OPTPN Tax PRO Opportunity Infocenter

Start Your Tax Business
Grow With the Right Support

Whether you're brand new to tax preparation or an experienced preparer looking for more, get the training, tools, technology, support, and resources to help you prepare, launch and grow.

No experience? Start Learning

Already preparing? Take your business further

©2026 Preparer Blueprint · Bank Product Integration · No Prior PTIN Needed

Confident modern tax professional holding a digital tablet with financial analytics software

FIND YOUR STARTING POINT

Choose Your Pathway

Whether you're brand new to tax preparation or already preparing returns, there's a place for you here. Choose the path that best fits where you are today —and we'll help you take the next step with the training, tools, and support you need to grow.

start & learn

I'm New to Tax Preparation

Learn the fundamentals, get trained, and get what it takes to be come a tax preparer.

1. Tax Preparation Foundations

Learn the fundamentals of tax preparation and what you need to know before entering the industry.

2. Software & Tools

Get familiar with the tools and resources you'll use to prepare returns and work as a tax preparer.

3. Return Preparation Training

Build your understanding of how to work through tax returns with practical training & guidance.

4. Marketing & Growth Basics

Learn strategies for promoting your services, finding potential clients, and getting your tax business moving.

grow & advance

I'm Already a Tax Preparer

Take your experience further with the tools and support to grow your tax business.

1. Better Tools & Resources

Access the tools, resources, and support available to help you make your tax business easier to manage.

2. Busines Growth Support

Get practical ideas and guidance for strengthening your tax business and increasing your opportunities.

3. Marketing Strategies

Discover ways to promotee your tax services, build visibility, and attract more potential clients.

4. Year Round Support

Stay connected to a team and resources that can support your growth beyond tax-season preparation.

POWERFUL TOOLS TO POWER YOUR TAX BUSINESS

Your Tax Preparer Toolkit

Everything you need to learn, prepare, promote, and grow —all in one place.

INTELLIGENT PREPARATION PLATFORM

Professional Tax Software

Prepare individual and business tax returns with professional-grade, cloud-based software trusted by tax professionals nationwide.

Professional tax preparation software interface cutout showing multi-state returns and e-filing console

Confidence in Every Return

99.9% Accuracy

Prepare returns with confidence. Our software helps flag potential errors and missing information before e-filing, making the filing process easier and helping improve first-time acceptance rates.

  • Prepare returns with confidence using professional-grade software

  • Built-in tools help catch common errors before e-filing

  • Reduce rejected returns and save time with s

Mentorship Opportunities

Whether you're preparing your very first return or looking to expand your tax knowledge, optional mentorship programs are available to provide personalized guidance and help you build confidence at your own pace.

Multiple Growth Paths

Tax preparation doesn't have to be your only path to growth. We also offer partnership opportunities in credit repair and health benefits consulting, giving you the ability to explore additional services and income opportunities that complement your tax business. Whether you're looking to expand your services, build multiple streams of income, or create a broader financial services business, these opportunities allow you to grow beyond tax preparation.

Training for Every Experience Level

Stay current with tax law changes through our comprehensive training platform. Complete IRS-approved Continuing Education (CE) credits, build your knowledge, and earn credits that can be applied toward your Annual Filing Season Program (AFSP) status while developing the skills to confidently prepare tax returns.

REAL PREPARER EXPERIENCES

Proven by Professionals

See how tax entrepreneurs and seasonal preparers transitioned from solo uncertainty to thriving, scalable practices.

★ ★ ★ ★ ★

Launching with Open Path TaxPro Network eliminated years of trial and error. I went from filing 40 returns solo to managing 280+ clients in my second season with zero software headaches.

Marcus V.
Lead Preparer
★ ★ ★ ★ ★

The structured onboarding and support gave me instant credibility. The software toolkit allowed me to price confidently at market rates and build a 6-figure practice in under 12 months.

Elena R, EA
Founder, ATS
★ ★ ★ ★ ★

I transitioned from corporate accounting into independent practice seamlessly. Having verified tech, compliance workflows, and immediate mentorship made scaling feel predictable instead of terrifying.

David S
Principal

ACCELERATE YOUR PRACTICE

Start Your Growth

Review how our integrated infrastructure accelerates your earnings versus going solo, then request your customized Starter Kit.

OPTPN Advantage

Partnering with OPTPN Lauch vs. Going Solo

Build your own tax-preparation business with the tools, training, and support to help you move forward—without having to figure everything out by yourself.

What You'll Need Partnership with OPTPN Going Solo
Professional Tax Software ✓ Access to Professional Software ✕ Find and pay for your own software
Getting Started ✓ Guidance on What You Need to Get Set-up ✕ Figure out the process on your own
Tax Preparation Training ✓ Learn the Process and Build Your Skills ✕ Learn through trial, error and research
Marketing Resources ✓ Ideas, Strategies & Resources to Promote Your Services ✕ Create everything from scratch
Ongoing Support ✓ Guidance, Mentorship & Someone to Turn To ✕ No dedicated Support
Your Own Tax Business Prepare Taxes Under Your Own Business & Build Your Client Base You're responsible for building everything alone

Join Our Tax Preparer Community

Free to join • Tax education & resources • Connect with other preparers and those looking to start just like you

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