BUILD, GROW, & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS
Success doesn't happen by chance—it happens with the right systems, the right guidance, and the right partnership. ClearFile Tax Services provides industry-leading tax software, expert mentorship, and proven business strategies designed to help you launch, grow, and scale with confidence. From your first client to building your own service bureau, we're here to help you create a business that works for you.
BUILD
GROW, AND
SCALE YOUR
TAX OR SERVICE
BUREAU
BUSINESS
Success doesn't happen by chance—it happens with the right systems, the right guidance, and the right partnership. ClearFile Tax Services provides industry-leading tax software, expert mentorship, and proven business strategies designed to help you launch, grow, and scale with confidence. From your first client to building your own service bureau, we're here to help you create a business that works for you.
At ClearFile Tax Services, our mission is to empower individuals and entrepreneurs by delivering trusted tax preparation, strategic mentorship, and smart business solutions that fuel long-term growth. We are committed to clarity, compliance, and creating clear pathways to financial success.
WHERE TO START?
5 STEPS TO GET STARTED :
STEP 1:
PURCHASE YOUR PREFERRED PACKAGE
STEP 2:
REVIEW & SIGN
YOUR AGREEMENT
STEP 3:
SCHEDULE YOUR
ONBOARDING MEETING
STEP 4:
ATTEND OUR BUSINESS
MASTERY TRAINING
STEP 5:
OPEN YOUR TAX
BUSINESS
OUR PACKAGES
Great for beginners ready to launch. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business
70/30 revenue shares
PTIN required
Perfect for tax pros ready to control their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
EFIN required
Designed for tax pros ready to build. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
NO revenue shares
EFIN required
For experienced tax pros who want to focus on leadership and scale their business. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
NO revenue shares
EFIN required
WHY CHOOSE US?
TRAINING &TECHNOLOGY
With ClearFile Tax Pro Software, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
marketing strategies
The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.
PERSONAL COACH
Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
TESTIMONIALS
WHAT OUR MENTEES ARE SAYING
I started my tax business with ClearFile Tax Pros mentorship and it was the best decision I've made. Mysa provided step-by-step guidance that gave me confidence, and I was earning within my first season!"
— David R.
I never thought l'd be able to run my own business, but Mysa proved me wrong. The mentorship made everything easy to follow and gave me the confidence to launch. Now I'm running my own tax business and building something for my family."
- Monique L.
I used to dread tax season because my business expenses were all over the place. ClearFile Tax Pros made it so simple to organize everything and showed me how to stay on top of it. Now I actually feel confident going into tax time!"
— Jessica M.
OUR SERVICES
Join our FREE training Monday to Friday at 7pm EST. Learn from industry experts as they share proven strategies for attracting clients, managing finances, and delivering exceptional tax services. Whether you're a seasoned tax pro or just starting out, this session will equip you with the skills to take your business to the next level. Secure your spot now!
Join our in-depth coaching experience designed to take your tax business to the next level. This power-packed session includes strategic planning, marketing execution, team building, tax education, software mastery, and real- world action steps to grow your revenue and client base
fast.
FILE FROM THE COMFORT
OF YOUR HOME
WITH THE CLEARFILE TAX PRO MOBILE PHONE APP
IT''S SIMPLE, DOWNLOAD OUR APP NOW TO START FILLING!
FILE FROM THE
COMFORTOF
YOUR HOME
WITH THE
CLEARFILE
TAX PRO
MOBILE PHONE APP
IT''S SIMPLE, DOWNLOAD OUR APP NOW TO START FILLING!
OUR BANKING PARTNERS
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
CONTACT US
Call (813) 843-3352
Email: [email protected]
5006 Trouble Creek Rd Ste 218
New Port Richey, FL 34652
RESOURCES
BUSINESS HOURS
Monday to Friday
9am to 7pm
Saturday
10am to 4pm
Sunday: Closed
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