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Get Paid Doing Taxes This Season — Then Build The Office.
Beginner-to-advanced video training, a branded certificate for you and every agent you hire, and the marketing vault that keeps your book full after April. One login. One-time payment.
One-time payment · Instant access · Upgrade to the Full Package inside
Most Tax Businesses Die In Their Second Season. Not From The Taxes.
Nobody teaches the business side. You learn the software, not the return. You train agents from scratch every hire. And from May to December the phone is quiet.
Nobody teaches the return
Software walks you through boxes. It doesn't teach filing status, dependents, due diligence or what an IRS letter means — and that's what gets you paid and keeps you out of trouble.
Training agents eats your season
Every new hire costs you weeks of re-teaching the same fundamentals — right when you should be closing clients. One login fixes that.
Quiet from May to December
Without year-round marketing, a tax office is a job you only have for 14 weeks. The vault gives you 300 posts, 100 stories, 50 emails and 100+ DM scripts so the phone keeps ringing.
From Your First 1040 To Schedule E — Three Tiers, One Login
Pre-recorded HD video lessons you can watch in a weekend and revisit all season. The same training our own agents go through.
Foundations
Included in the $47 Starter
- Overview of the tax system & types of taxes
- Tax authorities, responsibilities & Circular 230
- Filing status (parts 1 & 2) & qualifying dependents
- Due diligence
- Types of income · taxable vs. nontaxable · other income
- Standard vs. itemized · common deductions · tax credits
- Core tax forms
Starting The Business
Full Package
- Insights into starting a tax business
- Obtaining licenses & permits
- Tax implications for different business entities
- Business tax deductions & credits
- Filing requirements & deadlines
- Adjustments to income
Schedules & Scaling
Full Package
- Mindset, vision & goal setting
- Schedule A
- Schedules B & D
- Schedule E
- Customer avatar, market research & defining your niche
- Strategic planning & advanced marketing techniques
Start For $47. Or Get The Whole Business In A Box.
Tax Pro Starter Course
- Tier 1 Beginner course — every HD video lesson
- Tax Organizer Workbook (the intake tool your clients fill out)
- Alief Financial student portal login
- New students get a one-time upgrade offer to the Full Package right after checkout
Tax Business In A Box
- All three course tiers — Beginner, Intermediate, Advanced
- Certificate of completion for you and every agent, with your office name
- The Marketing Vault: 50+ ebooks, workbooks & guides you can rebrand and resell to clients
- 300 social posts · 100 stories · 30 reel scripts · 100 carousel scripts
- 50 email scripts · 100+ DM scripts · paid-ad templates
- Engagement letters, intake forms, pricing sheets, proposals & SOPs
- 17 AI prompt packs + step-by-step CRM & automation guide
- 8 business trainings incl. Tax Season Domination and Scaling Your Tax Empire
Four seasons ago my office did a few hundred returns. Today it's a multi-partner service bureau. The difference wasn't talent — it was trained agents, a real intake process, and marketing that ran year-round. This is that system, in a box.
What Clients Say About Working With Tanya
“It was truly a pleasure working with Tanya. She was incredibly informative, patient, and supportive throughout the entire process. She made everything easy to understand and ensured I felt confident every step of the way.”
— JassB“I have been knowing Tanya for a while and I definitely trust her. She has an excellent team at Alief Financial Service. They were with me every step of the way and made sure that all my needs were met.”
— Natasha C.“I have been coming to you guys the last 3 years now and you guys always go above and beyond. I am so thankful for all that you guys do!!”
— Sabrina A.Reviews from Alief Tax Center & Alief Financial clients.
Products You Can Put Your Name On And Sell
Every ebook, workbook and guide opens in Canva. Swap in your logo and colors, then hand them to clients or list them for sale. You keep the profit.
Everything You Need To Know Before You Start
Do I need any experience?
No. Tier 1 starts with how the tax system works and builds up to a complete individual return. If you can follow a video, you can follow this.
Is this an IRS certification?
No. You earn a certificate of completion from Alief Financial. Inside, we show you how to get your PTIN and, if you want it, how the IRS Annual Filing Season Program works. Nothing here replaces IRS requirements.
Can I use this to train my own preparers?
Yes — that's exactly what the Full Package is built for. One login, every agent you hire, and a certificate with your office name on it.
Can I really resell the vault products?
Yes. Rebrand any ebook, workbook or guide in Canva and sell it from your website or Etsy, or give them to clients as part of your service. The profit is yours.
What's the difference between the $47 course and the Full Package?
The $47 Starter is the Beginner tier plus the Tax Organizer Workbook. The Full Package adds the Intermediate and Advanced tiers, the certificate system, and the entire Marketing Vault. Your $47 is credited if you upgrade.
How fast do I get access?
Instantly after checkout. You'll receive your Alief Financial student portal login by email and text.
What's your refund policy?
The $47 Starter comes with a 7-day money-back guarantee. Because the Full Package includes downloadable, rebrandable files, it is non-refundable once vault access is granted. Full details are in our Refund Policy linked below.
Be Ready In A Weekend.
Start with the $47 course today. Train yourself, train your agents, and walk into January with a certificate on the wall and a marketing plan that runs all year.
START THE COURSE FOR $47One-time payment · Instant access · Upgrade to the Full Package inside