Your Complete Guide to Launching, Licensing, and Leading a Profitable Tax Software Company

Part 1 is your foundation. This isn’t just theory—it’s your step-by-step playbook to get your tax software company off the ground the right way. You’ll learn how to set up your business structure, secure licensing, choose the right software provider, and position yourself as a credible authority from day one. I break down the legal, financial, and operational must-knows so you can launch with confidence and start generating revenue quickly. Whether you’re brand new or transitioning from ERO to service bureau, this is where your profitable journey begins.