About Prosperity Tax Software

Our Mission: Your Independence, Your Prosperity

At Prosperity Tax Software, we believe that talented tax professionals deserve more than just a paycheck - they deserve the opportunity to build their own prosperity. Our mission is to provide ambitious tax preparers, PTIN holders, and EFIN holders with the tools, training, and support they need to transform their tax knowledge into thriving, independent businesses.

We've witnessed too many skilled tax professionals trapped in systems that limit their earning potential and stifle their entrepreneurial spirit. Traditional tax offices and franchises often take the lion's share of profits while the preparers who do the actual work struggle to make ends meet. We founded Prosperity Tax Software to change that dynamic forever.

Our comprehensive service bureau model isn't just about providing software - it's about creating a pathway to financial freedom for tax professionals who are ready to take control of their careers. We believe that when you have the right tools, proper training, and ongoing support, there's no limit to what you can achieve in the tax industry.

How We Started: From Tax Preparers to Business Builders

Prosperity Tax Software was founded by a team of experienced tax professionals who understood the frustration of working hard but not seeing the financial rewards they deserved. Our founders spent years in traditional tax offices, watching talented preparers struggle with low wages, limited growth opportunities, and the constant pressure of meeting someone else's quotas.

The breaking point came during a particularly busy tax season when our founder realized that despite preparing hundreds of returns and generating significant revenue for the company, the actual preparers were earning less than minimum wage when calculated on an hourly basis. Meanwhile, the business owners were reaping massive profits from their employees' expertise and hard work.

That's when the vision for Prosperity Tax Software was born. What if there was a way to give tax professionals all the benefits of working for a major tax company - professional software, marketing support, training, and business infrastructure - without the crushing overhead and profit-sharing that limited their earning potential?

We spent two years developing our service bureau model, partnering with leading software developers, and creating comprehensive training programs. Our goal was simple: provide everything a tax professional needs to succeed independently, at a price point that makes sense for someone just starting their entrepreneurial journey.

Complete Business Solutions for Tax Professionals

Comprehensive Expertise

Unlike firms that specialize in just one area, we offer a complete range of services from tax preparation to business formation, accounting, and professional mentoring. This means you can rely on one trusted partner for all your financial needs.

Complete Training and Support

While many tax preparers disappear after April 15th, we're here for you throughout the year. Whether you need quarterly bookkeeping, payroll support, or business consulting, our team is available to help you succeed.

Enterprise Technology

Our cloud-based solutions use the same platforms as major tax companies, ensuring reliability, security, and IRS compliance at prices that work for independent professionals.

Business Development

We provide marketing strategies, pricing guidance, client management, and scaling support. Many clients have grown from solo practitioners to multi-location operations using our proven framework.

The Foundation of Everything We Do

Independence Above All

Every skilled tax professional deserves to be their own boss. Our no-split policy and comprehensive training programs support your complete independence.

Complete Transparency

No hidden fees, complicated contracts, or surprise charges. Our pricing is straightforward, our contracts are clear, and what you see is what you get.

Success Through Support

We're committed to your long-term success. Our comprehensive support system helps you overcome challenges and capitalize on opportunities - we don't just sell software and walk away.

Innovation and Excellence

We continuously update our software and training programs based on client feedback, giving you access to cutting-edge solutions and competitive advantages.

Community and Collaboration

Our exclusive Facebook community connects you with thousands of successful tax professionals who share strategies, offer support, and celebrate victories together.

Tax Industry Veterans

Our leadership team includes tax professionals with over 50 years of combined experience in the industry. They've worked in every aspect of the tax business, from individual preparation to corporate consulting, and they understand the challenges and opportunities that independent tax professionals face.

Technology Experts

Our technical team consists of software developers and IT specialists who have worked with major tax software companies. They ensure that our platform remains secure, reliable, and compliant with all IRS requirements while continuously adding new features that enhance your productivity and profitability.

Business Development Specialists

Our business development team includes successful entrepreneurs who have built and scaled tax businesses from the ground up. They provide the strategic guidance and practical advice that helps our clients avoid common pitfalls and accelerate their growth.

Customer Success Managers

Our customer success team is dedicated to ensuring that every client achieves their goals. They provide ongoing support, training, and mentorship to help you overcome challenges and maximize your success with our platform.

Training and Education Experts

Our training team includes certified tax professionals and adult education specialists who have developed our comprehensive curriculum. They ensure that our training programs are not only informative but also practical and immediately applicable to your business.

Meet Our Team

Experienced Professionals Dedicated to Your Success

Will Tolson, AFSP, CAA

Founder & Lead Consultant

Will Tolson, AFSP, CAA - Founder & Lead Consultant Will brings extensive experience in tax preparation, business consulting, and financial services. As an Annual Filing Season Program participant and Certified Acceptance Agent, he specializes in complex tax situations and business formation. His expertise extends beyond traditional tax services to include marketing, real estate, and comprehensive business development strategies.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Acceptance Agent (CAA)

  • Licensed Realtor (Florida Breeze Realty)

  • Member, National Association of Tax Professionals

  • Member, National Notary Association

  • Authorized Tax Software Reseller

Owner

Will Tolson, AFSP, CAA - Will brings extensive experience in tax preparation, business consulting, and financial services. As an Annual Filing Season Program participant and Certified Acceptance Agent, he specializes in complex tax situations and business formation. His expertise extends beyond traditional tax services to include marketing, real estate, and comprehensive business development strategies.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Acceptance Agent (CAA)

  • Certified Bookkeeper

  • Licensed Notary Public and Signing Agent

  • Remote Online Notarization (RON) Certified

  • Licensed Realtor (Florida Breeze Realty)

  • Member, National Association of Tax Professionals

  • Member, National Notary Association

  • Authorized Tax Software Reseller

Rachel Johnson, AFSP

Client Manager

Rachel is a seasoned tax professional and bookkeeper who excels at helping clients navigate complex financial situations. Her attention to detail and comprehensive understanding of tax law make her an invaluable resource for both individual and business clients.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Bookkeeper

  • Licensed Realtor (Florida Breeze Realty)

  • Licensed Notary Public and Signing Agent

  • Remote Online Notarization (RON) Certified

  • Member, National Association of Tax Professionals

  • Member, National Notary Association

Courtnee Colson

Client Manager

Courtnee provides comprehensive tax preparation services and bookkeeping support, ensuring clients receive accurate and timely service throughout the year.

Professional Credentials:

Certified Bookkeeper

Licensed Notary Public and Signing Agent

Licensed Realtor (Home Run Realty)

Meet Our Professional Team

Will Tolson, AFSP, CAA

Founder & Lead Consultant

Will Tolson, AFSP, CAA - Founder & Lead Consultant Will brings extensive experience in tax preparation, business consulting, and financial services. As an Annual Filing Season Program participant and Certified Acceptance Agent, he specializes in complex tax situations and business formation. His expertise extends beyond traditional tax services to include marketing, real estate, and comprehensive business development strategies.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Acceptance Agent (CAA)

  • Licensed Realtor (Florida Breeze Realty)

  • Member, National Association of Tax Professionals

  • Member, National Notary Association

  • Authorized Tax Software Reseller

Will Tolson, AFSP, CAA

Founder & Lead Consultant

Will Tolson, AFSP, CAA - Founder & Lead Consultant Will brings extensive experience in tax preparation, business consulting, and financial services. As an Annual Filing Season Program participant and Certified Acceptance Agent, he specializes in complex tax situations and business formation. His expertise extends beyond traditional tax services to include marketing, real estate, and comprehensive business development strategies.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Acceptance Agent (CAA)

  • Licensed Realtor (Florida Breeze Realty)

  • Member, National Association of Tax Professionals

  • Member, National Notary Association

  • Authorized Tax Software Reseller

Will Tolson, AFSP, CAA

Founder & Lead Consultant

Rachel is a seasoned tax professional and bookkeeper who excels at helping clients navigate complex financial situations. Her attention to detail and comprehensive understanding of tax law make her an invaluable resource for both individual and business clients.

Professional Credentials:

  • Annual Filing Season Program (AFSP) Certified

  • Certified Bookkeeper

  • Licensed Notary Public and Signing Agent

  • Remote Online Notarization (RON) Certified

  • Remote Online Notarization (RON) Certified

Shonda Swain-Peaks

Accounting Specialist

Shonda brings specialized expertise in accounting and bookkeeping services, helping businesses maintain accurate financial records and stay compliant with regulatory requirements.

Courtnee Colson

Tax Professional

Courtnee provides comprehensive tax preparation services and bookkeeping support, ensuring clients receive accurate and timely service throughout the year.

Why Tax Professionals Choose Prosperity Tax Software

Comprehensive Solution

Unlike other companies that just sell you software, we provide a complete business solution. From initial training to ongoing support, from marketing guidance to technical assistance, we're your partner in every aspect of building and growing your tax business.

Proven Business Model

Our three-tier approach has been tested and refined over years of working with thousands of tax professionals. Whether you're just starting out or ready to scale to new heights, we have a proven path to success that fits your current situation and future goals.

No Hidden Costs

Our pricing is transparent and straightforward. What you see is what you pay, with no hidden fees, surprise charges, or ongoing royalties. This allows you to accurately calculate your costs and maximize your profitability from day one.

Scalable Platform

Our solutions grow with your business. Start with our PTIN package and scale up to our Service Bureau solution as your business grows. You'll never outgrow our platform, and you'll always have access to the tools and support you need for your current level of operation.

Industry Expertise

We specialize exclusively in serving independent tax professionals. This focus allows us to provide targeted solutions, relevant training, and specific support that generic business solutions simply can't match.

Ready to Start Your Success Story?

Your journey to independence and prosperity starts with a single decision. Join the thousands of tax professionals who have transformed their careers with Prosperity Tax Software. Whether you're just starting out or ready to scale to new heights, we have the perfect solution for your goals.

Take the Next Step

  • Schedule Consultation: Book your free strategy session

  • Choose Your Package: Start building your tax empire today

  • Join Our Community: Connect with thousands of successful tax professionals who are building their own prosperity

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