Welcome to

iTax Institute!

Established in 2019, we are a leading training platform dedicated to assisting entrepreneurs across the United States in starting and growing successful tax preparation firms.

Our mission is to provide comprehensive resources and guidance to help you achieve your business goals.

With a focus on delivering top-quality training, iTax Institute has successfully supported the growth of over 400 entrepreneurs. Through our virtual business training courses and personalized one-on-one coaching sessions, we equip you with the essential knowledge, strategies, and tools to thrive in the business world.

14+

Years in Tax Industry

450+

Successful Tax Entrepreneurs

10K+

Bank Products Processed

$3M+

Revenue Generated

With our comprehensive training programs, we provide the knowledge, skills, and support you need to build a successful and profitable business.

  • Proven Strategies to Start and Scale Your Business

  • Be Part of a Powerful Community of Entrepreneurs

  • Increase Your Business Visibility and Profits

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.

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.

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