Advanced Tax Pros | Taxes, Software & Mentorship
Taxes · Software · Mentorship

Build With Confidence,
Beyond Tax Season

Advanced Tax Pros brings taxes, software, and mentorship together to help individuals and businesses grow. Real guidance, real support, real growth.

Marilyn Willis, Founder & CEO
Founder & CEO
Marilyn Willis
Tax Strategist & Mentor
Tax Preparation TrainingSoftware SetupLeadership DevelopmentERO MentorshipBuild Generational Wealth Tax Preparation TrainingSoftware SetupLeadership DevelopmentERO MentorshipBuild Generational Wealth
Marilyn Willis

Where Taxes,
Software & Mentorship Meet

We specialize in tax preparation training, software setup, leadership development, and mentorship for aspiring and experienced tax professionals.

Whether you are learning the basics, launching your own office, or expanding into a full team operation, our programs deliver real guidance, real support, and real growth.

Empowering individuals and businesses through expert tax strategies and financial clarity — to be the most trusted tax and financial partner for every client we serve.

Our Programs

01

Tax Preparer Program

Learn tax preparation from the ground up. Hands-on training, IRS compliance, and the confidence to file accurately and grow your client base.

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02

ERO Software Package

Get set up with professional tax software under our bureau. One EFIN seat, full e-file setup, and everything you need to start filing.

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03

Software Reseller Program

Turn software into side income. As an ERO, sell professional tax software to your own network of preparers and earn on every seat — recurring revenue that grows with your network.

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04

Mentorship

Direct guidance from a seasoned tax professional. Marketing, CEO mindset, and the support to build a business that runs all 12 months.

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Banking Partners

Refund AdvantageBank Product
Republic BankBank Product
TPGBank Product
EPS FinancialBank Product

Ready to Build Your Tax Business?

Get Started Today