For Tax Preparers · Now Recruiting
Stop running tax season alone. Join a team that’s been building since 2018 — with the e-file access, compliance training, and software training you need to file with confidence. Houston, TX & nationwide.
File under the MBA network with professional software and bank products.
Due diligence, data security (WISP), and bank product rules — before opening day.
Hands-on setup and walkthroughs so you’re fast and accurate when season opens.
Requirements: active PTIN, ID verification, and completion of our free compliance training.
For Business Owners & Tax Professionals
Whether you’re launching your first business or your first solo tax practice, MBA helps you find the lowest-cost tools that actually work — set up correctly from day one.
The MBA Approach
“You don’t need expensive software to run a professional, compliant business. You need the right tools, set up the right way.”
As a tax professional myself, I know exactly what it costs to look professional, stay organized, and remain compliant — and it’s not as much as most people think. MBA’s business setup services are built around free and low-cost tools that I use and trust. We skip the bloat and build what actually moves your business forward.
How It Works
MBA handles the setup. You focus on your clients.
Find Your Package
Going independent as a tax preparer is a big move. You already know the IRS rules — now let’s build the business infrastructure behind your practice so your clients see you as the professional you are from day one. Your office system itself is the Automation Advantage, our automated CRM; these packages get your brand and business basics ready to run on it.
First Season Starter
Everything a solo preparer needs to look established and stay organized
$199
One-time setup
Pro Practice Bundle
Starter setup plus booking, payments, and social launch
$306
One-time setup (saves $30)
Established Practice
For preparers who’ve been operating and are ready to run their office on one system
Custom
Quoted after discovery call
Your CRM, intake, portals, and automations live in one place: the Automation Advantage. Run the free demo and watch a test client move through the whole system.
Starting a business doesn’t have to mean spending thousands on tools you’ll outgrow. MBA builds lean, professional systems for new business owners in any industry — the same way we’d set up our own.
Business Launchpad
Your foundation — everything you need to open your doors professionally
$199
One-time setup
Growth Starter Bundle
Full launchpad plus booking, payments, and a social presence to attract clients
$306
One-time setup (saves $30)
Full Infrastructure
For businesses that need a complete operational backbone built from scratch
Custom
Quoted after discovery call
One-time setup gets you started. Monthly support keeps you running efficiently as your business grows. MBA offers ongoing maintenance so your systems stay clean, current, and working for you — not against you.
CRM Maintenance
Keep your client pipeline clean and your automations running
$49
Per month
Business Operations Support
Ongoing admin, system management, and operational backup
$149
Per month
Full Virtual Admin
MBA acts as your back-office — so you only focus on serving clients
Custom
Quoted based on scope
What it actually costs to run a professional business
These are the exact tools MBA recommends and uses. Most are free — a few have low monthly costs depending on the plan you choose. You don’t need a $500/month all-in-one platform — you need the right tools, set up correctly.