Your Path to Success

Open Your Tax Office

Launch Your Professional Tax Office with Confidence and Ease

Tailored Tax Solutions

Choose Your Premium Tax Package

At Esteemed Tax Software, we prioritize excellence in every aspect of our services. We believe in collaborating with like-minded businesses that share our dedication to exceptional quality. Our handpicked network of partners exemplifies these high standards, ensuring you receive unparalleled solutions.

Esteemed Essentials
“Launch Your Office. Serve Your Clients. Start Strong.”

$495 – Perfect for the Independent Tax Pro

This Package is built for you if…
You’re ready to open your own tax office and want trusted, professional-grade software with no fluff, just what you need to hit the ground running. Read More
Esteemed Essentials PLUS
“Build a Brand. Manage a Team. Operate Like a Boss.”

$995 – For Office Owners Who Want Organization + Scale

This Package is built for you if…
You’re not just trying to file returns — you’re trying to run an organized, efficient, and growing tax office.
Read More
ceo suite by esteemed
“Become the Boss Behind the Booth. Own the Tech. Build the Brand.”

$2,995 – Limited Spots Available

For the Ambitious. The Visionaries. The Ones Who Don’t Just File Returns — They Run Empires.

What You Get in the CEO SUITE
Read More
A La Carte
+ CRM
Upgrade your tax business with precision-crafted tools and training — only pay for what you need, when you need it.

Tax Academy Access
Price: $250 (per seat or per office license)
Tiered online training for tax professionals at every level — from beginner to advanced tax strategist.
Read More
Software Package
Esteemed Package
Esteemed Franchise Package
Esteemed Essentials

“Launch Your Office. Serve Your Clients. Start Strong.”

$495 – Perfect for the Independent Tax Pro

This Package is built for you if…

You’re ready to open your won tax office and want trusted, professional-grade software with no fluff, just what you need to hit the ground running. 

Whether you’re going solo or taking on your first few clients, this is the foundation to start your tax business the right way.

What’s Include:

  • Web-Based + Desktop Software Access
  • Bank Product Setup
  • Advanced Tax Loans Access
  • Dedicated Tax Software + Prep Support
  • TaxesToGo Mobile Client App
  • Access to Private Support Group
  • Monthly Zoom Support Calls
  • Un limited E-Signatures
  • Unlimited Users
  • Dedicated Account Manager
  • Exclusive Payroll Discounts with ADP

Esteemed Essentials PLUS

“Build a Brand. Manage a Team. Operate Like a Boss.”

$995 – For Office Owners Who Want Organization + Scale

This Package is built for you if…

You’re not just trying to file returns — you’re trying to run an organized, efficient, and growing tax office. Maybe you already have a team…or plan to bring one in soon. Either way, you need systems and structure — and that’s what Essentials PLUS delivers.

Includes Everything in the Essentials Package

Plus:

  • Full Access to Our Comprehensive Tax Academy.
  • FREE 1-Year CRM Access (Client Relationship Manager)
  • Marketing Templates & Business Boosting Tools

Perfect For:

  • Office owners managing a team of multiple preparers
  • Experienced tax pros ready to level up with systems
  • Professionals who want to automate client intake and retention
  • Entrepreneurs serious about growing a brand, not just a book of business
ceo suite by esteemed

“Become the Boss Behind the Booth. Own the Tech. Build the Brand.”

$2,995 – Limited Spots Available

For the Ambitious. The Visionaries. The Ones Who Don’t Just File Returns — They Run Empires.

What You Get in the CEO SUITE

Private-Label Tax Software License

  • Your own branded tax software (logo, business name, and custom domain optional)
  • Unlimited sub-users you control
  • Manage preparers under your license and earn off each return

Full Service Bureau Setup

  • Admin panel access
  • Fee control (set your own bank product fees)
  • Preparer-level permissions
  • Real-time tracking and performance analytics.

Exclusive Business Training Vault

  • 5-part “Service Bureau Boss” Blueprint (video modules)
  • Scripts, SOPs, and templates to train your team and close deals
  • Sales & marketing playbook to recruit preparers

1:1 Strategy Session

  • 60-minute private call with a tax industry strategist to map your launch
  • System, staffing, pricing, and scaling advice.

Priority Support Line

  • Direct access to our elite support team during onboarding and tax season
  • Response time: during business hours – under 4 hours guaranteed

Client + Team Onboarding Automation Tools

  • Custom email templates for onboarding your preparers
  • CRM setup guidance for client management

Team Access to Tax Academy

  • Includes 3 seats for your team (additional seats available)
  • Built-in training system to get your team production-ready

Why This Is More Than Software:

Because you’re not just buying a platform — You’re becoming the platform. 

This suite was. build for those who want to:

  • Resell tax software under their own brand
  • Recruit and train a team of tax pros
  • Earn override income per return
  • Establish market authority in their city or state.

This Isn’t for Everyone.

It’s for the ones ready to lead — not follow.

A La Carte Enhancements

Upgrade your tax business with precision-crafted tools and training — only pay for what you need, when you need it.

Tax Academy Access

Price: $____ (per seat or per office license)

Tiered online training for tax professionals at every level — from beginner to advanced tax strategist. 

Perfect for:

  • New hires needing foundational training
  • Experienced preparers wanting to sharpen or expand their skillset
  • Business owners aiming to create a self-sufficient, knowledgeable team

Includes:

Step-by-step video modules

  • Quizzes + assessments
  • Certificate of completion
  • Access to updated trainings each season

Custom CRM Buildouts

Price: Varies by scope

A fully tailored CRM system built around your business model, your team structure, and your client flow. This isn’t cookie-cutter — it’s strategic infrastructure that works while you sleep.

What we can build for you:

  • Smart intake forms with automation triggers
  • Client status pipelines (from inquiry to paid return)
  • Onboarding sequences for new clients or preparers
  • Funnels for retention, follow-up, or upselling
  • Workflow automations to reduce manual tasks

We handle the strategy, the buildout, and the optimization — so you can stay focused on growth.

Flexible and Convenient

The Benefits of Esteemed Tax Software

Esteemed Tax Software offers a cloud-based 1040 program that allows you to access it from anywhere. This provides the freedom to run your professional tax business on the go without any limitations. Enjoy the flexibility and convenience of managing your tax preparation services seamlessly, no matter where you are.

01
Community & Support

Around the clock support from our experts and a community that provides valuable networking

02
Expert Team Builders

Get expert mentorship on how to scale your business

03
Advanced Tax Preparation Software
Utilize our cutting-edge software to streamline your tax preparation process.
04
PArtnership

Benefit from our establish relationships to boost branding