Professional Tax Preparation
Prepare federal and state tax returns using software designed for paid tax professionals.
FOR EXPERIENCED TAX PREPARERS ✦ YOUR BUSINESS. YOUR FEES.
PROFESSIONAL TAX SOFTWARE • $597/YEARYour clients.
Your clients.
Your business.
Your prep fees.
You've spent years building your tax business. You shouldn't have to give away a percentage of your preparation fees just to use professional software. Meet Tax Boss: made for preparers who already know their craft.
$597 annual software package, paid in full. Optional third-party refund products and add-ons may have separate fees. Account registration help is included.
100% of prep feesNo revenue-sharing of your prep fee
$597 per yearUpfront annual software pricing
Professional softwareBuilt for tax preparation businesses
Personal registration helpGuidance getting your account started
THE RIGHT TOOLS, WITHOUT THE FEE SPLIT
Professional software. A business model that makes sense.
Tax Boss brings together the essentials for a working tax preparer—without making you enroll in another coaching program.
Corporate Desktop Software
Desktop software access available with the package, for preparing eligible business returns.
Secure Client Document Collection
Help clients send supporting tax documents through the software's secure workflow.
Client Advance Options
Eligible refund-related financial products may be available, subject to provider terms, approvals and possible fees.
Audit Protection Options
Optional protection products may be available, subject to separate terms and charges.
Account Registration Assistance
Once purchased, submit your registration details securely and Mary will help set up your software access.
A NOTE FROM MARY
You already know how to prepare taxes. You need software that respects your business.
I started out as a notary and built my experience in tax preparation. Whether you're a longtime preparer or a fellow notary who already offers tax services, I know how much work goes into earning your clients' trust.
Tax Boss is focused on helping experienced preparers access professional software—not selling another coaching commitment.
Have a question? Contact Mary ↗You're the one building the client relationships. Your tax preparation fees should be yours.
— Mary Roque, Tax BossRUN THE NUMBERS
See what keeping 100% of your prep fees means for your business.
Many tax software models take a cut of your preparation fees. With Tax Boss, the $597 annual cost is your only software expense — every dollar of your prep fee stays with you.
Your annual prep fee revenue$12,500
Estimate only. Actual results depend on your client volume, pricing, and applicable third-party product fees.
HOW IT WORKS
Three steps to your next tax season.
Purchase the Software
Complete your purchase through the secure checkout. You'll receive confirmation and next steps right away.
Submit Your Registration
After purchase, submit your registration details through the secure form. Mary reviews and sets up your software access.
Start Preparing Returns
Once your account is active, you're ready to prepare returns for your clients — with 100% of your prep fees staying with you.
FREQUENTLY ASKED QUESTIONS
Questions about Tax Boss Software.
Who is Tax Boss Software for?
Tax Boss is for experienced, independent tax preparers who want professional software without giving up a percentage of their preparation fees. It's not a training program — it's a tool for preparers who already know their craft.
What does the $597 include?
The $597 annual package includes professional federal and state tax preparation software, corporate desktop software access, secure client document collection, and account registration assistance from Mary. Optional add-ons (refund products, audit protection) may have separate fees from third-party providers.
Do I have to give up any of my prep fees?
No. Your tax preparation fees are yours to keep. The $597 is your software cost. There is no revenue-sharing of your prep fee built into Tax Boss.
What happens after I purchase?
After purchase you'll receive a confirmation and a link to submit your registration details securely. Mary will review your information and help get your software account set up.
Is there a payment plan?
Yes. A payment plan option is available: $100 down plus $50/month. Use the payment plan link at checkout if you prefer to spread the cost.
I'm a notary who also does taxes. Is this for me?
Absolutely. Mary started as a notary herself. If you're already offering tax preparation services and want professional software without the fee split, Tax Boss is built for you.
Ready to keep 100% of your prep fees?
Join experienced tax preparers who run their business on their own terms.