2027 tax season is now booking — file now and get on the calendar before January.

For Tax Preparers · Now Recruiting

Are you a
solo tax preparer?

Join the MBA Network

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.

01

E-File Provider

File under the MBA network with professional software and bank products.

02

Compliance Training

Due diligence, data security (WISP), and bank product rules — before opening day.

03

Software Training

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.

My Business Alternatives, Est. 2018

MBA Tax Software

Houston, TX & Nationwide

join.mybusinessalternatives.com

For Business Owners & Tax Professionals

Build Lean. Run Compliant. Grow Smart.

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.

1
System for your whole office: the Automation Advantage
$14
Per month for Google Workspace Business Standard
48hrs
Average setup time for your full system
100%
Done for you — no tech skills needed

How It Works

From intake to fully operational

MBA handles the setup. You focus on your clients.

01
Discovery Call
We learn how you work, what you need, and where the gaps are. No upselling tools you don’t need.
02
Custom Tool Stack
MBA recommends only the lowest-cost, highest-impact tools for your specific business type and volume.
03
Done-For-You Setup
We build it all — email, intake forms, automations, signatures. You don’t touch a single setting.
04
Walkthrough & Handoff
A live 30-minute session so you know exactly how to use your new system — and who to call when you need more.

Find Your Package

Built for where you are right now

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

  • Business email with branded domain
  • Branded email signature
  • Discovery call and custom setup plan
  • Built to pair with the Automation Advantage, our automated CRM
  • 30-min walkthrough
Get Started

Established Practice

For preparers who’ve been operating and are ready to run their office on one system

Custom

Quoted after discovery call

  • Audit & cleanup of existing tools
  • Migration onto the Automation Advantage
  • Preparer onboarding and team training
  • Compliance review of digital processes
Inquire

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

  • Business email with branded domain
  • Client or lead tracking system
  • Inquiry or intake form
  • 2 automations: confirmation + follow-up
  • Branded email signature
  • 30-min walkthrough
Get Started

Full Infrastructure

For businesses that need a complete operational backbone built from scratch

Custom

Quoted after discovery call

  • Website or landing page
  • Full CRM + pipeline setup
  • Advanced automation workflows
  • Invoicing & billing system
  • Ongoing monthly support available
Inquire

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

  • Monthly CRM cleanup & organization
  • Add or update automations as needed
  • Form updates and intake revisions
  • Email or chat support
Get Started

Full Virtual Admin

MBA acts as your back-office — so you only focus on serving clients

Custom

Quoted based on scope

  • Everything in Operations Support
  • Proposal & document preparation
  • Invoicing & follow-up management
  • Social content scheduling
  • Dedicated availability window
Inquire

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.

Zoho Mail
Professional business email
Free
HubSpot CRM
Client tracking & pipeline
Free
JotForm
Intake forms & e-signatures
Free tier
TidyCal
Client self-scheduling
$29 lifetime
Zapier
Automations & workflows
Free tier
Google Workspace
Standard $14 · Plus $22 / user
$14–$22
Canva Free
Branded graphics & content
Free
My Business Alternatives
My Business Alternatives
Business setup & systems expert
Set up for you
File Now