TRANSFORM YOUR TAX BUSINESS. EXPAND. LEAD.LEARN HOW TO GROW MASSIVE
We help tax professionals and software resellers grow beyond 500 trusted clients and build a lasting legacy of success in the industry. This is more than just a program—it’s your blueprint to dominate the tax industry. Gain exclusive insights, proven strategies, and the tools needed to turn your vision into reality. Learn how to attract high‑quality clients with confidence, streamline your operations, and deliver exceptional service that sets you apart. Build a profitable, scalable practice that provides financial freedom and long‑term stability. Are you ready to break barriers and become a leader in the tax world? Your journey to unstoppable success starts now.
GET STARTED WITH YOUR OWN TAX BUSINESS PG Tax Consultants HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GUARANTEED!
GET STARTED WITH YOUR OWN TAX BUSINESS PG Tax Consultants HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GUARANTEED!
where to start?
4 steps to get started:
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
BUILD YOUR TAX BUSINESS WITH US
Our Software Packages
This is more than joining a tax team — it’s an opportunity to build, grow, and take your tax business to another level.
Whether you’re brand new to the tax industry or you’re an experienced Tax Professional who wants more clients and more income, my goal is to give you the resources, training, support, and guidance you need to grow.
Co-Branding Software
The Blueprint To PG Tax Consultants
Professional Tax Software
One-On-One Training
Software Training
Custom Business Name
IRS Registration
Offer Tax Loans
Team Building
Recruiting Training
Bank Registration
Weekly Coaching
Business Payroll Setup
Unlimited Partners
EFIN Required
PTIN Required | NO EFIN REQUIRED
Revenue Split: 70/30
NOW ONLY
$89
Co-Branding Software
The Blueprint To PG Tax Consultants
Professional Tax Software
One-On-One Training
Software Training
Custom Business Name
IRS Registration
Offer Tax Loans
Team Building
Recruiting Training
Bank Registration
Weekly Coaching
Business Payroll Setup
Unlimited Partners
EFIN Required
PTIN Required | EFIN REQUIRED
NO Revenue Share
NOW ONLY
$199
Co-Branding Software
The Blueprint To PG Tax Consultants
Professional Tax Software
One-On-One Training
Software Training
Custom Business Name
IRS Registration
Offer Tax Loans
Team Building
Recruiting Training
Bank Registration
Weekly Coaching
Business Payroll Setup
Unlimited Partners
EFIN Required
PTIN Required | EFIN REQUIRED
NO Revenue Share
NOW ONLY
$799
OUR PACKAGES
Tru Launch - TIER 1
NOW$99| WAS $199
Tru Shield Financial Solutions Tier 1 Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
PTIN Required
Revenue Split: 70/30
TRU BUILD - TIER 2
NOW$199| WAS $299
Tru Shield Financial Solutions Tier 2 Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.
PTIN & EFIN Required
Revenue Split: 100%
TRU SCALE - TIER 3
NOW$799| WAS $2599
Tru Shield Financial Solutions Tier 3 Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.
PTIN & EFIN Required
Revenue Split: 100%
TRU LEGACY - TIER 4
NOW$1499| WAS $3499
Tru Shield Financial Solutions Tier 4 program designed for fast‑scaling service bureaus that want full control and maximum profitability. It allows you to retain 100% of all tax‑related fees and build an unlimited network of tax partners and service bureaus, creating multiple revenue streams each season. You maintain complete authority over pricing, including setting maximum add‑on fees, while receiving structured guidance on branding, recruitment, operations, marketing, and team development to help you manage and expand a high‑performing service bureau organization at scale.
PTIN & EFIN Required
Revenue Split: 100%
WHAT YOU'LL GET
Our personalized and professional approach
We tailor solutions to your unique tax situation with meticulous care and unwavering adherence to the highest professional standards, ensuring you feel understood and confidently guided at every step.
Our experience and expertise
With years of experience in the tax industry, our tax advisors bring deep technical knowledge and practical insight to optimize your benefits while ensuring full compliance with accurate and reliable advice.
Our commitment to client satisfaction
We prioritize proactive communication, timely responsiveness, and transparent reporting, delivering measurable results and building lasting trust with every engagement.
OUR banking partners
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
MAXIMIZE YOUR REFUND: TAKE ADVANTAGE OF EVERY CREDIT POSSIBLE
FILE WITH PG Tax Consultants IN PERSON OR FROM THE COMFORT OF YOUR HOME
WE SPECIALIZE IN EXPEDIENT REFUNDS!
GET UP TO $8500 SAME DAY TAX ADVANCE!
GET UP TO $8500 SAME DAY TAX ADVANCE!
GET UP TO $8500 SAME DAY TAX ADVANCE!
GET UP TO $8500 SAME DAY TAX ADVANCE!
Welcome to PG Tax Consultants, a professional income tax preparation firm dedicated to serving individuals, families, and self-employed clients. We are committed to maintaining high standards of integrity, professionalism, and accuracy in every client relationship.
Our mission is to help you receive the maximum refund you are legally entitled to while providing personalized guidance based on your unique tax situation.
At PG Tax Consultants, you can expect exceptional customer service and a knowledgeable tax professional who is understanding, dependable, and confident in navigating the complexities of tax preparation.
Let P G Tax Consultants help you take control of your taxes and get the refund you’re entitled to.
Services We PROVIDE
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
Our Individual Tax Return Services provide personalized assistance to help you navigate the complexities of filing your taxes. We ensure that you maximize your deductions and credits while adhering to all regulations. Whether you have a straightforward return or unique circumstances, our experts are here to simplify the process and secure the best possible outcome for you.
An Identity Protection PIN (IP PIN) is a unique six-digit number designed to safeguard your tax identity. This essential security measure prevents unauthorized individuals from filing a tax return using your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). The IP PIN is confidential, known only to you and the IRS, providing an added layer of verification.
Are you ready to launch your own business? Our Tax Business Startup and Mentorship service is here to help you build a strong financial foundation. We offer comprehensive mentorship tailored to your needs, covering essential aspects such as business starups, strategic planning, tax registrations, tax law and compliance and much more.
Navigating taxes for your small business can be daunting, but our Small Business Tax Return Services are designed to lighten the load. We offer tailored solutions that consider your specific business structure and needs, ensuring compliance and maximizing your tax benefits. Let us handle the numbers so you can focus on what you do best—growing your business
Our Audit Protection service gives you peace of mind in the event of an IRS audit. We stand by your side, ready to provide expert representation and guidance throughout the audit process. With our experienced team on your side, you can feel confident that your rights are protected, and your interests are our priority.
our Tax Preparation
process
STEP:01
SCHEDULE AN VIRTUAL OR IN-OFFICE APPOINTMEnT WITH A TAX ADVISOR
STEP:02
FILL OUT THE CLIENT INTAKE FORM
FILL OUT THE CLIENT INTAKE FORM PRIOR TO YOUR SCHEDULED APPOINTMENT FOR A FASTER AND SMOOTHER PROCESS. IF YOU HAVE ANY QUESTIONS REGARDING THE CLIENT TAPE PRIOR TO FILLING OUT THE FORM, OUR TAX ADVISOR CAN ANSWER THEM.
STEP:03
FILE WITH A LIVE TAX ADVISOR
FILE WITH A PG Tax Consultants VIRTUALLY VIA THE ZOOM MEETING APP, OR IN THE OFFICE.
PATRICIA GREENLEAF
CEO & FOunder of PG Tax Consultants
As the CEO of PG Tax Consultants, my goal goes beyond preparing tax returns. I am passionate about helping others start, build, and grow successful tax businesses of their own.
Whether you’re new to the tax industry or already an experienced tax professional looking to grow your client base and increase your income, you’ll have access to the knowledge, tools, resources, and support needed to take your business to the next level.
Learn strategies to attract and retain clients, market your services, operate your business professionally, stay informed on tax law changes and due diligence requirements, and implement systems and processes that help your business run efficiently.
My goal is to help you build the knowledge, confidence, and strong business foundation needed to develop a professional and profitable tax business.
At PG Tax Consultants, we’re not just preparing for the next tax season — we’re building businesses designed to grow year after year.
PATRICIA GREENLEAF
CEO & FOunder of P G Tax Consultants
As the CEO of P G Tax Consultants, my goal goes beyond preparing tax returns. I am passionate about helping others start, build, and grow successful tax businesses of their own.
Whether you’re new to the tax industry or already an experienced tax professional looking to grow your client base and increase your income, you’ll have access to the knowledge, tools, resources, and support needed to take your business to the next level.
Learn strategies to attract and retain clients, market your services, operate your business professionally, stay informed on tax law changes and due diligence requirements, and implement systems and processes that help your business run efficiently.
My goal is to help you build the knowledge, confidence, and strong business foundation needed to develop a professional and profitable tax business.
At P G Tax Consultants, we’re not just preparing for the next tax season — we’re building businesses designed to grow year after year.
WHAT THEY SAY!
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
As a small business owner, I was skeptical about investing in marketing tools. This platform has proven to be worth every penny.
The customer support team is absolutely amazing! They helped me set up my first funnel in just a few hours. My business has grown 300% since implementing this platform.
I love how everything is integrated in one place. From email marketing to appointment booking, this platform has streamlined my entire business operations.
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office: +1 (615) 916-6152
Email: [email protected]
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
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