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TAX MASTERS
UNIVERSITY
TAX MASTER UNIVERSITY

Prepare Taxes Under Our Office. Keep Your Share.

We don't just provide tax education — we hand you the playbook to win. No EFIN. No software to buy. Become a Tax Partner under our office, get trained on real returns, and start earning a share of every fee you bring in.

Apply to Enroll See the Tiers

Why Become a Tax Partner

No EFIN. No software to buy. Work under our office, get trained on real returns, and start earning — while you learn from a founder who's been in your shoes.

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Earn While You Learn

Prep real returns under our office and keep your share of every tax return filed — no waiting until you "graduate" to start making money.

★

Mentorship From Melanie

Direct coaching from a founder with 7+ years of tax experience and 50+ mentees trained. You won't be left figuring it out alone.

⚡

Everything Included

Full tax prep training, hands-on software access, earnings tracking, and PTIN application support — all built into your membership. Branded client CRM available as an optional add-on after enrollment.

Choose Your Partnership Tier

Two ways to partner. Both include full training, software access, and year-round mentorship — pick the split that matches how you want to grow.

We don't just provide tax education.
We hand you the playbook to win.

🔒 Unlock Pricing

Enter your info below — pricing unlocks instantly, no waiting, no spam.

Tax Master University Gold Tier 50/50
Gold Tier

50 / 50 Split

Keep 50%
$150
to get started
You keep 50%
of every tax return filed
🔒 Complete the form above to apply
Apply for Gold Tier
Tax Master University Silver Tier 60/40
Silver Tier

60 / 40 Split

Keep 60%
$225
to get started
You keep 60%
of every tax return filed
🔒 Complete the form above to apply
Apply for Silver Tier
Tax Master University Platinum Tier 70/30
Platinum Tier

70 / 30 Split

Keep 70%
$325
to get started
You keep 70%
of every tax return filed
🔒 Complete the form above to apply
Apply for Platinum Tier
Every Tier Includes

Complete Program Benefits

The only difference between tiers is your payout share

Work under our office — no EFIN required
Full tax preparation training
Weekly Zoom coaching sessions
Self-paced online course
Professional software access + training
Year-round mentorship
PTIN application support
Client intake form — ready to use day one
CRM access for payroll and training manuals
Refund advances for your clients up to $7,500
Want to speak first? Book a free one-on-one consult with Melanie so she can walk you through the tiers and help you pick what's right for you.
📅 Book a 1-on-1 Consult with Melanie

Already filed 100+ returns and ready to build your own tax practice? Schedule a consult with Melanie about professional tax software.

How It Works

From application to your first client — here's the path.

1

Register

Submit the quick registration form. Pricing & next steps shown right after.

2

Pick Your Tier

Choose Gold (50/50) or Platinum (70/30). Melanie will help you decide what fits.

3

Train & Get Set Up

Full tax prep training, software access, PTIN support, and your earnings dashboard.

4

File & Earn

Prep returns under our office and keep your share — every payout tracked.

Meet Your Instructor

Melanie Romero, Founder of Tax Masters

Melanie Romero

Founder & Owner · Tax Master University

A self-made entrepreneur in the tax business since 2018, Melanie brings 7+ years of experience and has helped more than 50 mentees build additional income through tax preparation — part-time or full-time.

She launched Tax Master University to share the skills, systems, and confidence it takes to run a profitable tax practice. Every class gets her direct attention.

7+ Yrs
In the Industry
50+
Mentees Trained
Ready to Enroll in Class
Dear Future Tax Partner,

If you've ever wanted to build extra income preparing taxes — without buying your own software, applying for an EFIN, or going it alone — this program was built for you.

I started right where you are. No corporate office, no big team. Just a PTIN, a willingness to learn, and someone who believed in me. Now I get to be that person for the next wave of preparers, and I take it personally.

My promise to you: real training, real mentorship, real support. You won't be handed a login and left alone. I'll walk you through your first returns, answer your questions, and show you exactly how I built this practice — so you can build yours.

See you in class,

Melanie Romero
FOUNDER & OWNER  ·  TAX MASTER UNIVERSITY
NEW · OPTIONAL ADD-ON

Add a Branded Client CRM

After you graduate, keep your clients year-round on autopilot — branded emails, seasonal reminders, and your own Tax Masters company phone extension (Pro tier). Your clients only ever see the Tax Masters company number, never your personal cell. 🔒

ESSENTIALS

Simple CRM

$100 /year
🔒 Pricing locked
Paid once · covers the year
  • ✓ Up to 100 clients
  • ✓ Branded yourname@taxmastersatwork.com
  • ✓ 4 seasonal email blasts/year
  • ✓ Replies forward to your personal inbox
  • ✓ Your photo & signature on every email
Activate Essentials
🔒 Complete the form above to unlock pricing
RECOMMENDED
PRO

Upgraded CRM

$250 /year
🔒 Pricing locked
Paid once · covers the year
  • ✓ Up to 250 clients
  • 📞 Your own company extension on (888) 516-8802
  • ✓ Monthly email campaigns + custom drips
  • ✓ Birthday + holiday touchpoints
  • ✓ Referral request automation
  • 🎯 Lead-capture funnel page
Activate Pro
🔒 Complete the form above to unlock pricing
👀 See exactly what it looks like

Preview the full demo + 6 sample emails your clients would receive. Or call (888) 516-8802 right now to hear what your branded company line sounds like.

Preview CRM Demo →

Ready to become a Tax Partner?

Spring 2026 registration is open. Three tiers to choose from — 50/50, 60/40, or 70/30 payout split.

🔒
Applications open after you unlock pricing
Complete the quick unlock form above (name, email, phone) and your tier apply buttons will appear here instantly.
↑ Unlock Pricing First
Apply 50/50 · $150 Apply 60/40 · $225 Apply 70/30 · $325

Not sure which tier? Call (888) 516-8802 — we'll walk you through it.

Frequently Asked Questions

Do I need prior tax experience?

No. The program assumes zero prior experience. Full training is included — we start at the basics and walk you through real returns step by step.

Do I need an EFIN or my own tax software?

No. You work under our office, file under our EFIN, and use our software. That's the whole point of the Tax Partner program — you skip the cost and the paperwork and get to start earning.

What's the difference between Gold and Platinum?

Both include the same training, CRM, and mentorship. The difference is your earning split: Gold (50/50) keeps 50% of each return, Platinum (70/30) keeps 70%. The get-started fee is shown after you register.

What's a PTIN and do you help me get one?

A PTIN (Preparer Tax Identification Number) is required by the IRS for anyone paid to prepare returns. We walk you through the application step by step during onboarding.

How is training delivered?

Live virtual sessions plus recorded lessons you can review anytime, year-round mentorship, and Q&A access throughout the season. There's also a self-paced course you'll need to pass before you're added to the software — this makes sure you're ready to file accurate, state-compliant returns from day one.

When does the next class start?

Spring 2026 registration is currently open. Submit the registration form and Melanie will reach out with exact start dates.

What happens after I prepare 100+ returns?

Once you've built confidence and feel ready to build your own tax practice, schedule a consult with Melanie to talk about professional tax software and next steps.