Build, grow & scale

your own tax or service bureau business!

ALPHA OMEGA FINANCIAL offers a strong tax business opportunity with a complete software + training system through Scale With Taxes Academy. Our partner model lets you keep 100% of tax prep and add-on fees while building unlimited partners and service bureaus. With solid income potential, plus ongoing community and mentorship, you can scale quickly and grow a nationwide network.

Avg rating 4.8 makes us world best agency

Alpha & Omega Financial provide professional, trustworthy, and partner-focused business solutions that empower individuals and businesses to build stronger financial futures.

JOIN US AT ALPHA OMEGA FINANCIAL

YOUR JOURNEY TO

FINANCIAl FREEDOm

BEGINS NOW!

With Alpha Omega Financial, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.

Where to start?

Simple 4 Steps to Get Started!

Step 01

Make your payment to secure your package.

Step 02

Sign your service agreement to activate your account.

Step 03

Complete the Account Setup Form and your software will be sent to you with login instructions.

Step 04

Get access to our training and community to start building your business.

ALPHA OMEGA FINANCIAl's

software packages

Tier 1

Infinite Foundation

Alpha Entry

(PTIN Package)

The beginning. Foundation level.

now only

$199

REVENUE SHARE : 70/30

NO EFIN required

GET STARTED NOW!

Tier 1

Infinite Foundation

Alpha Growth

(EFIN Package)

Stepping into ownership

now only

$399

100% REVENUE SHARE

NO EFIN required

GET STARTED NOW!

Tier 1

Infinite Foundation

Omega Builder

(Reseller Package)

You’re building and scaling

now only

$999

100% REVENUE SHARE

NO EFIN required

GET STARTED NOW!

Tier 1

Infinite Foundation

Omega Authority

(Service Bureau)

Full control. Full operation.

now only

$1,499

100% REVENUE SHARE

NO EFIN required

GET STARTED NOW!

HEAR IT FIRST-HAND

WHAT OUR clients HAVE TO SAY

Alpha Omega Financial is a trusted leader in service bureau growth and co-branded tax software. With over 6 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.

★ ★ ★ ★ ★

"Alpha & Omega Financial has been an invaluable resource for our business. Their team is knowledgeable, responsive, and truly understands our needs. Our taxes have never been in better hands!"

★ ★ ★ ★ ★

"Working with Alpha & Omega Financial has been a game-changer. Their attention to detail and personalized approach to our tax filing made the entire process seamless. We trust them completely!"

What you will get from us

TRAINING & TECHNOLOGY

With Alpha Omega Financial, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.

ERO SUPPORT

We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.

SOFTWARE TRAINING

We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.

TAX EDUCATION & COMPLIANCE TRAINING

We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.

SERVICE BUREAU TRAINING

For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.

TEAM BUILDING & RECRUITING TRAINING

We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.

BRANDING YOUR BUSINESS

We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.

MARKETING STRATEGIES

Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.

WEEKLY GROUP TRAINING

You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.

personalized mentroship

one-on-one coaching

Join our in-depth coaching experience designed to take your tax business to the next level. This power-packed session includes strategic planning, marketing execution, team building, tax education, software mastery, and real-world action steps to grow your revenue and client base fast.

personalized mentroship

one-on-one coaching

Learn More

our

BANKING PARTNERS

REFUND ADVANTAGE

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

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

SANTA BARBARA TPG

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.