Start or Grow Your 6 Figure Tax Empire

Join our thriving community of hundreds of tax professionals and unlock the secrets to exponential growth.

Start or Grow Your 6 Figure Tax Empire

Join our thriving community of hundreds of tax professionals and unlock the secrets to exponential growth.

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EARN, LEARN, GROW From tax preparation to software and mentorship — NextGen gives you the tools, training, and support to win in every part of the tax industry.

LEARN HOW TO

GROW YOUR OWN PROFITABLE

TAX OR SERVICE BUREAU BUSINESS

Next Gen Tax Solutions is where strategy meets results. We’re not your average tax company. We prepare taxes, train professionals, and power the software that runs the industry. We’re redefining what it means to be in the tax industry. From stress-free tax filing to hands-on training and powerful professional software, Next Gen gives clients and tax pros the tools to win. Built in the DC Metro area and Indianapolis, we’re creating the future of taxes smarter, faster, and Next.

How to get Started?

How to get Started?

Launch your own tax business with our professional

software packages

Perfect for self-motivated tax professionals ready to get started with a solid foundation.

Includes:

  • Professional Tax Software (Unlimited E-Files)

  • Bank Product Setup & Support

  • 24/7 Tech Support

  • No Revenue Share

Built for tax pros who want structure, automation, and guidance to grow confidently.

Includes everything in Starter,

plus:

  • 6 Months of GoHighLevel (CRM, Automations, and Client Management)

  • 6-Week Mentorship Program covering setup, operations, and marketing

  • Access to Private NextGen Community for ongoing support and networking

  • Priority Onboarding Support

  • No Revenue Share

For ambitious tax entrepreneurs ready to scale and lead with systems, branding, and mentorship.

Includes everything in Growth,

plus:

  • Professional Tax Software (Unlimited E-Files)

  • Branding Package (Logo, Flyer, and Social Media Graphics)

  • Advanced Automation & System Setup

  • 6 Months of GoHighLevel (included)

  • 6-Week Mentorship Program (advanced business growth and scaling)

  • Summer Rebate Incentive (available after 250 qualified clients)

  • Access to Private NextGen Community

  • Exclusive Bonuses & Leadership Resources

  • No Revenue Share

What you will

get from us

TRAINING

From launch to lasting success, you’ll receive hands-on training that equips you to run your tax business with confidence. We’ll walk you through every essential step — from mastering your software and maintaining compliance to managing clients and streamlining workflows — so your operations are smooth and professional from day one.

MENTORSHIP

You’ll work closely with an experienced mentor who knows what it takes to build and scale a thriving tax business. Through ongoing support, strategy sessions, and accountability, you’ll gain personalized insight and proven guidance to help you grow faster and sidestep costly mistakes.

TOOLS & RESOURCES

Get access to the same systems, templates, and tools trusted by top-performing tax pros. You’ll have everything you need to launch and scale — including marketing materials, automation workflows, client forms, contracts, and setup resources — giving your business structure, consistency, and room to grow year-round.

What you will

get from us

TRAINING

From launch to lasting success, you’ll receive hands-on training that equips you to run your tax business with confidence. We’ll walk you through every essential step — from mastering your software and maintaining compliance to managing clients and streamlining workflows — so your operations are smooth and professional from day one.

MENTORSHIP

You’ll work closely with an experienced mentor who knows what it takes to build and scale a thriving tax business. Through ongoing support, strategy sessions, and accountability, you’ll gain personalized insight and proven guidance to help you grow faster and sidestep costly mistakes.

TOOLS & RESOURCES

Get access to the same systems, templates, and tools trusted by top-performing tax pros. You’ll have everything you need to launch and scale — including marketing materials, automation workflows, client forms, contracts, and setup resources — giving your business structure, consistency, and room to grow year-round.

I didn’t come from money — I came from motivation.

I was a single mom working as a bus operator, praying for overtime and still trying to stretch every dollar. But deep down, I always knew I was meant for more. I just needed a lane that could take me there.

That lane turned out to be tax preparation.

What started as a side hustle to make extra income became the foundation of a multi–six-figure business. I studied, failed, learned, and built my own system — one that didn’t just make money but changed lives.

Now I’m the CEO of Next Gen Tax Solutions and Next Gen Tax Academy, where I help everyday people — single moms, dreamers, and hustlers — turn a skill into a business and a business into freedom.

I went from clocking in on someone else’s schedule to calling my own shots. From living check to check to showing others how to build real wealth from home.

And I do it all while staying true to who I am — a mom first, a boss always.

Because I’m not just running a business… I’m building an empire.

And if I can go from being a bus operator to a business owner, so can you. 💼✨

I didn’t come from money — I came from motivation.

I was a single mom working as a bus operator, praying for overtime and still trying to stretch every dollar. But deep down, I always knew I was meant for more. I just needed a lane that could take me there.

That lane turned out to be tax preparation.

What started as a side hustle to make extra income became the foundation of a multi–six-figure business. I studied, failed, learned, and built my own system — one that didn’t just make money but changed lives.

Now I’m the CEO of Next Gen Tax Solutions and Next Gen Tax Academy, where I help everyday people — single moms, dreamers, and hustlers — turn a skill into a business and a business into freedom.

I went from clocking in on someone else’s schedule to calling my own shots. From living check to check to showing others how to build real wealth from home.

And I do it all while staying true to who I am — a mom first, a boss always.

Because I’m not just running a business… I’m building an empire.

And if I can go from being a bus operator to a business owner, so can you. 💼✨

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.

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.

(202) 590-1107

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