WE MENTOR YOU AND SHOW HOW TO SCALE YOUR BUSINESS TO SIX FIGURES!
Access professional tax software, expert guidance, and proven solutions designed to help you stay independent, profitable, and in control.
Creating Your Own 6-Figure Tax Offices
Service Bureau Mentorship University
Selling Professional Tax Software
Your One Stop For Tax Software, IRS Help & Mentorship
Access professional tax software, expert guidance, and proven solutions designed to help you stay independent, profitable, and in control.
Creating Your Own 6-Figure Tax Office
Selling Professional Tax Software
JOIN OUR SERVICE BUREAU ERO MENTORSHIP UNIVERSITY WAS $399.99 NOW 199.99*
2026 Software Is Included!! See Whats Else Included Below ..... DONE FOR YOU !!
Tax Preparer Training Course For Your EROs or Tax Preparers
Tax Preparer Training Course For Your EROs or Tax Preparers
Self-paced or group training options
White label branding opportunity
Practice exercises and exam preparation
Final certification exam
Hands-on practice returns
One Big Beautiful Act Outline and Updated - Trump's New Bill and how it will affect your Tax Clients in 2025
Brandable Business Resources
Over 40 customizable business templates
Onboarding Guide
Complete policy documentation
Client agreements and intake forms
Business plan outlines
Marketing materials and social media content
One Big Beautiful Bill Act Outline and Updates -Trump's New Bill
Live Support during tax season!!
Steps to create an Affiliate Agreement
Affiliate Agreement
Tax Preparation Workflow
Tax Consent For Payment
Tax Engagement Letter
Independent Contractor Agreement
Customer Loyalty Agreement
Docs Needed to prepare the tax return
Wisp
Confidentiality Policy
Customer Portal Privacy Policy
No Refund Policy for Digital Products Agreement
And More
JOIN OUR SERVICE BUREAU ERO MENTORSHIP UNIVERSITY (ONLY $399.99)
2026 Software Is Included See Whats Else Included Below ..... DONE FOR YOU !!
Tax Preparer Training Course For Your EROs or Tax Preparers
Tax Preparer Training Course For Your EROs or Tax Preparers
Self-paced or group training options
White label branding opportunity
Practice exercises and exam preparation
Final certification exam
Hands-on practice returns
One Big Beautiful Act Outline and Updated - Trump's New Bill and how it will affect your Tax Clients in 2025
Brandable Business Resources
Over 40 customizable business templates
Onboarding Guide
Complete policy documentation
Client agreements and intake forms
Business plan outlines
Marketing materials and social media content
One Big Beautiful Bill Act Outline and Updates -Trump's New Bill
Live Support during tax season!!
Steps to create an Affiliate Agreement
Affiliate Agreement
Tax Preparation Workflow
Tax Consent For Payment
Tax Engagement Letter
Independent Contractor Agreement
Customer Loyalty Agreement
Docs Needed to prepare the tax return
Wisp
Confidentiality Policy
Customer Portal Privacy Policy
No Refund Policy for Digital Products Agreement
And More
YOUR SERVICE BUREAU ERO MENTORSHIP UNIVERSITY ALSO INCLUDES MULTIPLE REVENUE STREAMS TO INCREASE YOUR BOTTOM LINE
Branded Tax Software
Sell professional 2025 tax software
with your brand name to build
reputation and recurring revenue.
Business Templates
Sell customized business templates to help tax professionals establish and grow their practices
Tax Preparer Course
Offer white-label tax preparation
training courses to develop new
preparers and earn tuition fees.
Marketing Templates
Resell ready-made marketing
templates to help you grow your
business or your tax preparer
business while you earn
commissions.
Client Funding
Generate revenue by providing funding options to yourself and your clients through cash advance programs.
YOUR SERVICE BUREAU ERO MENTORSHIP UNIVERSITY ALSO INCLUDES MULTIPLE REVENUE STREAMS TO INCREASE YOUR BOTTOM LINE
Branded Tax Software
Sell professional 2025 tax software
with your brand name to build
reputation and recurring revenue.
Business Templates
Sell customized business templates to help tax professionals establish and grow their practices
Tax Preparer Course
Offer white-label tax preparation
training courses to develop new
preparers and earn tuition fees.
Marketing Templates
Resell ready-made marketing
templates to help you grow your
business or your tax preparer
business while you earn
commissions.
Client Funding
Generate revenue by providing funding options to yourself and your clients through cash advance programs.
SERVICE BUREAU ERO MENTORSHIP UNIVERSITY INCLUDES COMPREHENSIVE MARKETING MATERIALS
Social Media Content
Pre-designed posts and ad creatives for platforms like Facebook, Instagram, and LinkedIn.
Email Campaigns
Ready-to-use email templates for client acquisition, newsletters, and promotional offers.
Website & Landing Pages
Customizable templates for professional websites and high-converting landing pages.
Platforms & Locations to Market
Editable location templates and platforms to target.
SERVICE BUREAU ERO MENTORSHIP UNIVERSITY INCLUDES COMPREHENSIVE MARKETING MATERIALS
Social Media Content
Pre-designed posts and ad creatives for platforms like Facebook, Instagram, and LinkedIn.
Email Campaigns
Ready-to-use email templates for client acquisition, newsletters, and promotional offers.
Website & Landing Pages
Customizable templates for professional websites and high-converting landing pages.
Platforms & Locations to Market
Editable location templates and platforms to target.
THE SERVICE BUREAU ADVANTAGE - SERVICE BUREAU MODEL ONLY - $99.00
What Is a Service Bureau
A business model specifically designed to serve EROs and their tax professionals by providing a premium
One of the most profitable opportunities in the tax software and support services.
Lucrative Business Model - Build A Team
One of the most profitable opportunities in the tax industry, allowing you to sell superior tax software to peers and multiply your income. You can build your own team and earn even more profit daily!
Service Bureau Onboarding and Support
Includes our step-by-step "FAST TRAC" Blueprint Program with training in all areas of the service bureau operations.
Develop Your Unique Selling Proposition
We help you create a distinct market position that makes your offering stand out from competitors.
THE SERVICE BUREAU ADVANTAGE - SERVICE BUREAU MODEL ONLY - $250
What Is a Service Bureau
A business model specifically designed to serve EROs and their tax professionals by providing a premium
One of the most profitable opportunities in the tax software and support services.
Lucrative Business Model - Build A Team
One of the most profitable opportunities in the tax industry, allowing you to sell superior tax software to peers and multiply your income. You can build your own team and earn even more profit daily!
Service Bureau Onboarding and Support
Includes our step-by-step "FAST TRAC" Blueprint Program with training in all areas of the service bureau operations.
Develop Your Unique Selling Proposition
We help you create a distinct market position that makes your offering stand out from competitors.
BUILDING YOUR TEAM AND BUSINESS AS A SERVICE BUREAU MODEL ONLY
Recruit
Recruit Other EROs, Hire Tax preparers and Virtual assistants using Our proven methods
Train
Develop new talent with our comprehensive training resources.
Scale
Expand your business with our automation and marketing strategies.
BUILDING YOUR TEAM AND BUSINESS AS A SERVICE BUREAU MODEL ONLY
Recruit
Recruit Other EROs, Hire Tax preparers and Virtual assistants using Our proven methods
Train
Develop new talent with our comprehensive training resources.
Scale
Expand your business with our automation and marketing strategies.
Tax Software Reseller Opportunity: No EFIN Required… No Investment
Discover how to create multiple income streams by becoming a professional tax software reseller - with no EFIN or upfront investment required. Perfect for tax professionals and entrepreneurs looking to expand their revenue.
Tax Software Reseller Opportunity: No EFIN Required… No Investment
Discover how to create multiple income streams by becoming a professional tax software reseller - with no EFIN or upfront investment required. Perfect for tax professionals and entrepreneurs looking to expand their revenue.
WHY BECOME A TAX SOFTWARE RESELLER?
Increased Revenue
Generate significant additional income by earning profit from each software sale, without preparing a single tax return yourself.
Become Your Own Service Bureau
Establish your own tax service bureau to expand offerings and increase earning potential.
Leverage Industry Connections
Turn your existing relationships and strangers into sales opportunities.
No Tax Preparation Required
Stay involved in the tax industry without dealing with the complexities of return preparation.
WHY BECOME A TAX SOFTWARE RESELLER?
Increased Revenue
Generate significant additional income by earning profit from each software sale, without preparing a single tax return yourself.
Become Your Own Service Bureau
Establish your own tax service bureau to expand offerings and increase earning potential.
Leverage Industry Connections
Turn your existing relationships and strangers into sales opportunities.
No Tax Preparation Required
Stay involved in the tax industry without dealing with the complexities of return preparation.
Premium Software Special
$299.99 NOW ONLY $99.99
What's Included
TaxSlayer Professional Software
Free EFIN & PTIN Assistance
Keep All of Your Tax Prep Fees
Cash Advance Program For Clients
Mobile Taxes To Go App
Software Training And Support
Multi-office Management System
Marketing Assistance
Cloud-based Platform
All States Included
Year-round Technical Support
Audit Protection Features
Premium Software Special $299.99
What's Included
TaxSlayer Professional Software
Free EFIN & PTIN Assistance
Keep All of Your Tax Prep Fees
Cash Advance Program For Clients
Mobile Taxes To Go App
Software Training And Support
Multi-office Management System
Marketing Assistance
Cloud-based Platform
All States Included
Year-round Technical Support
Audit Protection Features
Ready to Get Started? Lets Go! Join Today!
$199.99
Service Bureau Mentorship ERO University
Includes Software! No EFIN… We Will Assist You In Obtaining An EFIN
$99.99*
Professional Tax Software
Complete Cloud Professional Tax Software with Training Included
$99.00
Service Bureau Only
Professional Tax Software, Onboarding, Guides Provided. Resell Software and establish a team
Join our Service Bureau Mentorship University program today and transform your business with our comprehensive support system. Take the first step toward financial independence!
Ready to Get Started? Lets Go! Join Today!
$399.99
Service Bureau Mentorship ERO University
Includes Software! No EFIN… We Will Assist You In Obtaining An EFIN
$199.99
Professional Tax Software
Complete Cloud Professional Tax Software with Training Included
$250.00
Service Bureau Only
Professional Tax Software, Onboarding, Guides Provided. Resell Software and establish a team
Join our Service Bureau Mentorship University program today and transform your business with our comprehensive support system. Take the first step toward financial independence!
ATTENTION SMALL BUSINESS OWNERS!
WE HAVE THE BEST TAX PLANNING STRATEGY PACKAGE FOR YOU!!
ATTENTION SMALL BUSINESS OWNERS!
Don't overpay the IRS...
STOP PAYING THOUSANDS UNNECESSARILY TO IRS!!
In 2025, new tax credits, deductions, and digital tools make it easier to save money and stay compliant. The key is planning ahead and using the right strategies.
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
Giving your business more ways to
qualify!
Invest your savings back into your business. Reach out to us today!
ATTENTION SMALL BUSINESS OWNERS!
WE HAVE THE BEST TAX PLANNING STRATEGY PACKAGE FOR YOU!!
ATTENTION SMALL BUSINESS OWNERS!
Don't overpay the IRS...
STOP PAYING THOUSANDS UNNECESSARILY TO IRS!!
In 2025, new tax credits, deductions, and digital tools make it easier to save money and stay compliant. The key is planning ahead and using the right strategies.
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
GIVING YOUR BUSINESS MORE WAYS TO QUALIFY!
Invest your savings back into your business. Reach out to us today!
NEED BUSINESS FUNDING?
Getting the business funding you need is fast, simple, and stress-free.
We’re not just another funding company, we’re your strategic growth partner, here to eliminate the guesswork and unlock capital when you need it most.
YOU JUST NEED
3 months of bank statements
EIN number
Business name
Active business bank account
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
Giving your business more ways to
qualify!
We make the process simple and
stress free!
NEED BUSINESS FUNDING?
Getting the business funding you need is fast, simple, and stress-free.
We’re not just another funding company, we’re your strategic growth partner, here to eliminate the guesswork and unlock capital when you need it most.
YOU JUST NEED
3 months of bank statements
EIN number
Business name
Active business bank account
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
Giving your business more ways to
qualify!
We make the process simple and
stress free!
CHECK OUT ALL THE PACKAGES
Prefer an all-in-one system? ERO UNIVERSITY includes training, accountability, Service Bureau track, and your 2025 software license (a $399.99 value).
Do you just need software or want to resell it? Grab the standalone options below.
BOOK A FREE STRATEGY CALL NOW
LETS ASSESS YOUR GOALS AND MAP THE FASTER PATH FOR SUCCESS
Build Long-Term Success,
Here is How It Works
A simple, proven funnel: connect, onboard, and launch, without the guesswork.
CHECK OUT ALL THE PACKAGES
Prefer an all-in-one system? ERO UNIVERSITY includes training, accountability, Service Bureau track, and your 2025 software license (a $399.99 value).
Do you just need software or want to resell it? Grab the standalone options below.
BOOK A FREE STRATEGY CALL NOW
LETS ASSESS YOUR GOALS AND MAP THE FASTER PATH FOR SUCCESS
Build Long-Term Success,
Here is How It Works
A simple, proven funnel: connect, onboard, and launch, without the guesswork.
We’re Hiring Tax Preparers!!
Get the Training, GET the TAX SOFTWARE, Get the Tools, Get the MARKETING TEMPLATES—All for $199
Get Paid to Prepare Taxes — Join Our Elite Tax Prep Team
Join Number One Tax & Software Solutions LLC as a preparer and get everything you need to start fast: Tax Software, Software Training, Tax Preparers Course, and Mentorship Training, all included in your $99 team access.
Tax Software
Pro-grade, ready on day one.
Fast e-file with accuracy checks & bank products
Client portal, e-signature, secure document upload
Software Training
Get set up and shipping returns fast.
Step-by-step install + first-return walkthrough
Live Q&A and short rewatchable tutorials
Tax Preparers Course
Learn the workflow, rules, and real cases.
Due diligence, common credits, PTIN basics
Sample returns + quizzes to certify you
Mentorship Training
Never get stuck on a live file.
Weekly office hours and case review
Priority chat support from senior preparers
What you’ll do
Prepare individual (1040) returns (business returns if qualified).
Collect and review client documents, verify ID, and ensure compliance.
Communicate status, e-signs, and next steps with clients.
Follow our quality checklist and record-retention standards.
What you’ll need
PTIN (or willingness to obtain—we’ll guide you).
No EFIN required — you’ll work under our EFIN (subject to compliance).
Computer, reliable internet, and great customer service.
Accuracy, integrity, and willingness to learn.
How the process works
Apply (2 minutes) — short interest form.
Join for $199 → get portal access and your onboarding checklist
15-min Interview/Assessment — meet the team, review expectations.
Onboard & Train — software access + quick-start modules.
Start Preparing — supervised returns until you’re fully cleared.
Competitive per-return pay + performance bonuses. Details shared at interview.
We follow IRS identity verification, data security (WISP), and record-retention standards.
We’re Hiring Tax Preparers,
Get Trained, Get the Tools, Get Paid—All for $99
Get Paid to Prepare Taxes — Join Our Elite Tax Prep Team
Join Number One Tax & Software Solutions as a preparer and get everything you need to start fast: Tax Software, Software Training, Tax Preparers Course, and Mentorship Training, all included in your $99 team access.
Tax Software
Pro-grade, ready on day one.
Fast e-file with accuracy checks & bank products
Client portal, e-signature, secure document upload
Software Training
Get set up and shipping returns fast.
Step-by-step install + first-return walkthrough
Live Q&A and short rewatchable tutorials
Tax Preparers Course
Learn the workflow, rules, and real cases.
Due diligence, common credits, PTIN basics
Sample returns + quizzes to certify you
Mentorship Training
Never get stuck on a live file.
Weekly office hours and case review
Priority chat support from senior preparers
What you’ll do
Prepare individual (1040) returns (business returns if qualified).
Collect and review client documents, verify ID, and ensure compliance.
Communicate status, e-signs, and next steps with clients.
Follow our quality checklist and record-retention standards.
What you’ll need
PTIN (or willingness to obtain—we’ll guide you).
No EFIN required — you’ll work under our EFIN (subject to compliance).
Computer, reliable internet, and great customer service.
Accuracy, integrity, and willingness to learn.
How the process works
Apply (2 minutes) — short interest form.
Join for $99 → get portal access and your onboarding checklist
15-min Interview/Assessment — meet the team, review expectations.
Onboard & Train — software access + quick-start modules.
Start Preparing — supervised returns until you’re fully cleared.
Competitive per-return pay + performance bonuses. Details shared at interview.
We follow IRS identity verification, data security (WISP), and record-retention standards.
START YOUR JOURNEY TOWARD FINANCIAL FREEDOM
Whether you're helping individuals or small businesses, our resolution services give you the tools to solve complex tax problems with confidence. You'll increase your credibility, boost your revenue, and become a trusted advisor your clients rely on — year after year.
At Number One Tax & Software Solutions, we don’t just hand you a product. We equip you with systems, mentorship, and real-world support so you can show up as the expert you’re called to be.
START YOUR JOURNEY TOWARD FINANCIAL FREEDOM
Whether you're helping individuals or small businesses, our resolution services give you the tools to solve complex tax problems with confidence. You'll increase your credibility, boost your revenue, and become a trusted advisor your clients rely on — year after year.
At Number One Tax & Software Solutions, we don’t just hand you a product. We equip you with systems, mentorship, and real-world support so you can show up as the expert you’re called to be.
YOU LIKE US.. YOU REALLY LIKE US! WE'RE SO EXCITED FOR YOU TO THRIVING, SCALABLE TAX BUSINESS INSTANTLY.
We don’t just sell software, we help you build a legacy.
At Number One Tax & Software Solutions LLC , we believe every tax preparer deserves more than tools; you deserve mentorship, strategy, and a system that works.
Whether you're launching your first tax office or scaling your service bureau, our approach is designed to set you apart:
Proven Industry Experience – Built by tax professionals for tax professionals, with a clear focus on results.
All-In-One Setup – From professional tax software to automation, client onboarding, and business support, all under one roof.
Growth-Oriented Approach – We help you streamline operations, serve more clients, and increase revenue without burning out.
YOU LIKE US.. YOU REALLY LIKE US! WE'RE SO EXCITED FOR YOU TO THRIVING, SCALABLE TAX BUSINESS INSTANTLY.
We don’t just sell software, we help you build a legacy.
At Number One Tax & Software Solutions LLC , we believe every tax preparer deserves more than tools; you deserve mentorship, strategy, and a system that works.
Whether you're launching your first tax office or scaling your service bureau, our approach is designed to set you apart:
Proven Industry Experience – Built by tax professionals for tax professionals, with a clear focus on results.
All-In-One Setup – From professional tax software to automation, client onboarding, and business support, all under one roof.
Growth-Oriented Approach – We help you streamline operations, serve more clients, and increase revenue without burning out.
ARE YOU READY TO TAKE CONTROL OF YOUR TAX BUSINESS?
Let’s build something lasting — with faith, clarity, and confidence.
NEED HELP GETTING YOUR EFIN? LET US HELP YOU.
WANT TO BE YOUR OWN BOSS? LET US HELP YOU.
WANT TO BE IN CHARGE OF YOUR OWN PAYOUTS? LET US HELP YOU.
TIRED OF BEING TAKEN ADVANTAGE OF AND NOT PAID OUT? LET US HELP YOU.
TIRED OF SPLITS AND SHARING YOUR PROFITS? LET US HELP YOU.
FEEL LIKE YOU DIDN'T GET ENOUGH MENTORSHIP? LET US HELP
ARE YOU READY TO TAKE CONTROL OF YOUR TAX BUSINESS?
Let’s build something lasting — with faith, clarity, and confidence.
NEED HELP GETTING YOUR EFIN? LET US HELP YOU.
WANT TO BE YOUR OWN BOSS? LET US HELP YOU.
WANT TO BE IN CHARGE OF YOUR OWN PAYOUTS? LET US HELP YOU.
TIRED OF BEING TAKEN ADVANTAGE OF AND NOT PAID OUT? LET US HELP YOU.
TIRED OF SPLITS AND SHARING YOUR PROFITS? LET US HELP YOU.
FEEL LIKE YOU DIDN'T GET ENOUGH MENTORSHIP? LET US HELP
MEET THE FOUNDER & CEO
NEED TAX SOFTWARE,
MENTORSHIP, OR HELP
GETTING YOUR EFIN?
Meet Teresa Oakley. With over a decade in the tax industry, I founded Number One Tax and Software Solutions LLC to help aspiring professionals like you grow real businesses — not just side hustles.
I combine faith-based mentorship, affordable tools, and real-world experience to launch 6-figure tax offices from the ground up.
MEET THE FOUNDER & CEO
NEED TAX SOFTWARE,
MENTORSHIP, OR HELP
GETTING YOUR EFIN?
Meet Teresa Oakley. With over a decade in the tax industry, I founded Number One Tax and Software Solutions LLC to help aspiring professionals like you grow real businesses — not just side hustles.
I combine faith-based mentorship, affordable tools, and real-world experience to launch 6-figure tax offices from the ground up.
Real Results From
Real People
— Alicia M., First-Time Service Bureau Owner
Teresa helped me launch my first tax office from scratch. I had no clue where to start, now I’m onboarding clients and using my own software. She really simplifies the process
— James T., Independent Tax Preparer
I used to rely on my upline for everything. With Teresa’s system and mentorship, I now have full control over my own tax business and a clear growth plan.
— Danielle R., Service Bureau Partner
The support and tools I received are unmatched. From funnel setup to automation and client onboarding, everything was done professionally. Highly recommend!
— Marcus E., Multi-State Tax Office Owner
Not only did I get software that works, I got systems that convert. Teresa doesn’t just sell you something, she walks with you to make sure you win.
Real Results From
Real People
— Alicia M., First-Time Service Bureau Owner
Teresa helped me launch my first tax office from scratch. I had no clue where to start — now I’m onboarding clients and using my own software. She really simplifies the process
— James T., Independent Tax Preparer
I used to rely on my upline for everything. With Teresa’s system and mentorship, I now have full control over my own tax business and a clear growth plan.
— Danielle R., Service Bureau Partner
The support and tools I received are unmatched. From funnel setup to automation and client onboarding, everything was done professionally. Highly recommend!
— Marcus E., Multi-State Tax Office Owner
Not only did I get software that works, I got systems that convert. Teresa doesn’t just sell you something, she walks with you to make sure you win.
STILL NOT SURE?
Got Questions? We’ve
Got Answers.
Reach Out To Us Today!
Contact Us
We’re here to help you with all your tax and financial needs. Reach out to Number One Tax and Software Solutions LLC, Today
Reach Out To Us Today!
Contact Us
We’re here to help you with all your tax and financial needs. Reach out to Number One Tax and Software Solutions LLC, Today
© 2025 Number One Tax and Software Solutions LLC