AVA

FINANCIAL SOLUTIONS

Book your consultation

AVA

FINANCIAL SOLUTIONS

BOOK YOUR CONSULTATION

TRANSFORM YOUR TAX BUSINESS. EXPAND. LEAD.LEARN HOW TO GROW MASSIVE

Learn the business from the inside out, mentorship with Chelsea Jenaee

We help Service Bureaus grow beyond 500 trusted tax partners and support tax professionals in reaching 500+ clients building a legacy of success in the industry. This is more than just a program it’s your blueprint to dominate the tax industry. Gain exclusive insights, proven strategies, and the tools needed to turn your vision into reality. Learn how to attract high-quality clients with confidence, streamline your operations, and deliver exceptional service that sets you apart. Build a profitable, scalable practice that provides financial freedom and long-term stability. Are you ready to break barriers and become a leader in the tax world? Your journey to unstoppable success starts now.

TRANSFORM YOUR TAX BUSINESS. EXPAND. LEAD.LEARN HOW TO GROW MASSIVE

Learn the business from the inside out, mentorship with Chelsea Jenaee

We help Service Bureaus grow beyond 500 trusted tax partners and support tax professionals in reaching 500+ clients building a legacy of success in the industry. This is more than just a program it’s your blueprint to dominate the tax industry. Gain exclusive insights, proven strategies, and the tools needed to turn your vision into reality. Learn how to attract high-quality clients with confidence, streamline your operations, and deliver exceptional service that sets you apart. Build a profitable, scalable practice that provides financial freedom and long-term stability. Are you ready to break barriers and become a leader in the tax world? Your journey to unstoppable success starts now.

Guidance

One-on-One Mentorship

Operations

Industry Best Practice

Strategy

Business Setup & Growth

Support

Ongoing Development

Become a Part of Our Tax Team

Joining our tax team offers the chance to learn from experienced professionals, gain valuable skills, and engage in meaningful work that positively impacts clients' financial futures. The collaborative environment encourages innovation and personal growth, while flexible work options promote a healthy work-life balance. This is an opportunity to contribute to a dedicated team and make a real difference in the world of finance. Embrace the path to a fulfilling career with us today!

WHERE TO START

Our effective five-step process assists you in choosing the ideal software package and starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.

STEP 1: PURCHASE YOUR PACKAGE (TIER 1, TIER 2, TIER 3, TIER 4)

STEP 2: REVIEW AND SIGN YOUR AGREEMENT

STEP 3: SCHEDULE YOUR ONBOARDING MEETING

STEP 4: ATTEND OUR BUSINESS MASTERY TRAINING

STEP 5: OPEN YOUR OWN TAX BUSINESS

Ava Financial Solutions

Software Packages

Ava Tax Software Tier 1 Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.

WAS $299

Now Only

$199

Ava Tax Software Tier 2 Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.

WAS $999

Now Only

$299

Ava Tax Software Tier 3 Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.

WAS $1999

Now Only

$799

Ava Tax Software Tier 4 is designed to assist tax professionals in establishing a successful service bureau business and expanding their client base. You will learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies.

WAS $2999

Now Only

$1499

"You don't need to figure it out alone, you need someone

who's already built it."

What's Included

WHAT YOU'LL GET

Our personalized and professional approach

We tailor solutions to your unique tax situation with meticulous care and unwavering adherence to the highest professional standards, ensuring you feel understood and confidently guided at every step.

Our experience and expertise

With years of experience in the tax industry, our tax advisors bring deep technical knowledge and practical insight to optimize your benefits while ensuring full compliance with accurate and reliable advice..

Our commitment to client satisfaction

We prioritize proactive communication, timely responsiveness, and transparent reporting, delivering measurable results and building lasting trust with every engagement.

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.

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.