Ready to Start a Profitable Tax Business?
Join the Tax Business Growth Accelerator, the Step-by-Step Path to Building a Successful Tax Firm
This program was built for you if you're...
A budding entrepreneur
with no prior tax experience, ready to launch a profitable tax firm from the ground up
A full-time employee
tired of the cubicle life, looking to create a flexible income stream and become your own boss
Offering financial services
who wants to add tax preparation to your portfolio and better serve your clients
An experienced tax preparer
who’s finally ready to stop splitting fees and run your own tax firm with 100% ownership
An aspiring business owner
who’s ready to learn, grow, and take action toward long-term financial freedom
A busy parent or 9–5 professional
who wants to spend more time with loved ones, while building additional income preparing taxes on your own terms
Imagine This...
By the end of this program, you won’t just know how to prepare taxes,
you’ll know how to run a real, revenue-generating business.
You’ll walk away with:
Confidence to file taxes accurately and professionally, even if you started with zero experience
A fully-formed business with your own name, EFIN, and bank account, no fee splits, no middlemen
Systems for client intake, compliance, and communication that save you time and protect your business
Marketing tools and business development strategies to consistently attract and retain clients
Ongoing mentorship and weekly coaching calls to guide you through every challenge
A real foundation for long-term income, flexibility, and financial freedom
Here’s What You’ll Learn Inside the
Tax Business Growth Accelerator
We don’t just teach tax prep. We give you the full blueprint to start, grow, and scale a profitable tax business, the right way.
The Full Course
Step-by-Step
Business Formation & Legal Setup
Learn how to register a custom business name, apply for your PTIN, and complete your IRS EFIN registration. Set up your business to legally and professionally operate as a tax prep service.
Individual Tax Preparation Mastery
In-depth training on tax topics like Filing Statuses, Dependents, Standard & Itemized Deductions, Tax Credits (Form 8863, Form 2441, EIC), taxable vs. non-taxable income, and real-world practice scenarios to prepare you for client cases.
Depreciation & Bookkeeping Basics
Understand how to apply depreciation to client returns, and learn bookkeeping principles to track income, expenses, and maintain compliance.
Client Intake, Compliance & Outsourcing
Access customizable client intake forms, due diligence checklists, and templates to keep your practice audit-ready. Learn best practices for hiring support staff or outsourcing during peak seasons.
Marketing & Business Development
Build business credit, create your online presence, learn how to attract and retain clients with effective social media strategies, and set up automations to streamline follow-ups and engagement.
Ethics & Circular 230 Compliance
Learn the professional standards and ethical practices outlined by the IRS so you can run your business responsibly and with integrity.
Ongoing Coaching & Support
Weekly group coaching via Zoom to answer your questions, troubleshoot real tax cases, and help you stay on track. Personalized guidance throughout the season and beyond.
Get These Powerful BONUSES
When You Enroll
Professional Tax Software
with no prior tax experience, ready to launch a profitable tax firm from the ground up
Custom Client Mobile App
Branded with your business name and logo, your clients can securely upload tax documents to their portal, auto-synced to your software to reduce errors.
FREE Unlimited E-Filing
Submit unlimited tax returns at no extra cost through your EFIN, no software-imposed limits.
In-Season Tax Return Support
Get help reviewing tricky returns before submission, an instructor or coach will review for accuracy upon request.
Guest Speakers & Additional Income Streams
Hear from industry experts and learn how to diversify your income through value-added services.
Social Media Tax Tips Toolkit
Pre-written tips to help educate your audience and generate more leads.
Email Automations & Campaign Templates
Engage clients consistently with pre-built email sequences that handle onboarding, reminders, and seasonal promos.
Private Telegram Group Access
Connect with fellow students, share resources, and get quick answers from instructors and peers.
Standard Operating Procedures (SOPs)
Get detailed SOPs that walk you through the daily and seasonal processes of running a professional tax business.
End-of-Season Business Analysis
Review what worked and what didn’t with post-season guidance to improve your systems and results for the next year.
How to Hire Your Child & Write It Off
A creative tax strategy module teaching how to legally employ your child in your business and turn it into a deductible expense.
Bank Product Registration (NO Upfront Fees for Clients)
Learn how to register for bank products so you can collect your prep fees directly from your client’s refund, without asking them to pay upfront.
When You Join, You’ll Also Get:
Weekly Live Group Coaching Calls
CE Credits for AFSP Designation (IRS-Approved Provider)
Custom Templates for Intake, Compliance, and Marketing
Certificate of Completion to Showcase Your Credentials
Business Credit Building Framework
Marketing & Automation Tools to Scale
Expert Support Throughout Tax Season
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.
14+
Years in Tax Industry
450+
Successful Tax Entrepreneurs
10K+
Bank Products Processed
$3M+
Revenue Generated
Alumni 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.
FAQs
Do I need previous tax preparation experience to start my own tax preparation business?
Opening your own tax preparation business does not require any previous tax preparation experience. iTax Institute will teach you how to prepare individual and basic business tax returns, build, operate and market your tax business
Is this course a good fit for me if I prepared taxes in the past for a company and now I’m ready to own my own business?
Absolutely! It’s time to take charge and own your own tax firm and profit 100% of your tax preparation fees.
Are there any franchise fees?
We are NOT a franchise, this is an opportunity for you to create your OWN tax preparation business with your own business name and profit 100% of your tax preparation fees.
How do I access my tax software?
The iTax Professional web-based tax software can be accessed from anywhere in the world from a laptop, mobile device, iPad or tablet. All you need is internet access. You can prepare taxes from anywhere, at any time! If you would like to take a look at the iTax Institute Professional Web-Based Software, CLICK HERE to access the demo.
How much money can I make in the tax preparation industry?
The tax industry is a recession proof industry and the earning potential is unlimited. 90% of taxpayers seek to hire a tax professional. Taxes are not going anywhere, therefore, taxpayers will always have to file taxes. The average tax return preparation fee is $300. Some first year tax preparation business owners earn $10,000 to $100,000 during peak tax season (4 months). You are urged to prepare taxes year round to continue to generate income for taxpayers that may file their taxes late or file previous year back taxes. Some earn much more! Many factors contribute to the success of your business, the main factor is YOU!
How do I become a certified tax professional?
You do not need any certification(s) to prepare taxes. It is actually against the law to say or print that you are a CERTIFIED tax preparer. In the course, you will receive tax preparation training for individual and basic business returns as well as web-based software training. It is required that PAID tax professionals obtain a Preparer Tax Identification Number (PTIN) through the IRS. You must obtain a PTIN to prepare federal tax returns for compensation. The process only takes about 15 minutes and the number is $20 and must be renewed annually. Detailed instructions and assistance with this application process is included in the course. As a business owner you must also have an active Electronic Filing Identification Number (EFIN) to electronically file taxes. During training, we will walk you through the proper steps to obtain this FREE number that is obtained from the Internal Revenue Service.
Do I need a storefront location to prepare taxes?
No, you do not need a storefront location to prepare taxes. We offer innovative and convenient solutions for taxpayers to submit their tax documents and sign their tax returns virtually. Which means you can work from home, have a mobile tax preparation business or have an office location. All you need is a laptop, printer and internet access. If you operate your business from home, you can write those expenses off on your taxes (you will learn how to do this in the course)!
How will my clients pay me for their tax preparation services?
There are no upfront tax preparation fees for clients that are receiving a federal refund. With your tax software and bank products, your tax preparation fees will be automatically deducted from the taxpayer's federal refund and deposited directly into your business bank account; this is called a Refund Transfer (RT). Some taxpayer's that are receiving a federal refund may also pay an upfront tax preparation fee with a check, debit card or credit card. If your client has to pay taxes, you must collect your tax preparation fees upfront and you will have access to a secure merchant to send invoices and collect those fees.
How long does it take for my client to get their refund and for me to get paid my tax preparation fee?
After electronically submitting your client’s tax return, the IRS typically takes up to 21 days to process the return. Taxpayers can track their refund through the Where’s My Refund tool on the IRS website. Once the return is Acknowledged/Accepted, it’s in the hands of the IRS; the taxpayer and tax professional must be patient. The tax preparer gets their tax preparation fees and the client receives their refund on the same day. During the pandemic, the 21-day processing time could be longer.
What is the course refund policy?
This is a knowledge based course and the knowledge cannot be unlearned, therefore this course is non-refundable after purchase.
How long is the Tax Business Growth Accelerator Course?
The Tax Business Growth Accelerator is a self-paced course. While the course is designed for you to move through the content at your own pace, we offer weekly live Zoom sessions for Q&A and additional support. Can’t make it live? No worries — Zoom replays will be uploaded to your membership dashboard within 24 hours.
