THE BEGINNER
“I've never prepared a tax return before, but I'm ready to learn.”
LEARN • EXECUTE • PROFIT
START YOUR TAX BUSINESS
Build the Skills. Get the Tools. Prepare Returns. Build Your Business.
Whether you're completely new to tax preparation or ready to take your existing tax business to the next level, Better Life Financial gives you the training, technology, marketing resources, coaching, and support to help you build with confidence.
Training • Tax Software • Client Portal • Marketing • Coaching • Support
Tax Business in a Box
Everything You Need to Start. Everything You Need to Grow.
- Virtual Tax Academy
- IRS Approved Continuing Education Training
- Web-Based Professional Tax Software
- Mobile App / Client Portal
- Bank Products
- Weekly Coaching
- Group Support
- Marketing Training
- Tax Pro Planner
- Business Cards & Flyers on qualifying packages
- BLF Tax Professional Merchandise on qualifying packages
- Company Email on qualifying packages
- One-on-One Coaching on qualifying packages
We give you the tools. The training. The support.
You build the future.
Watch & Listen
Why Better Life Financial
Hear what makes BLF different and why tax professionals choose to build with us.
Who is this for?
Built For Where You Are Right Now
THE SIDE HUSTLER
“I want to earn additional income during tax season.”
THE ENTREPRENEUR
“I want to build my own tax preparation business.”
THE EXPERIENCED PREPARER
“I already prepare taxes, but I want better training, support, software, and earning potential.”
No previous tax preparation experience? That's okay. We'll show you where to start.
Why Better Life Financial
You're Building a Business — You Shouldn't Have to Figure Everything Out Alone.
REAL TRAINING
Learn the tax knowledge needed to confidently service clients.
REAL TOOLS
Access professional tax technology and business resources.
REAL SUPPORT
Get coaching and community support throughout your journey.
REAL BUSINESS DEVELOPMENT
Learn how to market, price your services, communicate with clients, and build your client base.
How it works
From Curious to Client-Ready in 5 Steps
- 1
Choose Your Package
Select the BLF Tax Pro package that fits your goals.
- 2
Complete Your Onboarding
Submit required tax professional information and documents.
- 3
Complete Your Training
Learn tax preparation, software, compliance, client service, and business development.
- 4
Get Your Business Ready
Set up your software, client portal, marketing materials, systems, and tax-season strategy.
- 5
Prepare & Grow
Begin servicing clients and building your tax business with continued BLF support.
Watch & Listen
Your Tax Business, Built Right
A quick look at the training, tools, and systems that turn your goals into a real business.
Choose your package
Choose Your Tax Pro Package
Every package includes training, professional tax software, coaching and support. The difference is how much you keep and how much business support you receive.
60/40 Starter
Low-cost entry option for new tax professionals.
$0No upfront cost — start free
60%
YOU KEEP
40%
BLF
- Virtual Tax Academy
- IRS Approved Continuing Education Training
- Web-Based Professional Tax Software
- Mobile App / Client Portal
- Bank Products
- Weekly Coaching
- Group Support
- Marketing Training
- Tax Pro Planner
- Personal Landing Page
- Bi-Weekly Pay
70/30 Business Builder
For the preparer serious about building a client base.
$399one-time
70%
YOU KEEP
30%
BLF
- Everything in the 60/40 Starter
- Company Email
- Monthly One-on-One Coaching
- 100 Business Cards & 100 Flyers
- Company Shirt
- Tax Pro Planner
- Bi-Weekly Pay
80/20 Tax Boss
Premium option for serious and established tax professionals.
$499one-time
80%
YOU KEEP
20%
BLF
- Everything in the 70/30 Business Builder
- 200 Business Cards & 200 Flyers
- Tax Hoodie & Promo Shirt
- Branded Mug & Full Merchandise Package
- Priority One-on-One Coaching
- Advanced Software & Bank Product Access
- Bi-Weekly Pay
Not sure which package is right for you?
HELP ME CHOOSEWhat you'll learn
A Real Tax Professional Curriculum
Individual Tax Preparation
Filing Status
Dependents
Tax Credits & Deductions
Earned Income Tax Credit
Child Tax Credit
Education Credits
Small Business / Schedule C Returns
Due Diligence & Compliance
Tax Software Training
Bank Products
Client Interviews
Tax Preparation Pricing
Marketing Your Tax Business
Finding Tax Clients
IRS Systems & Tax Professional Resources
We don't just teach you how to enter numbers into software. We teach you how to think, operate, and grow as a tax professional.
The Long Game
Skills, Income & Clients That Compound
Every season you serve clients well, your business gets stronger.
The earning opportunity
What Could Your Tax Season Look Like?
Move the numbers to see how the commission split works. These figures are examples only.
50
$600
Package / commission split
Example estimate — 70/30 Business Builder
Estimated gross preparation fees
$30,000
Your estimated share (70%)
$21,000
Better Life Financial (30%)
$9,000
Example / estimate only. Income is not guaranteed. Earnings depend on factors including number of clients, services provided, fees charged, expenses, experience, effort, and applicable commission agreement.
Meet Your Mentor
Meet Your Tax Mentor
Angel Trotter
Owner & Founder, Better Life Financial
Add your professional biography here — your years in the tax industry, the number of preparers and clients you've served, and why you started Better Life Financial.
- • Years of professional tax preparation experience
- • Trained and mentored new tax professionals
- • Built systems for tax business growth
“My goal isn't simply to give you tax software. I want to help you understand the business, become confident in your skills, properly serve your clients, and build something you can be proud of.”JOIN BETTER LIFE FINANCIAL
Watch & Listen
Learn. Execute. Profit.
See how the BLF process helps you move from curious to confident — and paid.
FAQ
Questions, Answered
Not ready yet?
Send Me More Information
Tell us a little about yourself and we'll help you choose the right path.
Your next chapter
Your Tax Business Starts Today
Tax season comes every year. The only question is whether you're getting paid for it. Choose your package, complete your training, and file your first return with a mentor in your corner.