TaxBiz

What TaxBiz does

TaxBiz is a digital education platform that trains individuals to start and operate home-based tax preparation businesses in the United States. The company delivers a single comprehensive course covering tax form preparation (Forms 1065, 1120, 1120S, 1040 and schedules), marketing, client acquisition, and business operations, structured around a proprietary framework called the W.I.S.E. Method. The platform is delivered as a self-paced online membership site, supplemented by a free workshop hosted by founder Ben Robinson that functions as the primary lead generation channel. The company holds IRS-certified Continuing Education provider status, enabling it to issue AFTR and FTLU credentials to graduates, and awards verifiable digital certificates through a partnership with Acclaim.

The underlying technology is a standard online course platform with membership site delivery, processed through Keap (formerly Infusionsoft) for payments, with no proprietary software stack, mobile app, or AI/ML components disclosed. The product surface is narrow: one core course plus ancillary benefits including a TaxPreparers.com directory listing, one year of QuickBooks Online access, LinkedIn training, and a members-only community. Geographic scope is restricted to US-based clients, and the company's customer segments include aspiring tax business owners (primary), existing bookkeepers and accountants adding tax services, and individuals seeking flexible or supplemental income.

Revenue is generated through a two-part model: a one-time enrollment fee of $2,995 (or 12 monthly installments of $295) followed by an ongoing $49/month membership subscription that maintains access to course content, community, directory listing, and the completion certificate. A 30-day full refund window applies, after which membership cancellation forfeits access. The company operates as TaxBiz by Bookkeepers.com, LLC, registered in Georgia with offices in Houston, TX and Suwanee, GA, and discloses no external funding, headcount, or enrollment figures.

Name

TaxBiz

Legal name

TaxBiz by Bookkeepers.com, LLC

Website

https://taxbiz.com

Company type

Private

Operating status

Operating

Short description

TaxBiz is a private US-based digital education platform under Bookkeepers.com, LLC that trains individuals to start and run home-based tax preparation businesses through a self-paced online course built around the proprietary W.I.S.E. Method. The program sells for $2,995 plus $49/month and serves aspiring tax business owners, bookkeepers, and individuals seeking flexible supplemental income.

Ownership category

akta.pro rank

Product category

Tax Business Education and Training

NAICS

Business Schools and Computer and Management Training (6114), Exam Preparation and Tutoring (611691)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Accounting, Bookkeeping & Tax Basics (EDAMAHAF)

akta.pro secondary industry

Taxation (Corporate, Indirect, International) (EDABAJAD)

Keywords

• Tax preparation training
• Digital tax education
• Online tax courses
• Tax business coaching
• IRS continuing education

Headquarters

HQ city

Suwanee

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. TaxBiz Course Enrollment: One-time enrollment fee for the comprehensive TaxBiz course covering tax preparation skills, marketing, and business operations. Includes full course access, resource library, community membership, and bonuses. Enrollment can be paid as a single lump sum or spread across 12 monthly installments.
2. Monthly Membership: Ongoing monthly subscription ($49/month) following initial enrollment. Provides continued access to the course, community, bonuses, and the Tax Preparers directory listing. Membership must remain active to maintain access and certificate.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

TaxBiz provides a membership-based training program that teaches individuals how to start, grow, and scale a 100% digital tax preparation business. The curriculum covers tax form preparation (Forms 1065, 1120, 1120S, 1040 and schedules), marketing and client acquisition, and business operations, supported by an exclusive member community, IRS-certified continuing education, and a TaxPreparers.com directory listing for lead generation.

Product overview

TaxBiz is a single, unified training program (the TaxBiz Course) designed to help individuals build a 100% digital tax preparation business from scratch. The core product is the TaxBiz Course, which is a membership-based program. It includes comprehensive tax form training (Forms 1065, 1120, 1120S, 1040), marketing lessons, and business development guidance. Beyond the core course, TaxBiz offers an entry-level Free Workshop as a lead magnet, IRS-certified Continuing Education programs (AFTR and FTLU), a Tax Preparer's Directory Listing for lead generation, and a TaxBiz Certificate of Completion awarded upon finishing the program. The membership model provides ongoing access to community, support resources, and benefits including QuickBooks Online access and LinkedIn training. Pricing is structured as a one-time enrollment fee of $2,995 (or 12 installments at $295) plus a $49/month membership fee.

Differentiator

Problem solved

Functional benefit

Products and services

• TaxBiz Course A comprehensive, membership-based training program that teaches individuals how to start, grow, and scale a 100% digital tax preparation business. Covers tax form preparation (Forms 1065, 1120, 1120S, 1040 and schedules), marketing and client acquisition, and business operations through step-by-step lessons, plus access to a resource library and community.
• Free Workshop A complimentary online workshop hosted by founder Ben Robinson that introduces the fundamentals of starting a digital tax preparation business. It functions as the company's primary lead magnet and entry point into the TaxBiz ecosystem.
• TaxBiz Membership An ongoing monthly subscription at $49/month that maintains the member's access to the TaxBiz course, exclusive tax preparer community, resource library, TaxPreparers.com directory listing, QuickBooks Online access, LinkedIn Success training, and certificate status.
• IRS Continuing Education (AFTR / FTLU) IRS-certified Continuing Education courses including the Annual Filing Season Tax Preparer (AFTR) program for new tax preparers and the Federal Tax Law Update (FTLU) course for already-credentialed preparers, supporting IRS registration and education requirements.
• Tax Preparer's Directory Listing A profile listing on the TaxPreparers.com directory that provides lead generation and marketing visibility for TaxBiz members, with the TaxBiz team marketing the directory to bring prospective tax clients to listed preparers.
• TaxBiz Certificate of Completion An electronic certificate and digital badge awarded upon completion of the TaxBiz program, verified through the Acclaim platform and displayable on websites and social media to demonstrate tax business competency.

Quantifiable outcome

• Earn more money in 4 months than most people make all year (as stated in marketing)
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• TaxPreparers.comcoreGTM or Marketing PartnerTaxBiz members receive a one-year listing on the TaxPreparers.com directory. This directory functions as a lead generation source, with the TaxBiz team driving marketing to bring prospects to listed members.
• IRScoreStrategic or Co-development PartnerTaxBiz is a certified CE (Continuing Education) provider through the IRS. The company offers the AFTR program for becoming a registered tax preparer and FTLU course for credentialed tax preparers. Additional CE courses help meet IRS registration and education requirements.
• Better Business BureauminorOthersBookkeepers.com, LLC (parent company of TaxBiz) maintains a BBB profile in Suwanee, GA. The company references this for prospective customers to verify legitimacy and read reviews.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Liberty Tax Service: Liberty Tax operates franchised retail tax-prep offices and historically recruited seasonal preparers. Its franchisee training is a comparable incumbent pathway to becoming a tax preparer, even if course delivery differs from TaxBiz's self-paced model.
• H&R Block (Income Tax Course / Tax Academy): H&R Block offers the long-running Income Tax Course that trains individuals to become tax preparers, serving the same aspiring-taxpreneur audience as TaxBiz. It is a much larger incumbent with a national brand and a brick-and-mortar footprint that TaxBiz lacks.
• Jackson Hewitt Tax Service: Jackson Hewitt is a national retail tax-prep chain that also runs seasonal preparer recruitment/training programs. While primarily a preparation business rather than an education brand, its training initiatives target the same aspiring-preparer segment TaxBiz serves.
• Intuit Tax School (ProSeries / Lacerte training): Intuit's tax software brands (ProSeries, Lacerte) offer certification and training programs for tax professionals preparing returns on Intuit platforms. They overlap with TaxBiz on training professional preparers but come bundled with the dominant professional tax software.

Emerging players

• TaxDome: TaxDome is a practice-management platform for accounting and tax firms that includes client portals, workflow automation, and increasingly educational content for preparers. It is adjacent rather than direct, but increasingly competes for the same small-firm tax professional's wallet.

Direct peers

• Income Tax School (schooloftax.biz): Income Tax School offers IRS-approved continuing education and tax-preparation courses aimed at new and experienced preparers. Its curriculum and online delivery model closely mirror TaxBiz's CE-led value proposition.
• National Tax Training School: National Tax Training School provides online tax-preparation and continuing-education courses for individuals pursuing tax careers. It is one of the longer-running IRS-approved providers competing in the same online, self-paced niche as TaxBiz.
• Universal Accounting School: Universal Accounting School sells online courses that teach students how to start bookkeeping, accounting, and tax preparation businesses — almost identical course, audience, and business model to TaxBiz. They are one of the closest direct competitors in the "learn to run a home-based tax/bookkeeping business" niche.
• Surgent Tax School: Surgent (formerly Surgent Income Tax School) is an IRS-approved CE provider offering tax-prep and CE courses for new and credentialed preparers. It competes for the same IRS CE-credit dollars and targets the same working/upskilling tax-professional audience.

Others

• Bookkeepers.com: Bookkeepers.com, LLC is the parent entity that operates TaxBiz and runs an adjacent course teaching individuals how to start home-based bookkeeping businesses. The two brands share infrastructure, customer segments, and the W.I.S.E./training methodology tradition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TaxBiz