About Us!

At SunTax Pro, We Don’t Just Build Tax Businesses—We Build Tax Leaders.

At SunTax Pro, we’re proud to be recognized as a trusted name in the tax industry—where innovation meets education, and education meets opportunity.

Our mission is simple yet powerful: to empower tax professionals and entrepreneurs with the tools, training, and ongoing support they need to thrive in an ever-changing financial landscape. Whether you’re just getting started in the tax world or you’re looking to scale your business to new heights, we provide the foundation, systems, and mentorship that help you succeed.

We understand that the tax industry isn’t just about numbers—it’s about people, potential, and possibility. Every client you serve, every return you file, and every new skill you learn shapes not just your business, but your impact on the community you serve. That’s why everything we do at SunTax Pro is built on our three guiding pillars:

Training, Software, and Support.

The SunTax Advantage: More Than Just Software

While our technology is among the best in the industry, our true strength lies in what comes with it. SunTax Pro isn’t just software—it’s a complete success system.

Our tax platform is designed to make your work easier, faster, and more reliable. From e-filing to compliance, we’ve built tools that streamline your workflow and eliminate the stress of manual errors. You can confidently file returns, manage clients, and process refunds—all within a secure, efficient system that’s trusted nationwide.

But that’s just the beginning. Because at SunTax Pro, we believe that software is only as powerful as the person using it. That’s why we’ve created a suite of programs that support every stage of your professional journey.

Our Signature Programs

1. PTIN Program – The First Step to Becoming a Tax Pro

Every great tax career starts with the basics: the Preparer Tax Identification Number (PTIN).
Our PTIN Program is designed to walk you through the entire process—from registration to renewal—making sure you understand every step and stay compliant with IRS guidelines. You’ll learn not just how to get your PTIN, but how to leverage it to begin earning as a professional preparer.

We don’t just teach forms—we teach freedom. With the right guidance, you’ll turn your certification into a stepping stone toward a sustainable, profitable tax career.

2. ERO Program – Build Your Own Tax Business

Once you’re ready to expand, our Electronic Return Originator (ERO) Program gives you the tools to become your own boss.
As an ERO, you’ll be authorized to e-file returns directly with the IRS—opening the door to independence and business ownership.

We guide you through every detail: from your IRS EFIN application and compliance requirements, to banking partnerships, refund transfers, and client management. You’ll receive hands-on training, operational checklists, and mentorship from experienced professionals who’ve built successful ERO offices from the ground up.

This program is about empowerment—helping you transition from being a tax preparer to running a full-fledged tax enterprise.

3. Service Bureau Program – Scale Your Brand, Multiply Your Income

For those ready to expand beyond a single office, the SunTax Pro Service Bureau Program is your gateway to scaling.

This program lets you resell tax software and manage multiple EROs under your umbrella—creating a new stream of revenue while helping others start their own tax businesses. You’ll learn how to set pricing, recruit partners, provide tech support, and build your brand as a leader in the tax industry.

In short, you’re no longer just preparing returns—you’re building a network. This is where leadership meets legacy.

4. Affiliate Program – Earn While You Share

Our Affiliate Program is perfect for those who love what we do and want to share it with others.
As a SunTax Pro affiliate, you can earn generous commissions up to 50% for every program you promote. Plus, you’ll get exclusive 30% off coupons to share with your friends, family, and clients for our SunTax Academy training.

It’s simple: spread the word, inspire others, and get rewarded for it.
You’ll have access to marketing materials, affiliate dashboards, and ongoing guidance to help you succeed. It’s a partnership built on trust, transparency, and opportunity.

5. SunTax Academy – Master the Skills That Drive Success

Knowledge is the backbone of every thriving business. That’s why we created SunTax Academy, our professional education hub designed to keep you informed, sharp, and confident.

Through our Academy, you’ll access on-demand courses, live workshops, and certification training that cover everything from basic tax preparation to advanced strategies in compliance, audit protection, and business growth.

We train you not just to file returns—but to build wealth, leadership, and credibility. Whether you’re a first-time preparer or a seasoned pro, SunTax Academy helps you stay current with IRS updates and industry changes, while mastering the mindset of a true tax professional.

Our Philosophy: Training, Software, & Support

At SunTax Pro, we believe that success doesn’t happen by accident—it happens through education, execution, and encouragement.
That’s why our model centers around our three key pillars:

Training: We don’t just teach you how to use software—we teach you how to build a business. From compliance and client service to marketing and growth strategies, we equip you with knowledge that translates into profit.

Software: Our platform is designed by tax professionals, for tax professionals. It’s fast, reliable, and intuitive—helping you maximize efficiency and minimize headaches during tax season.

Support: We stand behind you every step of the way. Our support team offers live screen-share assistance, 1-on-1 coaching calls, and ongoing mentorship. We make sure you never feel like you’re doing it alone.

A Vision That Extends Beyond Taxes

At its core, SunTax Pro isn’t just about software or tax returns—it’s about empowerment.
We believe in creating opportunities for individuals to transform their knowledge into income, and their passion into purpose.

Our leaders have helped thousands of students, EROs, and service bureaus build businesses that provide financial independence and community impact. When we see our students turn into trusted professionals—mentoring others, hiring staff, and changing lives—we know our mission is working.

Every success story fuels our commitment to innovation, mentorship, and excellence.
Because at SunTax Pro, your growth is our purpose.

Connect With Us

If you have questions about our software, training, or any of our programs—we’d love to hear from you.
Our team is ready to help you take the next step in your journey as a tax professional or business owner.

📞 Call us today or 📧 email us to learn more about how we can help you succeed.

At SunTax Pro, we don’t just provide software—we provide opportunity, growth, and a pathway to lasting success.

930-222-1040

[email protected]