LEARN
HOW TO GROW
YOUR OWN
PROFITABLE 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.
At MT Xpress Tax Services, we believe taxes are more than just forms and figures they’re a gateway to financial growth and stability.
Our commitment is to stand alongside you as a trusted partner, helping you maximize every opportunity and move closer to your financial goals.
With the right strategies and guidance, your tax journey can become a powerful tool for building wealth and securing a brighter future.
Start today, and let us help you turn possibilities into lasting success.
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
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?
TRAINING &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 strategies
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
"I have had the privilege of working under Mrs. Tooks, whose leadership and dedication have been both inspiring and impactful. Through her guidance, I have grown as a tax professional and strengthened my role with
MT XPress Tax Services as a trusted partner. Mrs. Tooks has not only been a trainer and coach but also a true mentor, helping me sharpen my skills, build confidence, and serve clients with excellence. I’m looking forward towards many more great years."
- Chenet
OUR SERVICES
Join our comprehensive coaching experience designed to elevate your tax business to the next level. This power-packed program equips you with the knowledge, tools, and strategies needed to operate with confidence and scale with purpose. You’ll gain expert guidance in strategic business planning, marketing execution, team development, advanced tax education, and software mastery. Beyond training, we provide real-world action steps and proven systems that you can immediately apply to grow your client base and increase revenue.
Whether you’re just getting started or looking to expand an existing practice, this coaching experience is built to help you create a strong foundation, maximize efficiency, and position your business for long-term success.
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
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