BUILDER PATH
Build A
Tax Business.
You know how to prepare taxes. Now it's time to build the business behind the returns. Get the software, systems, strategy and support you need to operate confidently as an ERO and build something that's yours.
BUILDER PATH
Build A
Tax Business.
You know how to prepare taxes. Now it's time to build the business behind the returns. Get the software, systems, strategy and support you need to operate confidently as an ERO and build something that's yours.
YOUR INVESTMENT
$500
STARTING INVESTMENT
Software, setup & business foundation.
$200 BACKEND
per qualifying funded return.
YOUR INVESTMENT
$500
STARTING INVESTMENT
Software, setup & business foundation.
$200 BACKEND
per qualifying funded return.
A FOUNDATION
FOR YOUR BUSINESS.
The Builder Path gives you more than access to tax software. We help you put the structure behind it — your setup, pricing, workflow, client process and season strategy — so you can operate your tax business with confidence.
You're not just buying software and being left to figure out the rest. You're building the foundation for a business that can grow with you.
YOUR BUSINESS. YOUR FOUNDATION. YOUR NEXT LEVEL.
WHAT'S
INCLUDED?
Professional Tax Software
Operate your business through professional tax preparation software built for tax professionals.
Software Setup & Onboarding
Get your account configured and learn how to navigate and operate your system confidently.
Bank Product Enrollment Support
Guidance through available bank-product enrollment and setup.
ERO Business Foundation
Build the structure behind your tax business - from pricing and fees to workflow and season preparation.
Pricing & Profit Strategy
Understand what you're charging, what you're keeping and how your return volume transiates to revenue.
Client Workflow & Operations
Create a cleaner process for intake, preparation, client communication, completion and follow-up.
Room to Grow
Your infrastructure can support adding PTIN preparers when your business is ready to expand.
Ongoing M&B Support
Get software and operational support from a team that understands the business behind tax preparation.
WHAT'S INCLUDED?
.
Professional Tax Software
Operate your business through professional tax preparation software built for tax professionals.
.
Software Setup & Onboarding
Get your account configured and learn how to navigate and operate your system confidently.
.
Bank Product Enrollment Support
Guidance through available bank-product enrollment and setup.
.
ERO Business Foundation
Build the structure behind your tax business - from pricing and fees to workflow and season preparation.
.
Pricing & Profit Strategy
Understand what you're charging, what you're keeping and how your return volume transiates to revenue.
.
Client Workflow & Operations
Create a cleaner process for intake, preparation, client communication, completion and follow-up.
.
Room to Grow
Your infrastructure can support adding PTIN preparers when your business is ready to expand.
.
.
Ongoing M&B Support
Get software and operational support from a team that understands the business behind tax preparation.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Tell us about your experience, current business, production and where you're trying to go.
02
BUILD
We'll help establish your software, bank products and core business infrastructure.
03
SETUP
Complete onboarding and get your pricing, workflow and season operations ready.
04
LAUNCH
Operate your tax business with the tools, structure and ongoing support behind you.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Tell us about your experience, current business, production and where you're trying to go.
02
BUILD
We'll help establish your software, bank products and core business infrastructure.
03
SETUP
Complete onboarding and get your pricing, workflow and season operations ready.
04
LAUNCH
Operate your tax business with the tools, structure and ongoing support behind you.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Tell us about your experience, current business, production and where you're trying to go.
02
BUILD
We'll help establish your software, bank products and core business infrastructure.
03
SETUP
Complete onboarding and get your pricing, workflow and season operations ready.
04
LAUNCH
Operate your tax business with the tools, structure and ongoing support behind you.
ALREADY IN BUSINESS?
You don't have to start over to build better.
If you already have clients, software or prior-year production, we'll start with where you are. Well look at your current operation, identify what supports your goals and help strengthen the areas that need attention.
READY TO BUILD
YOUR BUSINESS?
Your next level needs more than software.
Let's build the foundation behind it.
BUSINESS ASSESSMENT REQUIRED
Powered by Partnership.
Built for Growth.
Mitchell & Brown Pro Software is committed to empowering tax professionals with the software, training, support, and real opportunities they need to build their skills, grow their businesses, and create a future they’re proud of.
SITE MAP
Home
Software Packages
The Four Paths
The Ladies Behind M&B
Tax Preparation
Calls & Mentorship
ERO Software Support
Services
Learn More
Copyright 2026. Mitchell & Brown Pro Software. All Rights Reserved. Designed by Automate Authority OS.