Become a tax affiliate!

Join a billion dollar industry in tax preparation services. Make SIX FIGURES in as little as 4 months. Heritage Financial Group offers professional tax software and mentorship. Learn the fundamentals on running and operating a tax office.

Need Software ONLY?

Are you a current tax professional with your own EFIN number? We offer one of the best cloud based professional tax softwares on the market. It comes with a mobile app, training and technical support assistance. Click button below to sign up.

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Join the Team

Join the Heritage Financial Group team of affiliates. We have 15+ offices around the USA. Click Join the Team below to sign up to join our tax community.


  • PROFESSIONAL CLOUD BASED TAX SOFTWARE
  • ASSISTANCE WITH BUSINESS STRUCTURE
  • IRS REGISTRATION SETUP
  • MARKETING STRATEGIES
  • DUE DILIGENCE TRAINING
  • MENTORSHIP (1 ON 1 TRAINING OPTIONS)
  • VIRTUAL AND IN PERSON TRAINING OPTIONS
  • 3 MONTHS OF TRAINING OPTIONS
  • BONUSES AND COMPETITIVE SPLIT REVENUES
Join the Team

Interested in our services? Need more information before signing up?

Click the link below to book an appointment directly with me for more information. I look forward to speaking with you!

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