Get the friendly and professional service you deserve

At Cash Back Tax Solutions, we do more than file taxes — we help individuals and businesses stay compliant, plan ahead, and keep more of what they earn. (Click to learn more.)

Get the structure and 1-on-1 support you need to launch, manage, or grow your business. we provide personalized business and/or individual financial coaching to help you gain clarity, build structure, and make confident decisions. Whether you’re just starting out or trying to scale, we meet you where you are and guide you step-by-step toward your goals. We’ll help you operate like the CEO your business needs. (Click to learn more.)

Cash Back Tax Solutions is more than a software company, we offer a premium level of support like no other. Very affordable packages and NO EFIN REQUIRED​. Click to learn more

We offer a variety of services for the individual as well as small businesses. From notary to payroll to business and financial coaching, we offer essential services that support individuals and business owners year-round. (Click to learn more.)

Our Tax Mentorship Program is crafted to support both new and experienced tax professionals at every stage of building a thriving tax business. Whether you're just starting or aiming to expand your current practice, we offer personalized guidance, training, and resources to help you succeed. With hands-on support and mentorship, you’ll have everything you need to confidently grow and manage your business.

Whether you're a partner or not, we welcome you to take advantage of our premium online classes, which include live reviews with an instructor, along with a variety of resource materials and seminars designed to enhance your tax knowledge. Click here to learn more and elevate your skills today

At Cash Back Tax Solutions, we have a team of dedicated insurance agents whose goal is to empower you to make informed financial decisions. Through education and personalized guidance, we’ll help you navigate your options and choose the right financial solutions to achieve your goals. (term life insurance, investments, auto & home insurance and much more) Click here to learn more