
Learn how to build a tax business that generates income
all year long—not just during filing season.
Monday, July 28, 2026
6:00 PM Central
Live Online
Free Training

Learn how to build a tax business that generates income all year long—not just during filing season.
Monday, July 28, 2026
6:00 PM Central
Live Online
Free Training
Build a legitimate tax business from the ground up
Register your business, obtain your EIN, and stay compliant Set up your PTIN and understand the ERO process
Create systems that prepare your business for growth Develop your first 90-day business growth plan
By the end of this section, you'll have the structure needed to build a profitable tax business.
Create additional income streams beyond tax prep
Develop digital products and educational resources Launch your own mentorship or coaching program
Build recurring monthly revenue Position yourself as the trusted authority in your market
By the end of this section, you'll understand how successful tax professionals build businesses that earn beyond tax season.
Recruit and train tax preparers
Become an Electronic Return Originator (ERO) Build and manage a profitable tax team Implement
SOPs and automation systems Scale your business without preparing every return yourself
By the end of this section, you'll have a roadmap for growing from tax preparer to business owner
Build a legitimate tax business from the ground up
Register your business, obtain your EIN, and stay compliant Set up your PTIN and understand the ERO process
Create systems that prepare your business for growth Develop your first 90-day business growth plan
By the end of this section, you'll have the structure needed to build a profitable tax business.
Create additional income streams beyond tax prep
Develop digital products and educational resources Launch your own mentorship or coaching program
Build recurring monthly revenue Position yourself as the trusted authority in your market
By the end of this section, you'll understand how successful tax professionals build businesses that earn beyond tax season.
Recruit and train tax preparers
Become an Electronic Return Originator (ERO) Build and manage a profitable tax team Implement
SOPs and automation systems Scale your business without preparing every return yourself
By the end of this section, you'll have a roadmap for growing from tax preparer to business owner
Only making money January to April
Filing returns with no plan for the off-season
Waiting for tax season to "save you" every year
Trading time for money with no leverage
Stuck at the same revenue year after year
Multiple income streams paying you all
12 months
A profitable tax business operating
year-round
ERO opportunities unlocked
Systems that help your business grow without you
A scalable team supported by proven processes
A business that generates income beyond tax season
Only making money January to April
Filing returns with no plan for the off-season
Waiting for tax season to "save you" every year
Trading time for money with no leverage
Stuck at the same revenue year after year
Multiple income streams paying you all
12 months
A profitable tax business operating
year-round
ERO opportunities unlocked
Systems that help your business grow without you
A scalable team supported by proven processes
A business that generates income beyond tax season
With more than eight years of experience in the tax industry, Mon'Tiya Chanyse has helped aspiring and experienced tax professionals launch successful businesses, build proven systems, and create opportunities that extend far beyond tax season.
Through Elevate Tax Solutions, her mission is to equip tax professionals with the education, mentorship, and strategies needed to build sustainable businesses that generate income year-round.
Don't Just File. Elevate.


With more than eight years of experience in the tax industry, Mon'Tiya Chanyse has helped aspiring and experienced tax professionals launch successful businesses, build proven systems, and create opportunities that extend far beyond tax season.
Through Elevate Tax Solutions, her mission is to equip tax professionals with the education, mentorship, and strategies needed to build sustainable businesses that generate income year-round.
Don't Just File. Elevate.
Freelancers should track all income and expenses meticulously. Consider using budgeting apps or spreadsheets to categorize expenses and set financial goals. Aim to save a portion of your income each month to cover lean periods.
As a freelancer, you are responsible for reporting your income and paying taxes. It's essential to keep detailed records of your earnings and expenses. You may want to consult a tax professional to understand your obligations and maximize deductions.
A comprehensive financial plan for freelancers should include budgeting, savings goals, retirement planning, and an emergency fund. Additionally, consider setting aside money for taxes and investing in professional development.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
Freelancers should track all income and expenses meticulously. Consider using budgeting apps or spreadsheets to categorize expenses and set financial goals. Aim to save a portion of your income each month to cover lean periods.
As a freelancer, you are responsible for reporting your income and paying taxes. It's essential to keep detailed records of your earnings and expenses. You may want to consult a tax professional to understand your obligations and maximize deductions.
A comprehensive financial plan for freelancers should include budgeting, savings goals, retirement planning, and an emergency fund. Additionally, consider setting aside money for taxes and investing in professional development.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
© 2026 Elevate Tax Solutions LLC. All rights reserved.
© 2026 Elevate Tax Solutions LLC. All rights reserved.