TAX PROFESSIONAL ECOSYSTEM
Build Your Independent Tax Business.
Access professional technology, strategic support, and a growth-focused network designed for independent tax professionals.
PROGRAM OVERVIEW
More Than Tax Software. A Foundation for Building Your Tax Business.
BRG Firm is designed to help tax professionals move beyond simply preparing returns and begin building the infrastructure of an independent tax business.
Through BRG's tax-business ecosystem, participating professionals can access professional tax technology, client tools, support, training, compliance resources, and business-development guidance designed to help them launch, operate, and grow.
Professional Tools. Practical Support. Room to Grow.
THE BRG DIFFERENCE
The Software Is Only One Piece of the Business.
Knowing how to prepare a tax return and knowing how to build a tax business are two different things. BRG Firm's goal is to help tax professionals develop the business infrastructure surrounding tax preparation.
It's to help you understand how to build something of your own.
EFIN/ERO status, bank products, software relationships, financing, and Service Bureau opportunities are subject to applicable IRS, provider, financial-institution, compliance, production, and eligibility requirements. Participation in BRG Firm programs does not guarantee approval.
All-Inclusive Professional Tax Software
Access professional tax software built by and for tax preparers. Prepare individual Form 1040 federal, state, and local tax returns using professional tools designed for tax-office operations.
Professional technology for the work you already know how to do.
Unlimited Support
Get access to professional support in both English and Spanish, with no additional support fees. When questions arise, you don't have to figure everything out alone.
Real support when you need it.
Exclusive Mobile Tax App
Give clients a convenient way to securely send their tax information without having to visit a physical office. TaxesToGo® can help support a modern, mobile-friendly tax practice.
Convenient for you. Easier for your clients.
Integrated Bank Products
Access integrated bank-product options designed to help eligible tax offices offer additional refund-related solutions to clients while supporting efficient payment of fees.
More options for building your tax operation.
1 — PREPARE
Strengthen your tax preparation knowledge and professional foundation.
2 — LAUNCH
Build the systems, technology, compliance structure, and operational foundation for your tax business.
3 — GROW
Develop your client base, strengthen your brand, improve operations, and explore opportunities to build a team.
4 — SCALE
Expand offices, recruit preparers, and potentially pursuing Service Bureau opportunities.
READY TO EXPLORE THE OPPORTUNITY?
See What Building Your Own Tax Business Could Look Like.
Start by telling us about your tax experience, where you are today, and where you want to go. Your answers will help BRG Firm understand which part of the tax-business path is most relevant to you.
Industry Certified. Professional Excellence.
Start Building Your Tax Business Infrastructure Today.
Whether you are launching, operating, or scaling, BRG Firm provides the professional ecosystem to help you own your path.
Professional Tax Software & Tools
Access high-performance desktop and cloud solutions designed for volume preparers and growing firms. Our integrated ecosystem provides a seamless workflow for professional preparers and office owners.
Bank Product Solutions Integration
Real-Time Compliance Monitoring
Unlimited Multi-Office Support
TaxSlayer Pro
Desktop and cloud solutions integrated for high-volume firms.
Office Setup
Comprehensive tools to launch and manage your tax office infrastructure.
Systems Training
Training resources to master high-performance systems and support.
Partner Network
Strategic business development support and network resources.
Professional Network
BRG 10X Technology & Management Ecosystem
A unified infrastructure designed for high-volume firms and service bureaus. Our ecosystem integrates advanced tax technology with strategic management frameworks to drive professional scale and operational excellence.
Advanced Technology
- Enterprise Cloud Infrastructure
- Multi-Preparer Volume Tools
- Seamless E-File Hub
- Integrated Bank Product Solutions
Management Ecosystem
- Strategic Firm Compliance
- Multi-Office Operations Suite
- Revenue Cycle Automation
- Partner Growth Consulting
Technology Integration
Deploying high-performance desktop and cloud filing systems.
Operational Audit
Mapping current workflows to identify scaling bottlenecks.
Management Sync
Aligning multi-office reporting and revenue cycles.
Market Scaling
Active business development and network expansion.
WHERE ARE YOU IN YOUR TAX-BUSINESS JOURNEY?
LEARN
PREPARE
LAUNCH
OWN
BUILD
SCALE
LEAD