Launch or Scale Your
Tax Business with
SOJ&Co. Classy Financial
Whether you’re brand new to tax preparation or an experienced professional ready to run your own firm, we’ve built two powerful packages designed to help you succeed.
Launch or Scale Your Tax Business with SOJ&Co. Classy Financial
Whether you’re brand new to tax preparation or an experienced professional ready to run your own firm, we’ve built two powerful packages designed to help you succeed.
Virtual & In-Person
Nationwide Service
Secure & Professional
Whether you’re building wealth, launching your dream business, or simply getting your finances in order, we bring class, clarity, and confidence to every step of your journey.
Software Packages
Where systems meet style — and success becomes signature.
The Luxe Operator
Perfect for motivated self-starters with no prior experience. We’ll train you, provide the tools, and support you every step of the way.
What’s Included:
Due Diligence Training
Circular 230 Training
Course Assessments, Assignments & Quizzes
Document Intake Resources + Training
Tax Terms Glossary
Cloud-Based Tax Software (provided)
Schedule C Training
Marketing Resources to Get Clients
Access to Private Support Group
Fee Split Option Available
PTIN Assistance
No Experience Required – Just Be a Self-Starter
Ideal for new preparers who want hands-on training, real resources, and a proven system to start earning.
Ideal for new preparers who want hands-on training, real resources, and a proven system to start earning.
The Classy Empire Collection
For professionals with 2+ years of tax prep experience ready to build, brand, and expand their own tax business.
What’s Included:
Co-Branded Professional Tax Software
Co-Branded Mobile App
Marketing Resources + Ongoing Training
Keep 100% of Tax Prep Fees
Unlimited Tax Office Setup
Rebates & Incentives
Mentorship & Business Guidance
Direct Deposit to Your Business Bank Account
Bank Product Options for Clients
Use SOJ&Co. Tax Academy for You + Your Team
Build Your Own Tax Academy (Resource Included)
Cloud-Based Platform
Professional Domain Emails for Your Team
Compliance Assistance
EFIN & PTIN Assistance
Perfect for tax pros who want freedom, branding, and full control of their own tax company.
Why Choose us
SOJ&Co. Classy Financial
Proven systems and mentorship
Step-by-step training & support
Cloud-based tools to work from anywhere
Options for both beginners & seasoned pros
Ready to Get Started?
Proven systems and mentorship
Step-by-step training & support
Cloud-based tools to work from anywhere
Options for both beginners & seasoned pros
Ready to Get Started?
ABOUT US
SOJ&Co. Classy Financial was built on the belief that financial freedom should be attainable, teachable, and classy.
SERVICES
Taxing With Class Software
Solutions (Service Bureau)
Work From Home Opportunities
Tax Preparation Courses
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