MWFS for tax professionals

Built for tax professionals who want to build the right way.

MWFS doesn't just teach people how to generate revenue preparing tax returns. We help develop knowledgeable, compliant, system-driven tax professionals.

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The ecosystem

More than software. A standard for tax professionals.

A sustainable tax business requires more than software. It requires education, compliance, processes, documentation, professional systems, client experience, and accountability. MWFS helps professionals build all of it.

Free Tax Professional Resource Hub

PTIN and EFIN basics, due diligence, client intake, workflow, documentation, data security, pricing, and a full tax business startup checklist — free.

Open the resource hub

Education
Tax software
Compliance
Due diligence
Systems
Client experience
Marketing education
Business operations
Professional accountability
Growth strategy

TaxNova

Professional tax software, supported by education and systems.

TaxNova is the professional software layer of the MWFS ecosystem — but software alone has never built a practice. TaxNova is delivered alongside training, workflow guidance, compliance support, and a professional community.

Professional tools
Streamlined workflow
Support
Training
Growth
Compliance
Client experience

TaxNova packages

More than tax software. An ecosystem built for growth.

TaxNova was created for tax professionals who want more than access to software. We provide the training, technology, systems, resources, and support needed to build a professional, compliant, and scalable tax business. Whether you're preparing your first return, growing an established client base, building a team, or developing your own tax software organization, there is a package designed for your next level.

Start

Launch

Build your foundation and develop as a tax professional.

Grow

Prime

Strengthen your systems, expand your clientele, and build your business.

Scale

Elite

Develop your team, increase your capacity, and strengthen your operation.

Expand

Executive

Build your software organization, develop other professionals, and create scalable revenue.

Launch → Prime → Elite → Executive · Start. Grow. Scale. Expand.

Not sure which level fits you?

Take the 3–5 minute TaxNova Package Match Assessment. It evaluates your experience, compliance readiness, systems, and growth goals to recommend the right level — not simply the highest level.

Take the assessment

Tier 1 · Start

TaxNova Launch

Start your tax career.

Built for new and developing tax professionals.

$197$497

TaxNova Launch is the entry point into the TaxNova ecosystem. It is designed for individuals who are ready to enter the tax industry but need the education, infrastructure, systems, and support to build a strong professional foundation.

You do not have to know everything before you begin. You do have to be willing to learn, implement, maintain professional standards, and take compliance seriously.

Launch isn't simply about learning how to enter numbers into tax software. We teach you how to understand your responsibilities as a tax professional, properly document your files, communicate with clients, follow established procedures, and build a business rooted in integrity.

60/40 revenue sharePTIN required

Who should choose Launch?

New to the tax industry

Ideal for someone new to the industry, still developing their tax knowledge, who wants additional guidance or oversight and values an established system to follow. You should be coachable, willing to complete training, receptive to feedback, and committed to doing things the right way.

Your goal at this level: Build the knowledge, confidence, experience, and professional foundation necessary to become a successful tax professional.

Launch includes

Professional TaxNova tax preparation software
Comprehensive onboarding
Tax preparation education and training
Due diligence and compliance training
Client intake and documentation procedures
Tax preparation workflow education
Return review and quality-control guidance
Client communication training
Tax-season preparation
Marketing and client acquisition education
Business development resources
Access to TaxNova training and resources
Ongoing support throughout tax season

Start here. Build it right.

Get Launch Ask about this tier

Tier 2 · Grow · Most chosen

TaxNova Prime

Grow your tax business.

Built for experienced tax professionals ready for greater independence and growth.

$497$1,297

TaxNova Prime is the next level for professionals who already understand the fundamentals of tax preparation and are ready to build a stronger, more organized, and more profitable tax business.

At this stage, the conversation shifts from learning how to prepare returns to understanding how to operate an actual business. Prime provides the TaxNova infrastructure while giving established professionals greater independence over their clients, processes, marketing, and growth.

TaxNova provides the infrastructure and education, but you are responsible for implementing the systems, developing your clientele, maintaining professional standards, and building the business you want.

No revenue sharePTIN required

Who should choose Prime?

Experienced preparers building a business

For professionals who already have industry experience and clients, and are ready to strengthen their business operations with better systems, stronger infrastructure, and an ecosystem that supports growth.

Your goal at this level: Transition from simply preparing tax returns to intentionally building a sustainable tax business.

Prime includes

Professional TaxNova tax preparation software
Advanced onboarding and implementation
TaxNova business resources
Compliance and due-diligence resources
Client management systems and strategies
Client intake and onboarding guidance
Marketing and client acquisition education
Client retention strategies
Professional communication resources
Workflow and process development
Automation and organization strategies
Tax-season planning and preparation
Business development education
Revenue-growth strategies
Access to ongoing TaxNova training
Professional tax-season support

You know taxes. Now build the business.

Get Prime Ask about this tier

Tier 3 · Scale

TaxNova Elite

Scale your tax business.

Built for experienced tax professionals, EROs, and emerging tax-office leaders.

$997$2,497

TaxNova Elite is designed for professionals ready to move beyond building an individual client base and begin developing a larger tax operation.

At the Elite level your role changes. You're no longer responsible only for your own performance — you're learning how to build systems that allow additional professionals to operate successfully within your organization. That requires leadership, structure, accountability, training, and compliance.

Growth without systems creates chaos. Adding more clients and more preparers also creates greater responsibility, and your operation must be able to support the volume you're trying to create.

50% service bureau fee on partners you referEFIN requiredPTIN required

Who should choose Elite?

Established pros building a team

For experienced professionals ready to increase capacity, develop a team, strengthen leadership skills, and build an operation that functions beyond their individual production. You should already understand the fundamentals of tax preparation and be prepared to accept the responsibility that comes with leadership.

Your goal at this level: Build the systems, leadership, infrastructure, and team necessary to scale your tax business responsibly.

Elite includes

Professional TaxNova tax software infrastructure
50% of the service bureau fee for every partner you bring in
Advanced business onboarding
Team-building and development resources
Tax preparer onboarding systems
Leadership and management education
Compliance oversight education
Due-diligence systems
Operational workflow development
Team expectations and accountability systems
Marketing and client acquisition strategies
Client-management systems
Business automation strategies
Revenue and growth planning
Tax-season operational planning
Scaling education
Advanced TaxNova training and resources
Ongoing professional support

Stop doing everything yourself. Build the operation — and earn extra income from every partner you refer.

Get Elite Ask about this tier

Tier 4 · Expand

TaxNova Executive

Expand your tax organization.

Built for established professionals and entrepreneurs entering the tax software and service bureau space.

$1,997$3,497

TaxNova Executive is the highest level within the TaxNova ecosystem — not simply an upgraded software package. It is designed for established professionals ready to expand beyond personally preparing returns or managing a single office and begin developing a larger tax organization.

At this level the focus shifts toward software growth, ERO development, organizational leadership, operational infrastructure, and scalable revenue.

True scalability isn't about selling more software. It is about building an infrastructure capable of supporting the growth you create. Systems matter. Leadership matters. Compliance matters. Your reputation matters.

100% of all back-end feesEFIN requiredPTIN requiredApproval required

Who should choose Executive?

Firm owners and service bureaus

For experienced professionals with established industry knowledge, strong business practices, and the capacity to support a larger organization. Because of the level of access and responsibility involved, admission may be subject to qualification and approval — purchasing power alone does not determine fit.

Your goal at this level: Develop a scalable tax software organization capable of creating opportunities, supporting other professionals, and generating revenue beyond your individual production.

Executive includes

Advanced TaxNova software infrastructure
Executive-level onboarding
100% of all your back-end fees retained
Service bureau development education
Software-office growth strategies
ERO development and relationship strategies
Organizational structure guidance
Office and professional onboarding systems
Leadership development
Compliance and operational education
Training infrastructure development
Business process development
Marketing and acquisition strategies
Retention strategies
Revenue planning
Organizational scaling education
Executive business-development resources
Advanced TaxNova training
High-level professional support

You're not just building a tax business anymore. You're building an organization — and keeping 100% of your back-end income.

Get Executive Ask about this tier

Find your TaxNova level

You don't have to start at the highest level — you need to start at the right level. At TaxNova, growth is earned through education, implementation, integrity, and excellence. We don't believe in giving someone software and sending them into the tax industry unprepared. We believe in developing knowledgeable professionals, building compliant businesses, implementing strong systems, and creating organizations equipped for sustainable growth.

TaxNova isn't just where you prepare returns. It's where you build what's next.

Prices reflect current promotional pricing and are subject to change. A valid PTIN is required for all tiers; Elite and Executive additionally require your own EFIN. Executive admission may be subject to qualification and approval. Revenue share terms and support levels are governed by your signed agreement.

Where to start

Five steps from purchase to open for business.

01
Choose your package
Select the tier that matches your experience, credentials, and goals.
02
Review and sign
Read and sign your agreement so expectations are documented on both sides.
03
Onboarding meeting
Meet your onboarding contact to configure software and set your calendar.
04
Business mastery training
Complete compliance, due diligence, and practice-systems training.
05
Open your tax business
Go live with software, systems, and support already in place.

Earned through excellence

Excellence is not something you claim. It is something you demonstrate.

Preparation, education, compliance, discipline, integrity, and execution. MWFS prepares tax professionals to operate with a standard that protects both their business and their clients.

Compliance & Due Diligence

Tax compliance
Due diligence requirements
Client documentation
Data security

Preparation Standards

Tax preparation processes
Internal review
Recordkeeping
Professional standards

Practice Systems

Systems design
CRM implementation
Client onboarding
Workflow management

Client Experience

Communication standards
Appointment structure
Service delivery
Follow-up

Marketing & Branding

Professional branding
Ethical marketing education
Positioning
Retention

Business Development

Operations
Pricing and profitability
Scaling responsibly
Growth planning

Service bureau

Support for firm owners building their own network.

For established professionals, MWFS offers service bureau opportunities and mentorship focused on compliant operations, quality control, and professional development — never on volume at the expense of accuracy.

What we don't say

We don't tell professionals they can dominate the industry, that anyone can prepare taxes, that returns take minutes, or that six figures is guaranteed. Those claims create liability for professionals and harm for clients. MWFS teaches the work.

Next step

Build a practice that holds up to scrutiny.

Tell us where your practice is today — new, growing, or restructuring — and we'll walk you through the right entry point.

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MWomack Financial Solutions does not guarantee income, client volume, or business results for tax professionals. Software features, training availability, and service bureau opportunities are subject to eligibility, agreement terms, and applicable regulations. Professionals remain responsible for their own compliance with IRS rules and state requirements.