Struggling to Start or Scale Your Tax Preparation Business?
Get Expert Guidance and Software to Launch and Grow Your Tax Prep Business with Confidence
We help new and experienced tax pros cut through the overwhelm with a proven system, step-by-step mentorship, and powerful tools to build a thriving business.
14+
Years in Tax Industry
450+
Successful Tax Entrepreneurs
10K+
Bank Products Processed
$3M+
Revenue Generated
Don't Wait. Transform Your Life with a Career in the Tax Industry!
You might be thinking,
Is This Program Right For You?
Let’s make sure you’re in the right place.
This is for you if you're:
An aspiring tax professional eager to start your own business with confidence
Currently offering tax services aiming to expand beyond tax season
A beginner confused about where to start, how to stay compliant, or what tools you need
A solo practitioner looking to build a team or scale operations
Running a tax firm facing challenges in client acquisition and retention
An entrepreneur interested in a
Working a 9–5 ready to transition to full-time entrepreneur in the tax industry
An experienced tax expert desiring increased income with reduced burnout
Motivated individual aiming to establish a legitimate, enduring tax brand
This is not for you if:
You want overnight results without putting in the work.
Building a successful tax business takes effort, strategy, and time. If you're looking for a magic pill, this isn’t it.
You’re not willing to invest in yourself
The most successful tax professionals know that the right software, training, and mentorship are what set them apart. If you're not ready to invest in your business, this may not be your time.
You’re okay with staying stuck and struggling alone
If you’d rather figure everything out the hard way, make costly mistakes, and waste years trying to grow on your own, this program won’t work for you.
You’re not serious about making more money.
If you're content with working long hours and barely increasing your income, this program isn’t for you. We teach strategies to help you grow your revenue and build a real business.
If You’re a Match, Here’s How We’ll Help You Succeed:
The Perfect Plan
for Your Growing Tax Business
Due Diligence
We offer comprehensive Due Diligence services for tax professionals, including audits to ensure compliance with IRS regulations, staff training on proper documentation practices, and EFIN/ERO audits focused on ethical standards and professional responsibility.
Tax Software
$597
Prepare, review, and file tax returns electronically with ease, anytime, anywhere. Our secure, cloud-based platform lets you work seamlessly across devices, streamline your workflow, and serve clients with confidence and flexibility.
Tax Business Growth Accelerator
$997
The iTax Institute Tax Business Growth Accelerator is a self-paced course that provides the skills, tools, and strategies to launch, grow, and scale a profitable tax preparation business, from marketing to client management.
Service Bureau Solutions
$2,427
The iTax Service Bureau Solutions is the ultimate program designed to revolutionize the tax industry and empower tax professionals like you to start, manage, and grow your own service bureau.
Alumni Success Stories
Ready to Fast-Track Your Success?
If you're serious about building a profitable, scalable tax business and want expert support to fast-track your results, it's time to go beyond the course and into mentorship.
Choose the level of personalized guidance that fits your goals:
6 Private Strategy Sessions with Dr. Ambrea' Lacy (75 mins each)
Inner Circle Mentorship
Nationally recognized tax strategist, software provider, and educator with a mission to empower tax professionals.
Meet Ambrea' Lacy
With over a decade of experience, she’s helped hundreds of preparers grow their businesses through expert mentorship and cutting-edge software solutions.
As the founder of a top-tier tax software company, Ambrea’ blends innovation with real-world strategy—giving professionals the tools and confidence to scale with purpose. Whether you’re just starting out or ready to level up, Ambrea’ is here to help you lead, grow, and succeed.
From Uncertain to Unstoppable
More Success Stories
"God is so good! I’m definitely thankful for all the support I’m getting! When I first started, my goal was to get 50 clients! I have almost tripled that number! The season is just getting started! I’m so excited y’all! I’m glad I’m able to help you maximize your refunds!."
- Artidra M.
"Y’all better get y’all business coach that’s good at what they do. Shout out to Ambrea’ Lacy who is the G.O.A.T of taxes! With her expertise and knowledge she assisted me with lowering a truck driver’s tax debt from 35k for federal alone to less than 1k. Not to mention last year he paid back over 20k in taxes, because he allowed a non-certified tax professional do his taxes in turbo tax."
- Christiana R.
"For the last 2 years, I’ve invested in Ambrea' Lacy tax course, iTax Institute which has been a tremendous blessing to my business Hope Renewed, LLC! I was presently surprised (again) when I got this years awards and gifts in the mail today. Thank you so much Ambrea’ for your support and ALWAYS being there to answer questions and being so incredibly encouraging! You’re a wealth of knowledge and I truly appreciate you "
- Artesha S.
"If something will bring you a return in a month, a year, or even 3 years… it’s an investment! I started securing the bag once I invested in myself and in 2019 I enrolled in the ITax Institute! She showed me how to help my clients, plus get my business the right credentials and software because I was moving a lil funny honey! aka starlight backwards!"
- Sabrina G.
Backed by Trusted Banking Partners
We’ve partnered with reliable financial institutions to support your tax business with secure, compliant, and efficient payment solutions.
Let’s Make Your Tax Business Thrive
Get Started Today!
Tired of trying to figure it all out on your own? This program gives you the exact roadmap, tools, and support you need to build a profitable tax business—whether you're just starting or scaling up.
No fluff. No gatekeeping. No guesswork. Just real results.