Inquiry Intake Form

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My Journey From Corporate Grind To CEO

Services

Software OnlyProfessional Tax SoftwareOur professional tax software is designed to equip tax preparers with the tools they need to operate efficiently and profitably. The platform includes advanced tax preparation features, built-in compliance checks, e-filing capabilities, and bank product integrations. With a user-friendly interface and secure data handling, this software allows you to manage clients seamlessly while keeping 100% of your preparation fees.

$499.99 Quantity

Software/MentorshipD5 Tax Services – Software and Mentorship PackageThis package is built to provide both the tools and the guidance you need to succeed in the tax industry.Professional Tax Software: Our secure, user-friendly platform is designed to maximize your efficiency and profitability. With advanced compliance features, e-filing, bank product integration, and reporting tools, you can serve your clients with confidence while keeping 100% of your prep fees.Mentorship Services: Beyond software, you’ll receive one-on-one mentorship designed to help you grow your business strategically. We provide guidance on marketing, pricing, client acquisition, compliance, and operations. You’ll gain ongoing support to avoid costly mistakes and learn proven methods to scale your tax business successfully.Together, this combination delivers not only the software to operate effectively but also the mentorship to grow with clarity and confidence.

$579.99 Quantity

Software/Mentorship TeamsD5 Tax Services – Business Growth PackageThe Business Growth Package is designed for tax professionals who want more than just software it’s built for those ready to lead, grow, and scale their own teams with confidence.With this package, you’ll receive:Professional Tax Software: A secure, efficient, and fully integrated platform equipped with advanced compliance tools, e-filing, reporting, and bank product integration. Keep 100% of your prep fees while running a smooth and profitable operation.Mentorship for Team Leaders: Ongoing mentorship tailored for tax professionals who are managing their own teams. Learn proven strategies for leadership, business growth, client acquisition, operations, and compliance while building a profitable and sustainable practice.Team Training + Software Integration: Comprehensive hands-on training for you and your entire team to ensure everyone is fully equipped to use the software effectively. Training covers tax preparation procedures, compliance requirements, workflow efficiency, and client service excellence.This all-in-one solution empowers you and your team with the tools, training, and guidance to not only prepare accurate returns but also build a thriving tax business with lasting success.

$799.99 Quantity

Free 30-min ConsultationConsultations may be held as one on ones or groups

$ Free Quantity
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D5 Tax Services – Professional Software & Mentorship Disclosure

By signing this agreement, the client acknowledges and agrees to the following terms:

Refund Policy: No refunds will be issued after three (3) days from the date of software or mentorship service submission and payment.
Client Responsibility: The client is fully responsible for any chargebacks initiated on their payment.
Payment Recovery Authorization: The client grants D5 Tax Services, LLC permission to recover any returned, disputed, or reversed payments by any means deemed appropriate by D5 Tax Services. The client is also responsible for any fees, costs, or expenses that may occur in the attempt to collect such chargebacks or returned payments.
Scope of Services: This disclosure covers both access to professional tax software and the mentorship services provided by D5 Tax Services, which may include but are not limited to training, business guidance, and ongoing professional support.
Binding Agreement: By signing below, the client agrees to all terms and conditions outlined in this disclosure.

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Inquiry Form