advantage’s 2027 enrollment is open. Review your software setup, bank product fees, and program terms before you start making promises to clients or your team.

And everybody - protect your information. The IRS is warning tax pros about phishing attempts, including fake prospective clients. A rushed click can put an entire office’s client data at risk.

The season is coming either way. Let’s get ready on purpose.

Building or running a tax office? Message BOSS.

THE FILE WITH SHONDA VIP TAX CLIENT WAITLIST IS OFFICIALLY OPEN.The first five people to complete the waitlist registrat...
10/01/2026

THE FILE WITH SHONDA VIP TAX CLIENT WAITLIST IS OFFICIALLY OPEN.

The first five people to complete the waitlist registration and later file with File With Shonda will receive one instant prize:

$100 dining certificate
$200 dining certificate
2-night all-inclusive resort getaway
2-night hotel stay
3-night hotel stay

Only five instant prizes are available, and only 100 VIP client spots are being accepted.

Join here: https://waitlist.filewithshonda.com

Do not bookmark it for later. Later is how you become number 101.

Terms and conditions apply.
Recipients may be responsible for applicable taxes and processing fees.

FINAL DAY.In honor of my grandmother’s 99th birthday, ERO Scale Lab enrollment is $99 through 11:59 PM ET tonight.Regula...
09/20/2026

FINAL DAY.

In honor of my grandmother’s 99th birthday,

ERO Scale Lab enrollment is $99 through 11:59 PM ET tonight.

Regular enrollment is $199.

If you are tired of being treated like another software login, confused about your money, or left without the training and systems your business needs, this is your opportunity to build differently.

Only nine legacy enrollment spots are available.

Message “LEGACY” to enroll with Tax Boss Suite.

The offer will not be extended.

ERO, having professional tax software is not the same as having a business partner.You need training before tax season.Y...
09/19/2026

ERO, having professional tax software is not the same as having a business partner.

You need training before tax season.

You need systems that do not live entirely in your head.

You need to understand your fees, payouts, compliance responsibilities, client workflow, marketing, and growth strategy.

Tax Boss Suite was created for the ERO who is ready to build beyond simply transmitting returns.

Join ERO Scale Lab for $99 through tomorrow.
Regular enrollment is $199.

Only nine legacy spots are available.

Message “LEGACY” to enroll.

THE 99 YEARS OF LEGACY SALE IS OFFICIALLY OPEN.In loving memory of my grandmother and in honor of what would have been h...
09/18/2026

THE 99 YEARS OF LEGACY SALE IS OFFICIALLY OPEN.

In loving memory of my grandmother and in honor of what would have been her 99th birthday, ERO Scale Lab enrollment is only $99 through September 20.

Regular enrollment is $199.

This opportunity is for EROs who want more than another software login. Tax Boss Suite is focused on training, compliance, systems, communication, operations, marketing, and helping you scale like a real business owner.

Only nine EROs may enroll at the legacy price.

Message “LEGACY” to enroll.

Offer closes September 20, 2026, at 11:59 PM ET.

09/06/2026

Tax Boss Suite may be the new name in the room, but the vision is grown, the standards are high, and the mission is clear.

We are here to serve the overlooked ERO, help tax businesses build real structure, and shake up an industry that got too comfortable doing people wrong.

09/06/2026

SUNDAY SWITCH OFFER

Switch from your current service bureau to Tax Boss Suite for $99 today.

No more begging for support.
No more confusion around your money.
No more building without structure.

Message “SWITCH.

09/06/2026

You do not owe another season of loyalty to a service bureau that underpaid you, ignored you, or left you without systems.

Choose what supports your growth.

09/06/2026

Good morning.

Sunday is your reminder that peace also comes from making the business decision you have been avoiding.

09/05/2026

Your EROs need continuing education, but they can receive it through a platform carrying your company’s name.

Brand authority matters. Ownership matters. Additional revenue matters.

Message “CE PLATFORM” for details.

Address

Charlotte, NC

Opening Hours

Tuesday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+17042497188

Website

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