At Rich Fanaticz Co, we focus on what most tax professionals are missing, structure. Our approach is centered around building and managing a producing team, implementing automation that reduces manual work, and creating systems that allow your business to grow beyond your individual effort. Instead of being the only one generating income, you’ll learn how to operate a business designed for scalability, consistency, and long-term success.

Choose the package that aligns with your business goals.

Review and sign the agreement to move forward.

Book a session to discuss your goals and expectations.

Learn the skills to launch and grow your tax business.

Open your office and start serving clients with confidence.

Start preparing taxes with zero upfront cost. Keep 70% of every return you file while we handle the software, compliance, and support..... READ MORE >

Become an Electronic Return Originator and take full control of your tax business. Get the tools, training, and resources you need to file returns....... READ MORE >

A VIP software package designed to help you start and scale with ease, even with no prior experience. This all in one solution equips you with the tools, systems... READ MORE >

Launch your own service bureau and prepare taxes for other professionals. Learn how to set up, manage, and profit from a service bureau model while ....... READ MORE >
SCALABLE SYSTEMS
Many tax professionals stay overwhelmed because their business depends completely on manual work, inconsistent communication, and last-minute organization. Without systems, growth becomes stressful instead of profitable. We help you implement scalable systems that improve client experience, automate workflows, organize operations, and create consistency throughout your business. The goal is to help you run your tax office like a real operation, not a seasonal hustle.
PERSONALIZED COACHING
Having access to information is one thing, having access to real guidance is another. Many professionals stay stuck because they have nobody helping them identify problems, improve their structure, or make better business decisions. Our personalized coaching gives you direct support, accountability, and mentorship from someone who understands the industry firsthand. We help you navigate challenges, avoid unnecessary mistakes, and develop strategies that support long-term growth.
TRAINING & TECHNOLOGY
Most tax professionals never struggle because of tax knowledge, they struggle because they were never taught how to properly operate the business side of the industry. We provide the training, technology, and support needed to help you move with confidence and structure. From software education and office setup to industry processes and operational guidance, we help you build a solid foundation so you can stop guessing your way through tax season and start operating like a professional business owner.
BRANDING & POSITIONING
A lot of tax professionals are posting every day but still getting overlooked because their brand looks like everyone else’s. In today’s industry, visibility alone is not enough, positioning is what creates trust, authority, and conversions. We teach you how to build a brand that attracts clients, recruits team members, and separates you from the competition. From social media strategy to authority-based marketing, we help you become known instead of just seen.
BUSINESS STRUCTURE
One of the biggest mistakes tax professionals make is focusing only on preparing returns while completely neglecting the structure behind the business. Without proper structure, growth eventually creates confusion, burnout, and inconsistency. We teach you how to build the operational foundation needed to scale properly, including workflows, organization, leadership, systems, and long-term business strategy. This is how you transition from simply working in the business to actually building one.

If you're already making moves in the tax industry and you're ready to take things even further, welcome. Our Service Bureau Mentorship at Rich Fanaticz Co. is for experienced service bureau owners who are ready to scale, lead with confidence, and build real legacy. This isn’t beginner-level stuff, it's high-level support, strategy, and guidance designed for people who’ve already put in the work and want to go even bigger. If that sounds like you, apply now and let’s grow something powerful together.

If you're already making moves in the tax industry and you're ready to take things even further, welcome. Our Service Bureau Mentorship at Rich Fanaticz Co. is for experienced service bureau owners who are ready to scale, lead with confidence, and build real legacy. This isn’t beginner-level stuff, it's high-level support, strategy, and guidance designed for people who’ve already put in the work and want to go even bigger. If that sounds like you, apply now and let’s grow something powerful together.

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.
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