BET ON
YOURSELF.
BUILD YOUR
TAX EMPIRE.
You don't have to prepare taxes to own a tax business.
If you know how to recruit, lead people, build teams, create opportunities, or grow an organization, you already have one of the most valuable skills you need. Moneybag will teach you how to turn those skills into a tax operation.
YOU DON'T HAVE TO
DO THE TAXES.
THE OPERATION.
There is a difference between being a tax preparer and owning a tax business. Your preparers can handle the returns.
Your role is to build the team, lead the operation, grow the business, and oversee the office as the ERO.
YOU ALREADY KNOW
HOW TO BUILD.
Your problem isn't that you don't know business. You just don't know the tax business yet.
You Recruit Naturally
You're good at identifying people, building relationships, and getting others excited about an opportunity.
You Know How to Lead
You've managed teams, organizations, staff, sales groups, or people working toward a shared goal.
You Have a Network
You already know people who trust you, follow you, work with you, or could become part of what you're building.
You Think Like an Owner
You're interested in creating the operation, not becoming the person responsible for doing every single task yourself.
YOU BRING THE PEOPLE.
WE BRING THE BLUEPRINT.
One tax business. Three important parts.
YOU
You own and lead the tax business. Moneybag teaches you how to understand the industry and operate from the ERO side.
YOUR PTINs
You recruit the team. Your PTIN holders are trained to prepare tax returns inside the operation you're building.
MONEYBAG
We provide the training, tax software, technology assets, implementation support, team education, and in-season support behind the operation.
WE TRAIN YOU.
WE TRAIN YOUR TEAM.
Click each track to see how Enterprise Builder supports both sides of your operation.
We Teach You How to Lead the Tax Operation
Your training is focused on understanding and operating the business from the ERO and ownership side.
We Help Prepare Your PTIN Team for Tax Season
You recruit your preparers. Moneybag provides the training and support to help them become ready to work inside your tax operation.
THE TOOLS TO BUILD.
THE SUPPORT TO OPERATE.
This isn't one course and a good-luck email. Your support stretches from learning the business through operating during tax season.
ERO Training
Learn how to understand, manage, and lead your tax operation from the ERO side of the business.
Professional Tax Software
Your operation includes the professional tax software needed for your team to prepare and transmit returns.
PTIN Training
Your recruited tax preparers receive training designed to prepare them for the work they'll perform inside your office.
Digital Product Library
Use Moneybag's digital resources to attract, educate, engage, and support your PTIN organization.
Live Implementation Workshops
Go beyond learning. Build and implement the systems, processes, and strategies inside your actual tax business.
Tax Pro SOS In-Season Support
When tax season gets real, you and your team aren't left trying to figure everything out alone. Get support when questions come up during the season.
Tax Nitro: Moneybag Edition Asset Suite
Plug into Moneybag's customized Tax Nitro ecosystem with our prebuilt workflows, automations, pipelines, recruiting systems, client systems, follow-up assets, and Moneybag resources already inside.
Ongoing Moneybag ERO Support
Enterprise Builder isn't designed to disappear after onboarding. Your Moneybag support continues for as long as you remain an active ERO under the Moneybag network.
FROM INDUSTRY OUTSIDER
TO TAX BUSINESS OWNER.
Enroll
Join Enterprise Builder and enter the Moneybag ERO ecosystem.
Learn the Business
Understand what an ERO does and how your tax operation works.
Build Your Team
Use your recruiting skills to begin building your PTIN organization.
We Train Your Preparers
Your team plugs into Moneybag's PTIN training and tax-season preparation.
Implement Your Systems
Put your software, Tax Nitro, processes, workflows, and office structure into action.
Lead Your Enterprise
Your team prepares returns. You lead and grow the operation.
YOU'RE NOT LEARNING
FROM THEORY.
You're plugging into an award-winning service bureau that has built its systems inside the real tax industry.
Enterprise Builder gives you access to training, systems, technology, resources, and support developed through hands-on experience helping tax professionals build and operate their businesses.
We already know the tax industry. You don't have to figure it out from scratch.
WE PROVIDE THE BLUEPRINT.
YOU BUILD THE BUSINESS.
Enterprise Builder gives you the support system. Execution is still your responsibility.
MONEYBAG PROVIDES
YOU PROVIDE
LOOK AT EVERYTHING
ON THE TABLE.
QUESTIONS?
WE GOT YOU.
YOU ALREADY KNOW
HOW TO BUILD PEOPLE.
NOW BUILD SOMETHING YOU OWN.
You don't need years of tax experience to start. You need the ability to lead, the willingness to learn, and a proven tax-industry system behind you.
I'M READY TO BUILD MY TAX EMPIRE →