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
About US
We’re More Than a Tax Program We’re Your Support System
At MRJ Secured Financial Services, we don’t believe in signing you up, handing you software, and leaving you to figure it out on your own. We believe in mentorship, guidance, and helping you build the confidence needed to succeed in the tax industry. Whether you’re brand new to taxes or looking to grow your existing business, we’re here to walk alongside you every step of the way. We help you understand the “why” behind tax preparation, break down real-life tax situations, and provide the support needed to make informed decisions when working with clients.
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
Choose Your
Path to Success
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
Business Owner
ERO Business Setup Package
$1,599
Investment
Includes everything in ENTRY LEVEL package
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
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 Tax 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?
Ongoing Mentorship
You’re not left to figure it out on your own. We provide ongoing guidance, support, and access to experienced professionals who can help you navigate challenges, answer questions, and build confidence throughout your journey in the tax industry.
Real Tax Scenarios
We don’t just teach tax theory we teach application. Through real-life tax situations and filing scenarios, you’ll learn how to properly apply tax law, identify potential issues, and make informed decisions when preparing returns.
Due Diligence &
Compliance Training
Knowledge is important, but compliance is essential. We emphasize due diligence, ethics, and IRS requirements to help you prepare accurate returns, protect your business, reduce audit risks, and serve your clients with integrity.
Business Building Support
From obtaining your PTIN and EFIN to becoming an ERO and implementing systems within your office, we help you build a legitimate, organized, and sustainable tax business not just learn how to prepare tax returns.
Tools, Resources & Professional Training
Gain access to professional software, educational resources, training materials, and industry tools designed to help you operate efficiently, remain compliant, and deliver a professional client experience.
Take Action
How To Get Start With Us
Purchase
Choose the package that aligns with your business goals.
Sign Agreement
Review and sign the agreement to move forward.
On-Boarding
Book a session to discuss your goals and expectations.
Attend Training
Learn the skills to launch and grow your tax business.
Launch
Open your office and start serving clients with confidence.
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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