Business Foundation
Office model • Goals • Launch plan
Leave with a clear business roadmap.
TAX OFFICE MENTORSHIP
TAAX TAX OFFICE MENTORSHIP
Build a profitable tax office—with a mentor beside you.
A practical, step-by-step mentorship program combining live guidance, office systems, tax software and accountability. Live guidance, proven office systems, tax software and accountability in one program.
- 1-on-1 mentorship
- Live office training and Q&A
- EFIN and bank-product guidance
- Marketing, pricing and growth systems Marketing and growth systems
A COMPLETE TAX-OFFICE BUILDING SYSTEM
Six pillars. One stronger tax office.
Every module ends with a practical deliverable you can put to work in your office.
EFIN + Compliance
EFIN steps • Security • Due diligence
Build on a compliant foundation.
Software + Workflow
Intake • Documents • Billing • E-file
Run every return through one system.
Bank Products
Enrollment • Advances • Disbursement
Offer flexible products confidently.
Marketing + Clients
Pricing • Visibility • Referrals • Leads
Create a repeatable client pipeline.
Team + Scale
Training • Quality • Performance
Prepare your office to grow beyond you.
GUIDANCE THAT MOVES WITH YOUR OFFICE
A clear path from questions to execution.
Each phase gives you a specific action plan, a working deliverable and direct mentor feedback.
Understand where you are
Your deliverableOffice audit + priority plan
Install the right systems
Your deliverableConfigured workflow + pricing
Put the plan into action
Your deliverableMarketing + client launch
Review, solve and scale
Your deliverablePerformance review + next steps
YOUR SUPPORT RHYTHM
Plan → Implement → Meet with your mentor → Adjust → Keep moving
MENTORSHIP LED BY EXPERIENCE
20+
Years experience
1:1
Direct guidance
90
Day roadmap
Learn with Ron Williams.
A tax-office mentor and technology founder with more than 20 years of financial-services experience.
This program is designed to shorten the learning curve. You receive direct guidance on the decisions that matter—from setting up your office and choosing products to building systems, attracting clients and leading a team.
ONE PROGRAM. ONE CONNECTED PLATFORM.
MENTORSHIP
1-on-1 mentorship + live training
SOFTWARE
Professional personal and business e-filing
OFFICE MODEL
Use your EFIN or choose an 80/20 split
BANK PRODUCTS
Refund advances and disbursement options
WORKSPACE
Client portal, CRM and appointments
SUPPORT
Guided onboarding and a dedicated representative
Everything you need to build—and run—the office.
Mentorship is not a separate course. It works alongside the software, services and support included in Tax Office Plus.
PROGRAM QUESTIONS
Know what to expect before you begin.
No. The program can support new office owners as well as professionals improving an existing practice.
No. EFIN planning and available office-model options are part of the mentorship roadmap.
Yes. Tax Office Plus includes direct mentorship along with live training and implementation support.
You keep the TAAX Pro platform and continue applying the systems, training and support available with your plan.
Build your tax office with tools, training and a mentor.
Choose Tax Office Plus and start moving from uncertainty to a repeatable office system.
START YOUR TAX OFFICE →Try it for Free • Pay nothing today