MAXIMIZE REFUNDS
BUILD CREDIT, LAUNCH
YOUR TAX BUSINESS
We help all types of tax PRO's AND SERVICE BUREAUS
(beginner, intermediate, and experienced), Grow their
businesses to the next TIER from start to finish.
OUR SERVICES
Full-service tax, credit, and business solutions under one roof built to grow your wealth and your enterprise.
TAX PREPARATION
Maximize your refund with accurate, IRS-compliant filing for individuals, families, and small businesses. Same-day appointments available
.• Personal & Business Returns
• Audit Protection
•Refund Advance Options
CREDIT REPAIR
Dispute inaccuracies, rebuild your score, and unlock better rates. Personalized strategy with measurable results in 60–90 days.
.• .Credit Report Analysis
.• Dispute Letters & Tracking
.• Score Coaching
PUBLIC NOTARY
Certified notary services for contracts, affidavits, real-estate documents, and power of attorney — by appointment or walk-in.
•Mobile Notary Available
•Loan Signing Agent
•Apostille Coordination
BUSINESS FORMATION
Launch your LLC, S-Corp, or sole proprietorship the right way. We handle filings, EIN, operating agreements, and compliance.
.•LLC & S-Corp Filing
•EIN & State Registration
•Operating Agreements
HOW TO GET STARTED
STEP 1:
PURCHASE YOUR PREFERRED PACKAGE
STEP 2:
REVIEW & SIGN YOUR AGREEMENT
STEP 3:
SCHEDULE YOUR
ONBOARDING MEETING
STEP 4:
OPEN YOUR TAX
BUSINESS
OUR PACKAGES
Four tiers built for every stage from first-time filers launching their practice to established service bureaus scaling up.
LEVEL 1 SOFTWARE PACKAGE
ONLY $249 | WAS $599
NO EFIN REQUIRED
PTIN REQUIRED
LEVEL 2 SOFTWARE PACKAGE
ONLY $399 | WAS $999
NO EFIN REQUIRED
PTIN REQUIRED
LEVEL 3 SOFTWARE PACKAGE
ONLY $1599 | WAS $2599
EFIN REQUIRED
PTIN REQUIRED
LEVEL 4 SOFTWARE PACKAGE
ONLY $2499 | WAS $4599
EFIN REQUIRED
PTIN REQUIRED
WHY CHOOSE US?
Three things separate the tax pros who scale from the ones who stall. We give you all three.
TRAINING AND TECHNOLOGY
With MT XPRESS TAX SERVICES, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
MARKETING STRATEGY
The tax preparation business is more about location and marketing than it will ever be about preparing
taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and
successful tax business marketing strategies with you. We will guide you through these treacherous
waters and assist you with proven and effective guerilla marketing techniques that will lead you to a
path of success.
PERSONAL COACH
Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns.
Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
TESTIMONIALS
What our MENTEES are saying
Maureen Tooks has been an exceptional coach during this tax season. Through MT Xpress Tax Services, I've accomplished more than I could have anticipated. I can't wait to grow even larger with Mrs. Tooks and MT Xpress Tax Services. Thank you for this opportunity!"
- Shakura
“Having Maureen Tooks as my mentor has been a game-changer. She breaks down the business-building process in a way that’s easy to follow and is always there with support and encouragement. Because of her guidance, I’ve gained the confidence and knowledge to grow my business successfully. I can’t recommend her enough!”
- Deanna
Having Maureen, as my Tax Mentor at MT XPress Tax Services has been an amazing experience. She is very patient and knowledgeable. She definitely keeps you on your toes, and always remind you that you are a Boss. She has helped me grow in confidence as a business owner in this tax industry. She always shows up with support, encouragement, and the tools needed to succeed. Because of her mentorship, I have learned valuable skills and feel more prepared for growth in this Tax industry. I truly appreciate all she has poured into me and I’m beyond excited to see what’s coming next in this mentorship.
- Chenet Peterson
FILE FROM THE COMFORT
OF YOUR HOME WITH
MTXPRESS TAX SERVICES
MOBILE PHONE APP
ITS SIMPLE! DOWNLOAD OUR APP NOW TO START FILING!
OUR BANKING PARTNERS
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
CONTACT US
BUSINESS HOURS
Monday to Friday
9am to 7pm
Saturday
10am to 7pm
Sunday: Virtual Only
FOLLOW US
