Premium Tax Business Solutions
Get Started &
Scale Your Tax Business
Launch, grow, and position your tax business for success with the right structure, tools, mentorship, and support
Limited Spots Available
Professional Mentorship
Premium Software Included
Who We Are
Build Your Tax Business the Right Way
At MRJ Secured Financial Services, we help aspiring and growing tax professionals take the next step in the industry with strategic support, professional tools, and real business guidance. Whether you are looking to become a tax preparer or build your own tax company, we provide the support, systems, and direction to help you move with confidence.
Strategic Support
Expert guidance tailored to your business goals
Professional Tools
Premium software and systems to run your business
Real Results
Proven track record of successful tax businesses
Investment Opportunities
Choose Your
Path to Success
Select the package that aligns with your business goals and ambitions
Entry Level
Tax Preparer Team Package
$599
Investment
PTIN & EFIN Assistance
We walk you through it step-by-step so you're set up the right way Professional Tax Software
Professional Tax Software
Secure. Reliable. Built for accuracy.
Audit-Proof & Due Diligence
Structured to support compliance and strengthen audit defensibility documents
Private Community
Connect with dedicated tax professionals, ask questions, gain clarity, stay updated on IRS changes
Access to Professional Software
You're not just getting software. You're getting education. I teach you the industry compliance, structure, growth not just how to file a return.
Tech Support
If something breaks, glitches, or acts up — we don't disappear. Real support.
Bonus Included
Client intake & calendar system, automated client emails, business email & flyers
Only 5 spots remaining for 2026 season
Recommended
Business Owner
ERO Business Setup Package
$1,599
Investment
ERO Setup Assistance
Limited to 5 Spots
Your Own Branded Tax Software
Professional platform under your business identity
Independent Business Ownership
No Partners — 100% your business
Step-by-Step Setup Guidance
We handle the complex paperwork and filings
Foundation to Scale
Systems built to grow your tax company year after year
Full business ownership & independence
Premium
Elite Tier
Service Bureau Foundation
$2,500
Investment
PTIN & EFIN Assistance
We walk you through it step-by-step so you're set up the right way
Branded Software
Your Logo. Your Identity. Operate Under Your Business Name
Audit-Proof & Due Diligence
Structured to support compliance and strengthen audit defensibility documents
Private Community
Connect with dedicated tax professionals, ask questions, gain clarity, stay updated on IRS changes
Access to Professional Software
You're not just getting software. You're getting education. I teach you the industry compliance, structure, growth not just how to file a return.
Tech Support
If something breaks, glitches, or acts up — we don't disappear. Real support.
Custom Fully Built CRM
Automates intake, emails, scheduling, tracking, and client management
Additional Incentives
Earn additional streams of Income
Operate like a firm, not a side hustle
The MRJ Difference
Why Work With MRJ Secured Financial Services?
Premium Tools & Software
Access to professional-grade tax software and CRM systems worth thousands
Business Growth Support
Strategic systems designed to help you acquire and retain clients effectively
Proven Systems
Battle-tested processes that have helped launch dozens of successful tax businesses
Premium Tools & Software
Access to professional-grade tax software and CRM systems worth thousands
Clear Setup Process
Step-by-step guidance that removes confusion and accelerates your launch timeline
Built to Help You Scale
Infrastructure designed not just to start, but to grow your business year after year
Take Action
Choose Your Path
Complete the application that best fits your goals. We want to learn more about who you are, your experience in the industry, your business goals, and your social media presence.
PTIN Partner Application
Perfect for those ready to join a professional tax team and learn the industry with hands-on mentorship.
Takes 5-10 minutes
Background & Goals Questions
ERO
Application
For entrepreneurs ready to launch their own independent tax business with full ownership and branding.
Takes 10-15 minutes
Business Plan & Social Media Info
Service Bureau Application
For established entrepreneurs ready to operate a full-service bureau with custom CRM and multiple revenue streams.
Takes 15-20 minutes
Business Strategy & Experience
Each application includes questions about background, goals, tax industry interest, readiness, and social media information. We review every application personally.
Limited Spots Available
Your Next Level Starts Here
Whether you are just entering the tax industry or preparing to scale your own business, MRJ Secured Financial Services is here to help you move forward with confidence, clarity, and structure.
MRJ Secured
Financial Services
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