THE CROWN STANDARD OF TAX SOFTWARE

Whether you're stepping into the tax industry or expanding your business, we help you turn knowledge into income and build a system that scales.

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You’re CLOSER to your goals than you think

At Capital Tax Pro, we turn knowledge into income. This mentorship is designed for individuals ready to start their own tax business, master tax filing, and unlock real earning potential in the industry. With our proven guidance, you won’t just learn, you’ll build, scale, and create a team around your business. Take the first step toward a profitable future today.

OUR SOFTWARE PACKAGES

4 SIMPLE STEPS

to get you started

Our easy 4-step process helps you choose the right package and start your tax business with confidence. We give you the tools, training, and support to serve clients and succeed.

HEAR IT FROM OUR TEAM

MORE FROM US

ASK US ABOUT SERVICE BUREAU

Looking to build and grow your own tax business network?

Crown Capital Financial provides guidance, support, and resources for professionals interested in creating and scaling a successful service bureau. Learn how to expand your operations, build a strong team, and create systems designed for long-term growth.

ASK US ABOUT SERVICE BUREAU

Looking to build and grow your own tax business network?

Crown Capital Financial provides guidance, support, and resources for professionals interested in creating and scaling a successful service bureau. Learn how to expand your operations, build a strong team, and create systems designed for long-term growth.

BANKING PARTNERS

Refund Advantage helps you move faster and manage cash flow during tax season with straightforward Refund Transfers and taxpayer advance loan solutions designed for real-world tax offices. No unnecessary complexity. No surprises. Just tools that do what they’re supposed to do when things get busy.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, Refundo is here to help you unlock your best tax season yet

Founded in 1991, Santa Barbara Tax Products Group (sbtpg) became a Green Dot company in 2014. We serve consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer need. We offer tax-related financial products through a network of tax preparation franchises, independent tax professionals and online tax preparation providers.

Not sure what to get?

Your Guide to Expert Tax Advisory Solutions

Our advisors help individuals and businesses make informed decisions, reduce liabilities, and stay compliant with every tax deadline.

What tax services do you offer?

We provide tax filing, audit representation, bookkeeping, payroll, and strategic tax planning for individuals and businesses.

Who can benefit from your services?

From freelancers and startups to corporations and non-profits, we tailor our approach to your unique financial situation.

How long does the process take?

Our turnaround time varies by complexity, but most filings are completed within 3–5 business days.

Is there a contract required?

No long-term commitments. You can work with us per project or retain us annually.

What support do you provide post-filing?

We offer ongoing advisory support, audit assistance, and updates on new tax regulations throughout the year.

Not sure what to get?

Book a call and let us help you get the right service for you

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