
Learn how to grow your Tax Business to 500+ clients with the right software, training, and support designed specifically for tax professionals. Click on the Learn More to get started and Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth, including full training, marketing assistance, and ongoing tax education support.


Learn how to grow your Tax Business to 500+ clients with the right software, training, and support designed specifically for tax professionals. Click on the Learn More to get started and Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth, including full training, marketing assistance, and ongoing tax education support.
Are you a tax professional or service bureau who’s struggling to have success in your tax business?
Are you a service bureau that's struggling to have 500 tax partners?
Are you a tax professional or service bureau stuck at 50 to 150 clients?
Do you want to attract more clients?
Are you Tired of sharing your hard-earned profit?
ARE YOU A service bureau or Tax professional that needs coaching the entire tax season?
Are you an experienced tax professional who wants to attract over 500 NEW clients?
Are you an experienced service bureau who wants to attract over 500 new partners?
Tax Software
tax software training
Tax education
Tax Law courses
Payroll setup
Tech support
Bank registration
Client forms
Experienced business coaching
The Blueprint to RXT Pro Series
Offer tax loans
Tax law updates
Marketing assistance
IRS Due Diligence training
Marketing tools
Business training
Website design
Logo design
Social media training
Business Automation
How to brand your business
One-on-one coaching
IRS registration
EFIN & PTIN set up
How to attract clients online and offline
How to attract over 500 clients
How to attract over 500 tax partners
Group training

Rachel Raymond is the Founder and CEO of RXT Pro Series, an experienced tax professional, entrepreneur, Service Bureau owner, software provider, and business mentor who has built her success from the ground up. After entering the tax industry with a determination to create a better future for her family, Rachel transformed her experience as a tax preparer into a multi-six-figure business and eventually expanded into software, mentorship, and Service Bureau
ownership.
Today, she uses the strategies, systems, and lessons that helped her scale to mentor tax professionals at every stage - from first-time PTIN holders to established EFIN and Service Bureau owners. Rachel's approach goes beyond teaching taxes; she focuses on helping entrepreneurs understand how to build the business behind the business, create structure, increase production, develop teams, and position themselves for long-term growth.
Through RXT Pro Series, her goal is to create more knowledgeable, confident, profitable industry leaders who are equipped not only to prepare returns, but to build, lead, scale, and create opportunities for others.
Purchase Tax Software
How to grow your Service BUreau to 500 parnters
how to grow your tax business to 500 clients
choose a business name and create a logo
register for an E-Service accouNt & apply for an EFIN
Apply for an EIN
Register your business with the state and apply for LLC
open a business bank account
apply for PTIN
purchase education & training
determine office location and business model
apply for business licenses & permits
how to MARKET your tax business online and OFFLINE
review the Tax Security Checklist
obtain business insurance
What office supplies are needed
organize a tax office
create office compliance
train your team members
properly open your office
Market Your Tax Business
