High Tech Tax Prep HUB — Built by Tax Pros, For Tax Pros
The #1 All-In-One Platform for Tax Pros

The HUB Where
Tax Pros Win Big

Built on Numbers. Backed by Results.

Software, training, CRM, bank products, mentorship, and support — everything you need to build a profitable tax business, all in one place.

PTIN Preparers  ·  ERO Partners  ·  Service Bureaus  ·  Resellers

500+
Tax Pros Helped
Since '16
Founded 2016
80%
You Keep Your Fees
5 Plans
For Every Level

🎓 Not Sure Which Plan Is Right for You?

Join a free live webinar — Cocoa walks you through everything. No pressure, just clarity.

📅 Schedule My Free Webinar →
✦ Hosted by High Tech Tax Prep HUB ✦

The 1st Annual Tax Pro Honors Experience

Two unforgettable days in Atlanta, GA — networking, learning, and a black-tie gala experience for tax professionals ready to elevate.

Tax Pro Honors Experience
📍
Location
Atlanta, Georgia
📅
June 5 — Day 1
Meet & Greet + Networking Experience
🎓
June 6 — Morning
A Day of Elevating & Learning
🥂
June 6 — Evening
The Tax Pro Honors Gala

This isn't just an awards ceremony — it's a full experience. Connect with top tax pros, elevate your knowledge, and end the weekend at an unforgettable gala honoring the best in the business.

🎟 Get Your Tickets — TaxProHonorsGala.com →
🤝
Network

Connect with tax professionals from across the country on Day 1

📈
Elevate

A full day of learning and growth with industry leaders on June 6

🥂
Celebrate

Cap it off at the Tax Pro Honors Gala — an evening of recognition and elegance

High Tech Tax Pros
👑
✦ Founded November 2016 · Griffin, GA
Our Story

Built by Tax Pros,
For Tax Pros Who Refuse to Stay Stuck

High Tech Tax Prep HUB was built by experienced tax pros for tax pros who feel stuck, don't know what to do, or just need someone to walk it out with them.

"We will be here every step of the way... are you ready for results?"

Over 500 tax pros helped since 2016 — running their tax business, scaling, and leveling up. Our mission: make sure you don't get left behind. All we ask is that you be dedicated and make time to actually build something great here.

👑
Courtney "Cocoa" Murray
Founder · Tax Business & AI Coach · 14 Years in the Industry
New Enrollment Plans for 2027

Pick Your Path to Success

Choose the plan that fits your level. Every plan includes full platform access, training, CRM, and ongoing support.

Program Details

Everything You Get With Each Program

Every program is built to take you from where you are to where you want to be.

🌟
PTIN Program

New & Growing Preparers

File under our EFIN, get full software access, training, and keep the majority of every dollar you earn.

  • Online tax software suite (up to 5 users)
  • Refund advances up to $7,500
  • Audit protection included
  • Mobile app import option
  • 20% service fee (only when you get paid)
  • Tax Prep Business Success Vault
  • Tax Season Mentor Hotline
  • Tax Bestie AI Hotline access
  • Self-paced tax business course
🏆
ERO Program

EFIN Holders & Scalers

File directly under your own EFIN with unlimited software and direct bank product access.

  • Unlimited tax software — unlimited users
  • Direct access to bank partners
  • Audit protection included
  • Keep 100% of your tax prep fees
  • Tax prep training course (July 2026)
  • ERO mentorship (starts May 2026)
  • Self-paced ERO course
  • Tax Pro Support Hotline
  • Tax Bestie AI Hotline access
🏢
Service Bureau

Build Your Own Brand

No EFIN required. Launch your own branded tax software business and keep 100% of sales.

  • Your own branded tax software
  • Sell cloud-based + desktop (TaxSlayer)
  • Set your own software pricing
  • Keep 100% of software sales
  • Keep 100% of service bureau fees
  • Unlimited licenses ($50/ERO annually)
  • Service bureau course (setup + scale)
  • Mentorship included
📈
Affiliate Reseller

Free — Earn Commissions

No tax experience needed. Earn by referring tax pros to the platform that changes their business.

  • Free enrollment — zero upfront cost
  • Earn commissions on referrals
  • Access to marketing materials
  • CRM & automation tools
  • Build recurring revenue streams
  • Full platform training access
Everything Included

Your All-In-One Success Platform

Stop stitching tools together. One HUB, everything you need, all season long.

💻

Professional Tax Software

Powered by TaxSlayer Pro — cloud and desktop, interview mode, all major forms, voted #1 cloud-based professional tax software in the industry.

🤖

CRM + Business Automations

Dynamic Scaled CRM included — manage clients, automate follow-ups, send invoices, book appointments, and run email & SMS campaigns.

🏦

Bank Products & Refund Advances

Access to Santa Barbara TPG and EPS Financial for refund advances, fee withholding, and direct deposit options for your clients.

🎓

Training Vault Access

Self-paced courses, live Zoom calls, replay library, software walkthroughs, and CRM training — get confident and get moving fast.

📞

Tax Season Mentor Hotline

Real support when you need it. Our team reviews returns for accuracy and compliance before submission to keep your workflow smooth.

💰

Set Your Own Fees

Full control over your pricing. Charge what you choose — up to $1,250 per return — and keep the majority of every dollar you earn.

Professional Tax Software

Powerful Software Made Beautifully Simple

Powered by TaxSlayer Pro — the same software used by thousands of professional preparers nationwide. Step-by-step training so you're never left guessing.

☁️

Cloud + Desktop Access

File from anywhere — laptop, tablet, home office or on the go.

📋

Interview Mode Filing

Step-by-step guided return prep reduces errors and speeds up every return.

All Major Forms Included

W-2, 1099, Schedule C, Schedule E, all federal & state forms ready.

🎯

Step-by-Step Training Included

Full training vault gets you confident and filing fast.

Get a Free Software Demo →
TaxSlayer Pro Software
What Every Partner Gets

Every Plan Comes Fully Loaded

No stripped-down tiers. Every program includes the complete platform so you hit the ground running from day one.

High Tech Tax Plans
Watch & Learn

See Exactly How This Works for You

Watch Cocoa break down the entire platform, all 5 programs, and how real tax pros are building profitable businesses with High Tech Tax.

Want to talk to someone before you commit? We got you.

Project Your Income

Calculate Your Tax Season Revenue

See exactly what you could earn this season. Select your program and enter your numbers.

The People Behind Your Success

Meet the High Tech Tax Team

7 dedicated professionals and one shared mission walking with you every step of the way. We don't just sell software — we show up.

Courtney M.
Courtney M. 👑
Founder & Tax Business / AI Coach
14 years of experience as preparer, ERO, and Service Bureau. The visionary behind the HUB.
Tisa R.
Tisa R.
Admin
20+ years of management experience and 16 years in the tax industry. She keeps everything running.
Jeffery H.
Jeffery H.
Sr. Tax Professional & Audit Team
Years of tax expertise and now expanding into the service bureau lane. Sharp, sharp, sharp.
Jomondi W.
Jomondi W.
Sr. Tax Pro & Audit Team Manager
Almost a decade in the tax industry managing the audit team and ensuring accuracy across the board.
Dwohn L.
Dwohn L.
Support Team & Notary Public
Deep expertise in computer technology, notary public, and 2-3 years growing in the tax industry.
Najja J.
Najja J.
Audit Team Member
Focused on accuracy, compliance, and protecting every partner and their clients each season.
Nykia C.
Nykia C.
Audit Team Member
Bright energy, sharp attention to detail, and fully committed to partner success every step of the way.
👑
Our Mission
We Value Your Business

"Our mission is to help you elevate. We are here every step of the way — dedicated to making sure you don't get left behind."

— Your High Tech Tax Support Team

← Click the arrows to meet the full team →

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Real Results

500+ Tax Pros Already Winning

★★★★★
"I started with zero experience and honestly had no idea what I was doing. Cocoa and the High Tech Tax team walked me through everything. I filed over 80 returns my very first season and the money I made? Let's just say I wish I had done this sooner."
TJ
Tamara J.
PTIN Partner · First Season
★★★★★
"The CRM alone changed everything. Client follow-ups, document requests, invoices — all automated. I went from completely chaotic to organized in one week. This HUB is the real deal."
DM
DeShawn M.
ERO Partner · 3 Preparers
★★★★★
"I had tried other platforms and felt completely lost. High Tech Tax actually walks you through everything step by step. The mentor hotline saved me more times than I can count."
KW
Kenya W.
Service Bureau Partner
Limited Spots — 2027 Season

Join the Gold List Today

Be first in line when enrollment opens. Get early access, promotional pricing, and a head start on your most profitable season yet.

No spam. No pressure. Just your seat at the table.

Or skip the wait — book a free webinar and get started now:

📅 Schedule My Free Webinar →
Common Questions

Frequently Asked Questions

No experience needed! The PTIN program is designed for beginners. You'll get step-by-step training, live Zoom calls, a mentor hotline, AI support, and full software access to guide you through every return from start to finish.
The PTIN program is for preparers who file under High Tech Tax's EFIN — perfect for beginners. The ERO program is for experienced preparers who already have their own EFIN and want to file independently with professional software and direct bank product access.
Partners get Dynamic Scaled CRM for just $25/month — versus the regular price of $69/month. It includes unlimited contacts, automated workflows, invoicing, calendar scheduling, SMS/email campaigns, and a full business pipeline dashboard.
Partners have access to Santa Barbara TPG (SBTPG) and EPS Financial. Available products include refund advances up to $7,500, fee withholding, and direct deposit options. All approvals are determined directly by the partner bank.
No EFIN required! The Service Bureau Wealth Builder gives you your own branded tax software to sell. You set your own pricing and keep 100% of software sales and service bureau fees. It's the perfect path for entrepreneurs who want to scale without filing returns themselves.
After enrolling, check your email inbox (including spam and promotions) for your onboarding package and agreement. You'll schedule your onboarding call and get full platform access within 24-48 hours. Not sure which plan fits? Book a free webinar first — Cocoa will walk you through everything live.