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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.

Explore MWFS For Tax ProfessionalsRead Professional FAQs

Two offerings. One MWFS standard.

TaxNova is the software. ETE is the training.

Choose software with included training, or training on its own. Both support a consistent standard for compliance, due diligence, client service and business operations.

TaxNova by MWFS

Professional tax software and tiered tax-business infrastructure. Launch, Prime, Elite and Executive each include all ETE training applicable to your actual role — Foundations for everyone and advanced modules for the roles you perform, with no additional training charge. A higher software tier does not mean every advanced course.

Explore TaxNova software packages

ETE · Earned Through Excellence

A separate role-specific academy for outside MWFS tax professionals who want to learn or grow without buying TaxNova. Standalone ETE does not include a TaxNova software license or software access.

Explore standalone ETE Bootcamp

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 tax software and platform layer of the MWFS ecosystem. Every package includes role-applicable ETE training, alongside workflow guidance, compliance support and a professional community. Included training does not bypass agreement, verification, onboarding or software-access requirements.

  • 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
TaxNova Launch software package box

Tier 1 · Start

TaxNova Launch

Start your tax career.

Built for new and developing tax professionals.

Role-applicable ETE training included · No additional training charge

T1 Foundations for everyone; T2 for EROs, T3 for resellers and T4 for service bureaus, according to your actual role — not your software package level. Advanced modules are not automatically cumulative.

$297$497

Prices exclude applicable taxes. Taxes are calculated at checkout.

Base software fee · unchanged

$0 upfront TaxNova software enrollment

Partner fee disclosure · Before any commitment

You, the tax professional, owe MWomack Financial Solutions $297 base software fee + $250 additional convenience fee = $547 illustrative deferred obligation. The $250 is for choosing zero-upfront enrollment, NOT a charge to your first tax client. Software payment is deferred to first qualifying client proceeds under terms still awaiting approval. Not due immediately; neither fee is waived. Clear fee disclosure and an approved partner agreement are required before commitment.

First-client qualification and collection conditions, any deductions, what happens if there is no client or proceeds are insufficient, tax-fee handling, and refund/termination treatment remain unresolved for legal and CEO agreement review. No automatic deduction, payment arrangement or software access is activated. Role-applicable ETE training is included at no additional training charge; standalone ETE pricing is separate and unaffected.

Informational only · Existing buttons are not Fall Promo enrollment or payment links.

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.

70% to the tax professional / 30% to MWomack Financial Solutions.PTIN 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

  • ETE Foundations for everyone; all advanced ETE training applicable to your actual role included at no additional charge
  • 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 LaunchAsk about this tier
TaxNova Prime software package box

Tier 2 · Grow · Most chosen

TaxNova Prime

Grow your tax business.

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

Role-applicable ETE training included · No additional training charge

T1 Foundations for everyone; T2 for EROs, T3 for resellers and T4 for service bureaus, according to your actual role — not your software package level. Advanced modules are not automatically cumulative.

$497$1,297

Prices exclude applicable taxes. Taxes are calculated at checkout.

Base software fee · unchanged

$0 upfront TaxNova software enrollment

Partner fee disclosure · Before any commitment

You, the tax professional, owe MWomack Financial Solutions $497 base software fee + $250 additional convenience fee = $747 illustrative deferred obligation. The $250 is for choosing zero-upfront enrollment, NOT a charge to your first tax client. Software payment is deferred to first qualifying client proceeds under terms still awaiting approval. Not due immediately; neither fee is waived. Clear fee disclosure and an approved partner agreement are required before commitment.

First-client qualification and collection conditions, any deductions, what happens if there is no client or proceeds are insufficient, tax-fee handling, and refund/termination treatment remain unresolved for legal and CEO agreement review. No automatic deduction, payment arrangement or software access is activated. Role-applicable ETE training is included at no additional training charge; standalone ETE pricing is separate and unaffected.

Informational only · Existing buttons are not Fall Promo enrollment or payment links.

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
  • ETE Foundations for everyone; all advanced ETE training applicable to your actual role included at no additional charge
  • 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 PrimeAsk about this tier
TaxNova Elite software package box

Tier 3 · Scale

TaxNova Elite

Scale your tax business.

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

Role-applicable ETE training included · No additional training charge

T1 Foundations for everyone; T2 for EROs, T3 for resellers and T4 for service bureaus, according to your actual role — not your software package level. Advanced modules are not automatically cumulative.

$997$2,497

Prices exclude applicable taxes. Taxes are calculated at checkout.

Base software fee · unchanged

$0 upfront TaxNova software enrollment

Partner fee disclosure · Before any commitment

You, the tax professional, owe MWomack Financial Solutions $997 base software fee + $250 additional convenience fee = $1247 illustrative deferred obligation. The $250 is for choosing zero-upfront enrollment, NOT a charge to your first tax client. Software payment is deferred to first qualifying client proceeds under terms still awaiting approval. Not due immediately; neither fee is waived. Clear fee disclosure and an approved partner agreement are required before commitment.

First-client qualification and collection conditions, any deductions, what happens if there is no client or proceeds are insufficient, tax-fee handling, and refund/termination treatment remain unresolved for legal and CEO agreement review. No automatic deduction, payment arrangement or software access is activated. Role-applicable ETE training is included at no additional training charge; standalone ETE pricing is separate and unaffected.

Informational only · Existing buttons are not Fall Promo enrollment or payment links.

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 referAccept the 12-month agreement and package responsibilities before self-service paymentApplicable credential review after payment (EFIN/prior-season volume if you have them; alternative training if you don't) before privileged accessActive PTIN required before software access — not a checkout requirementAdvanced workload and complexity — beginners may choose this tier; it is advice, not a restriction

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
  • ETE Foundations for everyone; all advanced ETE training applicable to your actual role included at no additional charge
  • 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.

Apply for Elite

Application and approval are required before payment or enrollment. Approved applicants receive next steps privately.

TaxNova Executive software package box

Tier 4 · Expand

TaxNova Executive

Expand your tax organization.

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

Role-applicable ETE training included · No additional training charge

T1 Foundations for everyone; T2 for EROs, T3 for resellers and T4 for service bureaus, according to your actual role — not your software package level. Advanced modules are not automatically cumulative.

$1,997$3,497

Prices exclude applicable taxes. Taxes are calculated at checkout.

Base software fee · unchanged

$0 upfront TaxNova software enrollment

Partner fee disclosure · Before any commitment

You, the tax professional, owe MWomack Financial Solutions $1,997 base software fee + $250 additional convenience fee = $2247 illustrative deferred obligation. The $250 is for choosing zero-upfront enrollment, NOT a charge to your first tax client. Software payment is deferred to first qualifying client proceeds under terms still awaiting approval. Not due immediately; neither fee is waived. Clear fee disclosure and an approved partner agreement are required before commitment.

First-client qualification and collection conditions, any deductions, what happens if there is no client or proceeds are insufficient, tax-fee handling, and refund/termination treatment remain unresolved for legal and CEO agreement review. No automatic deduction, payment arrangement or software access is activated. Role-applicable ETE training is included at no additional training charge; standalone ETE pricing is separate and unaffected.

Informational only · Existing buttons are not Fall Promo enrollment or payment links.

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 feesAccept the 12-month agreement and package responsibilities before self-service paymentApplicable credential review after payment (EFIN/prior-season volume if you have them; alternative training if you don't) before privileged accessActive PTIN required before software access — not a checkout requirementAdvanced workload and complexity — beginners may choose this tier; it is advice, not a restriction

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, you accept the agreement and package responsibilities before self-service payment, and applicable credentials are reviewed after payment before privileged access. Newer professionals may choose this tier, but should expect a heavier workload and more complexity.

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
  • ETE Foundations for everyone; all advanced ETE training applicable to your actual role included at no additional charge
  • 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.

Apply for Executive

Application and approval are required before payment or enrollment. Approved applicants receive next steps privately.

$0 upfront TaxNova software enrollment

$0 upfront TaxNova software enrollment across all four packages, with role-applicable ETE training included at no additional training charge. Software fees are deferred to proceeds of your first qualifying client, not waived. Subject to approved partner terms; promo enrollment is not open here.

Partner fee disclosure — before any commitment: the tax professional owes MWomack Financial Solutions the base software fee plus an additional $250 convenience fee for selecting zero-upfront TaxNova software enrollment. The $250 is NOT a charge to the first tax client and is not included in the base software price. Software payment is deferred to first qualifying client proceeds; collection mechanics remain subject to approved terms. Neither fee is waived or collected immediately. Illustrative totals remain pending approved collection terms; promo enrollment is not open here. This obligation must be clearly disclosed before commitment and included in the attorney-reviewed partner agreement; no agreement is approved or changed here.

First-client qualification and collection conditions, any deductions, what happens if there is no client or proceeds are insufficient, tax-fee handling, and refund/termination treatment remain unresolved for legal and CEO agreement review. No automatic deduction, payment arrangement or software access is activated. Role-applicable ETE training is included at no additional training charge; standalone ETE pricing is separate and unaffected.

Ask about Fall Promo terms

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, application and approval before payment or enrollment. Revenue share terms and support levels are governed by your signed agreement.

Where to start

Five steps from choosing your tier to open for business.

  1. 01

    Take the assessment

    Get a package recommendation. It is advice only — you can choose any tier.

  2. 02

    Select your tier

    Pick the package that fits your goals. Elite and Executive carry more workload and complexity, but beginners are not automatically restricted.

  3. 03

    Accept agreement and responsibilities

    Review and accept the 12-month agreement and your package responsibilities. It does not renew automatically — renewal requires a new acceptance.

  4. 04

    Self-service checkout

    Pay for your selected package online.

  5. 05

    Verification and onboarding

    After payment, submit the credentials that apply to you and complete self-paced onboarding.

  6. 06

    Training and access checks

    Core training is mandatory for every partner, plus tier-specific training where applicable. Software access opens only after verified payment, your accepted agreement, required verification and onboarding.

ETE · Earned Through Excellence

Standalone ETE Academy

Role-specific education for outside MWFS tax professionals — from tax preparation foundations to service bureau leadership. No TaxNova software purchase is required.

ETE develops the MWFS standard for tax compliance, due diligence, client service and business operations. Excellence is demonstrated through preparation, documentation, integrity and execution — not income promises.

Every TaxNova package includes all ETE training applicable to the partner's actual role at no additional charge: T1 for everyone, T2 for EROs, T3 for resellers and T4 for service bureaus. Do not pay twice for included training. Advanced modules are role-specific, not necessarily cumulative; resellers are not assumed to need all ERO modules.

Standalone ETE is training only, with no independent software license or software access. The CEO-approved founding-cohort prices below are total standalone tier prices, not add-on fees. Enrollment inquiries only — enrollment and payment are not open.

T1 · ETE Academy

Tax Professional Foundations

Every tax professional

$197

CEO-approved founding-cohort total

Training only · Enrollment inquiries

T2 · ETE Academy

ERO Operations

Electronic Return Originators (EROs)

$397

CEO-approved founding-cohort total

Training only · Enrollment inquiries

T3 · ETE Academy

Reseller Development

Tax software resellers

$697

CEO-approved founding-cohort total

Training only · Enrollment inquiries

T4 · ETE Academy

Service Bureau Leadership

Service bureau leaders

$997

CEO-approved founding-cohort total

Training only · Enrollment inquiries

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
Inquire about standalone ETE enrollment

Ask MWFS about your role and the approved founding cohort. No software purchase is required; an inquiry does not enroll you or take payment.

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.

Join Professional TrainingExplore Professional Education

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.