Learn it · Launch it · Live it
Longevity over Temporary. Build your tax business the right way.
One place for everything a tax business needs — whether you're here to get your own return filed, learn the work, or run a practice of your own. Pick your door. The same team is behind all three.
Tax Lab Academy
Learn to prepare returns and run a practice properly, taught by preparers who still file every season.
- Return preparation, start to finish
- PTIN and EFIN guidance
- Pricing, compliance, and client handling
Software packages
Tax software, CRM, and bank products in five levels — so you only pay for the stage you're actually at.
- Federal and all 50 states, cloud based
- Bank products and e-signature
- Your own EFIN by Level 04
File my taxes
Send your documents securely and a real preparer takes it from there. Individuals and businesses, year round.
- Secure document upload
- Individual and business returns
- Track your return status
Not sure which door? Tell us where you are.
Pick one above and we'll point you at the right door — and the level that fits.
Compare packages →Software packages Draft — details pending
Five levels. Move up when the practice does.
Each level builds on the one before it. You start where you are and step up when your season says it's time — same login, same client data, no rebuilding.
Runs alongside any level
Filing returns is one job. Filling the chair is another.
CRM & automation
Your client pipeline, intake forms, reminders, and follow-up — built once, running all season.
- Client intake and document requests
- Appointment booking and reminders
- Automated follow-up by return stage
- Two-way text and email in one inbox
Ad management
We run the campaigns that bring taxpayers to your door and route every lead into your pipeline.
- Season campaign build and creative
- Local targeting for your service area
- Leads delivered straight to your CRM
- Monthly performance review
$200 one-time setup covers your account build, pipeline, forms, and calendar before your first lead arrives.
Inside the lab
Learn it. Launch it. Live it.
Building bosses. Creating legacies.
Becoming a partner
Four steps, and you're working.
Apply
Tell us your position — preparer, ERO, or service bureau — and where you're starting from.
Review
We check eligibility and credentials, then reach out with the level that fits.
Onboard
Sign your partner agreement and we build your account, pipeline, and calendar for you.
Open your doors
Your dashboard unlocks with training, templates, and support for the whole season.
Who's behind it
"I built the practice first. Everything we teach here is what I actually do every season."
Aundrea Wilson runs Thee Tax Lab as a working practice, not a case study. The Academy curriculum, the software levels, and the support desk all come out of the same office that files returns for real clients — which is why partners get answers from people who've handled the situation before.
Before you apply
Common questions.
Not for Level 01 — the Academy walks you through getting one. Every level above that requires an active PTIN in your name.
The Academy teaches you how to prepare returns and run a practice. The software packages are the tools you use to do it. Most partners start with the Academy and add a package before their first season.
Only while you're getting established. Level 04 puts you on your own EFIN with your own login and your own bank product agreements. The whole ladder is built to get you there, not to keep you underneath us.
No. The $200 setup is one time, at the start of your partnership. After that you're on your monthly package only.
Season starts sooner than you think
Built to last a career, not a season.
Applications are reviewed year round. The earlier you're onboarded, the more of the season you get to work — and the sooner you're building something that holds.