Professional tax software
Get access to the software used to prepare and manage your tax work as you learn the filing process.
The 90-Day Run
You have the
ambition.
Now build
the business.
Become a Maxx Out Money Maker.
Weekly tax + marketing training. Branded marketing. Automated systems. Private community.
Join the Money MakersTrain now. Run with us this tax season.
MOVE YOUR POTENTIAL TO THE MAXX
Maxx Out Tax is for new and experienced tax pros who want trainings, softwares, systems, and the strategy to learn how to eat forever. Be ready to use all four to build real production.
MOVE YOUR POTENTIAL TO THE MAXX
Maxx Out Tax is for new and experienced tax pros who want trainings, softwares, systems, and the strategy to learn how to eat forever. Be ready to use all four to build real production.
SOFTWARE•
TRAININGS•
SYSTEMS•
STRATEGY•
COMMUNITY•
TEAM LEAD PATH•
WHERE DO YOU FIT?
Different Starting Points.
Same Opportunity to Build.
You do not have to start at the same level. You do have to be ready to move from wherever you are.
NEW
Learn the Foundation
You want a legitimate entry into tax preparation with training, structure and support while you build your first client base.
EXPERIENCED
Increase Your Production
You know how to prepare returns. Now you want better systems, stronger marketing and more intention around growing your book.
BUILDER
Build Beyond Your Desk
You are ready to think about leadership, team growth, client acquisition and income beyond the returns you personally prepare.
Wanting more isn’t the problem
You’re tired of saying
“I need another income stream.”
You need a way to start building one.
You’ve saved the posts. Watched people make their moves. Thought, “I could do that”—then got stuck on what to learn, where to start, and how to find your first clients.
Another idea won’t answer those questions. A skill, a process, and somewhere to get guidance can. That’s what we’re building with the Maxx Out Money Makers.
Learn tax preparation. Get trained on marketing. Build your contact list. Start putting your ambition into something you can actually work on.
“I don’t know enough yet.”
Start with training that helps you understand the tax work, the process, and the standards behind serving clients.
“Who would even book me?”
Learn how to market yourself, get visible, build your contact list, and follow up with people who may need your services.
“I don’t want to figure it all out alone.”
Get connected to training, branded resources, systems, and a private community while you develop your business.
The 90-Day Run
Three months.
One mission.
Put your ambition on the board.
Work toward 90 clients and a $45K gross-production goal during tax season—with training, marketing, systems, and the Money Makers behind your preparation.
Get visible. Build your contact list. Follow up. Bring careful tax work to the people you serve. That’s how you put a plan behind the numbers.
Put me in the runMonths
Clients
Campaign goals—not actual results.
Animated campaign illustration—not a live results tracker. The $45K example uses 90 clients at a hypothetical $500 average preparation fee. Goals are not typical or guaranteed results. Gross fees are before commission splits and expenses, not personal take-home pay. Actual results vary.
The support behind your next move
Bring your ambition.
We’ll help you put a process behind it.
Learning the skill is one part. Showing up, attracting clients, and managing the work matter too. Your enrollment connects you to support for each part of the process.
Weekly tax + marketing training
Develop your tax knowledge while learning how to get visible, build your contact list, and market your services.
Branded marketing materials
Show up with branded resources that support a polished, consistent presence as you promote your business.
Automated systems
Use systems that support client intake, communication, and follow-up so your process has more structure.
A private inner community
Stay connected to a space where you can ask questions, exchange ideas, and learn alongside other Money Makers.
Guidance behind the work
Build your understanding of documentation, professional standards, and the responsibilities of serving tax clients.
Tax Prep Is the Skill.
The Business Is the Opportunity.
Learning how to prepare a return gets you in the door. Knowing how to attract clients, serve them well, operate cleanly and eventually lead other people is what turns the skill into something you can keep building.
01 — PREPARE
Prepare Returns
Learn the tax work, client process and professional standards that let you serve people with confidence.
02 — PRODUCE
Build Clientele
Learn how to market, follow up and turn relationships into paying clients who can return year after year.
03 — OPERATE
Build Systems
Create cleaner workflows and repeatable processes so growth does not automatically create chaos.
04 — EXPAND
Lead & Expand
Grow beyond your own return volume by recruiting, leading and creating production through other people too.
A REAL TAX-SEASON TARGET
$25K+
in your first 3–4 month tax season.
That is the kind of target worth building toward when you prepare before the rush, market consistently, follow up, serve clients well and actually use the systems around you.
$25K+ is a production target, not a guaranteed result. Earnings vary based on pricing, client volume, effort, experience, market conditions and other factors.
Production
Think in Clients, Not Hours.
Your book of business drives your production. More relationships and stronger follow-up create more opportunity.
Timing
Tax Season Is Compressed.
January through April gives you a short runway to make a serious income push when you are prepared before the rush.
Compounding
Repeat Business Adds Up.
One good client can become a returning client, a referral source and part of a stronger book year after year.
Execution
You Still Have to Work It.
The tools create leverage, but they do not replace marketing, follow-up, learning and consistent execution.
WHAT MAXX OUT GIVES YOU
Four Things That Help You Move Faster.
This is the infrastructure behind the opportunity—not just a list of features.
01 — SOFTWARE
Professional Tax Software
So you can prepare and file professionally without sourcing your own platform first.
02 — TRAININGS
Learn the Work
So you can build confidence in tax preparation, operations, due diligence, compliance and client handling.
03 — SYSTEMS
Operate Cleaner
So you can use workflows, scripts and resources instead of making every process up from scratch.
04 — STRATEGY
Grow the Book
So you understand marketing, follow-up, relationships and client acquisition—not just tax forms.
WHY NOT JUST DO THIS ALONE?
You Can Figure It Out Yourself.
But Why Pay for Every Lesson Twice?
DOING IT ALONE
You Build Every Piece Yourself.
Source your own software
Find your own training
Figure out compliance
Create your own workflows
Learn marketing by trial and error
Troubleshoot without a community
Plug Into What’s Already Built.
Professional tax software
Tax + operations training
Compliance resources
Systems + scripts
Marketing + client strategy
Live community + support
A starting point with room to grow
Start with tax season.
Keep developing what comes next.
The 90-Day Run gives you a mission for tax season. The bigger opportunity is developing skills you can keep building on—during the run and beyond it.
Now through mid-January
Build your foundation.
Learn the tax preparation process. Start developing your marketing skills. Build your contact list and prepare your systems before the season gets moving.
The 90-Day Run · Tax season
Put your preparation to work.
Get visible. Follow up. Serve your clients. Track your activity and work toward the campaign goals with a process behind your effort.
Beyond the run
Your growth doesn’t have to be seasonal.
Explore additional skills that can support year-round services. Strengthen what you already do—or discuss the next level when your experience, capacity, and goals say you’re ready.
Build at a pace you can sustain. Develop the skill, apply it well, and build from there. Additional training, services, or advancement opportunities may have separate requirements and fees. Discuss available options with the team as you grow.
Become a Team Lead.
If you can recruit, influence and help other tax pros move, your earning opportunity does not have to stop with the returns you prepare yourself.
JOIN THE TEAM FIRSTRECRUIT. LEAD. EARN MORE.
Build production through people too.
We want ambitious tax pros who can grow into leadership—not just individual producers. Team Leads can recruit preparers, support production and create an additional income lane tied to the team they help build.
Recruit Your Own People
Bring motivated preparers into the environment.
Earn Beyond Your Returns
Create another income lane through team production.
Practice Leadership
Support people and drive execution.
Build Something Duplicatable
Grow past being the only revenue producer.
WHAT BUILDING WITH US LOOKS LIKE
Real Team. Real Training.
Real Business Building.
Use this section for your real screenshots, wins and testimonials so people can see the environment before they buy into it.
Not just names under a logo.
The goal is stronger preparers, stronger producers and people learning how to build.
ADD TRAINING SCREENSHOT
ADD COMMUNITY SCREENSHOT
ADD REAL TESTIMONIAL
Use a specific result: client growth, confidence, production, marketing, or leadership.
ADD TEAM / PRODUCTION WIN
This can be a client-count milestone, team growth story or behind-the-scenes proof.
This Opportunity Is Not for Everybody.
The right person should feel more sold after reading this. The wrong person should remove themselves.
Join If You’re Ready To:
✓ Learn fast and keep improving.
✓ Market yourself before you need clients.
✓ Follow up, build relationships and stay visible.
✓ Take coaching and actually apply it.
✓ Think like a business owner while still learning.
Skip It If You Want:
• Guaranteed clients just because you joined.
• A clock-in situation with guaranteed hourly income.
• Someone else to do your marketing for you.
• Training you never plan to implement.
• A quick-money play with no responsibility attached.
THE MAXX OUT TEAM ENROLLMENT
Everything You Need to Get Moving.
By this point, the $99 should feel like the smallest part of the decision.
includes the team application
Get Plugged In. Start Building.
You’re paying for access to the environment built to help you prepare, produce and grow with more structure around you.
Professional tax software
Tax preparation training
Office operations guidance
Compliance training
Marketing strategy
Client acquisition education
Systems + scripts
Live community access
Team support + resources
Team Lead growth path
No fake “$8,742 value” math. The real value is getting the software, training, systems and strategy together instead of buying and figuring them out separately.
Your next move has a starting point
You’ve thought about it.
Now give yourself a way to start.
Three steps to get connected, get prepared, and begin building with the Maxx Out Money Makers.
Apply.
Submit your information and review the opportunity, responsibilities, and enrollment terms.
Onboard.
Complete your onboarding requirements and get connected to the resources, systems, and community.
Start training.
Begin developing your tax and marketing skills while preparing your contact list and client process.
WHAT HAPPENS AFTER YOU JOIN
Four Steps.
Then We Get to Work.
01
01
Purchase
Enroll for $99
Purchase your Team Enrollment and complete the included application so we know where you are starting and what you want to build.
02
02
Agreement
Sign Your Agreement
Review compensation, team standards and contractor expectations so the relationship is clear before you begin.
03
03
Onboard
Get Plugged In
Get access to your software, trainings, systems, resources and the community built to support your production.
04
04
Build
Build Your Book
Market, serve clients, grow your production and position yourself for bigger opportunities inside the Maxx Out ecosystem.
FAQ
Before You Enroll.
Is this an employee position?
No. This is an independent contractor opportunity.
Do I need tax experience?
No. New and experienced tax professionals can both have a lane here if they are willing to learn and meet team standards.
Will clients be handed to me?
No guaranteed client volume is promised. Maxx Out provides training, systems, marketing strategy and support, but you are expected to actively build relationships and clientele too.
Do I need my own PTIN?
If you are preparing federal returns for compensation, you will need to meet the applicable IRS preparer requirements, including having a valid PTIN.
Can I really make $25K+ in tax season?
$25K+ is a production target, not a guarantee. Actual earnings vary based on pricing, client volume, effort, experience, market conditions and other factors.
How does the Team Lead opportunity work?
Tax pros who show leadership ability and are willing to recruit can grow into a Team Lead lane where additional earning opportunities may be tied to team production. Specific compensation terms are provided separately.
Can I build my own clientele?
Yes. In fact, building relationships and clientele is a core part of the opportunity.
Don’t Just Work Another Tax Season.
Build Something From It.
Learn the skill. Build the clientele. Master the business. And when you’re ready, help somebody else do the same.
Before you make your move
Get excited.
Get clear on the details.
Can I join if I’m new to taxes?
Yes. Training is part of the opportunity. You’ll need to participate, practice, and meet the applicable preparation, compliance, and onboarding requirements before serving clients.
Is this an employee position?
No. This is an independent contractor opportunity. You’re responsible for building your client book and carrying out your work under the applicable agreement.
Do I need to find my own clients?
Yes. You’ll receive marketing training, branded resources, and systems to support your process. Building your contact list, promoting your services, and following up are part of your responsibility.
When does the 90-Day Run happen?
The run happens during tax season. Training takes place now through mid-January so you can begin preparing before the campaign gets underway.
Are 90 clients or $45,000 guaranteed?
No. These are campaign goals, not promised results. The $45,000 illustration uses 90 clients at a hypothetical average preparation fee of $500. It represents gross preparation production before commission splits and expenses, not your personal take-home earnings. Actual fees, client volume, and earnings vary.
What happens beyond tax season?
Discuss your goals with the team and explore available opportunities to develop additional skills or services. Moving to another level depends on readiness, eligibility, and the specific opportunity. Additional requirements, training, or fees may apply.
What is the enrollment fee?
Standard enrollment is $99. If you’re using a promotional offer, review its complete terms and any payment obligations before enrolling.
Become a Maxx Out Money Maker
Your ambition deserves
something you can put to work.
Learn the skill. Build your visibility. Develop your process. Make your next move with the Maxx Out Money Makers.
I’m ready to make my move
