BUILD A TAX BUSINESS THAT CREATES WEALTH
Whether you're a new tax preparer earning your first client or an established tax professional ready to scale, Wealth Guard Solutions provides the software, systems, mentorship, and support to help you grow with confidence.
Protect your future.
Build your business.
Create your legacy.
BUILD A TAX BUSINESS THAT CREATES WEALTH
Whether you're a new tax preparer earning your first client or an established tax professional ready to scale, Wealth Guard Solutions provides the software, systems, mentorship, and support to help you grow with confidence.
THE WEALTH GUARD PATHWAY
Choose the level that matches your goals and grow at your own pace.
Wealth Guard
Entry Pro
REVENUE SHARE: 70/30
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
Wealth Guard Pro
REVENUE SHARE: NONE
Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
Wealth Guard
Advance Pro
REVENUE SHARE: NONE
Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
Wealth Guard
Elite
REVENUE SHARE: NONE
For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
THE WEALTH GUARD PATHWAY
Choose the level that matches your goals and grow at your own pace.
Wealth Guard
Entry Pro
REVENUE SHARE: 70/30
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
1
2
Wealth Guard Pro
REVENUE SHARE: NONE
Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
Wealth Guard
Advance Pro
REVENUE SHARE: NONE
Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
3
4
Wealth Guard
Elite
REVENUE SHARE: NONE
For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
WHY TAX PROFESSIONALS
CHOOSE WEALTH GUARD
Protection Through Compliance
Stay current with industry standards, regulations, and best practices while building a business you can trust.
Technology That
Works For You
Access powerful software, automation systems, and tools designed to increase efficiency and profitability.
Growth-Focused
Mentorship
Receive guidance from experienced professionals who understand what it takes to build and scale a successful tax business.
Business-Building
Strategies
Learn proven methods for client acquisition, retention, marketing, and expansion.
HOW TO GET STARTED :
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
GUIDING TAX PROFESSIONALS TO BUILD, SCALE & PROSPER
Helping tax professionals move beyond seasonal income and build sustainable businesses through proven systems, mentorship, and strategic growth planning.
Whether your goal is financial freedom, business ownership, or service bureau expansion, you're not building alone.
Industry Experience
Real-world insights from years in the tax business.
Strategic Guidance
Personalized strategies to help you reach your next level.
Your Success Partner
Committed to your growth every
step of the way.
GUIDING TAX PROFESSIONALS TO BUILD, SCALE & PROSPER
Helping tax professionals move beyond seasonal income and build sustainable businesses through proven systems, mentorship, and strategic growth planning.
Whether your goal is financial freedom, business ownership, or service bureau expansion, you're not building alone.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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