Own Your Tax Firm.
You Earn.
Stop surrendering your hard-earned income to franchise fees and revenue splits. With Anointed Wealth Experts, you're not renting software — you're building a firm that's fully, unmistakably yours. Your clients. Your brand. Your blessing.
Tax Software That First.
We built Anointed Wealth Experts for preparers who are ready to stop working inside someone else's system and start building their own. You keep every fee you charge — no splits, no surprise deductions, no ceiling on what you can grow into.
- ✓Keep 100% of your fees — no splits, no hidden charges
- ✓Enterprise-grade tools branded entirely to you
- ✓Bank products, refund advances & secure disbursements
- ✓Client portals, mobile access, e-filing & automation
- ✓Your clients, your brand, your profit — always
Join a Community Built
Around
Three paths, one calling — your success. Connect with peers who walk the same road, and choose the door that fits where you stand today.
Become a PTIN
Step into the profession with confidence. Get registered, get trained, and connect with paid preparers nationwide sharing filing strategies, IRS updates, and hands-on support as you grow your practice.
Become a PTIN →Become an ERO
Level up to Electronic Return Originator. Optimize your bank-product workflows, maximize your markups, and tap into a brain trust of EROs dedicated to scaling profitable e-file businesses.
Become an ERO →Become a Service Bureau
The inner circle. Own a full white-label bureau with exclusive strategy sessions, partner discounts, marketing playbooks, and direct access to the team building this movement with you.
Become a Service Bureau →Everything You Need to
Run & Scale Your Firm
Modern, secure, and engineered for ambitious professionals — from solo preparers to full-scale service bureaus.
Cloud-Based Software
Run your entire tax business from anywhere — office, home, or on the road — from one real-time dashboard.
Unlimited E-Filing
Serve clients across all 50 states with unlimited individual and business filings — no per-return fees.
Bank Products & Refunds
Offer refund advances, direct deposits, and check disbursements — processed securely through trusted partners.
Built-In Marketing
Done-for-you flyers, social templates, and promo kits ready to attract clients and grow your visibility.
Audit Protection
Encrypted data, identity protection, and audit support baked into every personal and corporate filing.
24/7 Expert Support
No bots — only real professionals available around the clock for setup, troubleshooting, and tax questions.
Full CRM Included
Capture leads, send SMS & email, run drip campaigns, collect e-signatures, and track every pipeline in one place.
Responsive Website
A fully branded, mobile-friendly site included with your bureau — CRM-integrated and ready on day one.
The All-In-One CRM That Your Business
Stop juggling spreadsheets, sticky notes, and disconnected apps. Your bureau CRM is included free — one enterprise-grade platform for clients, leads, marketing, scheduling, and growth, branded entirely to you.
- Lead capture & pipelines
- SMS & email automation
- Secure client portal
- Online booking
- Drip campaigns
- Review collection
- Branded mobile app
- Two-way texting
- E-signature workflows
Transparent Pricing.
Tools.
Every plan is built to help you grow — from your first solo season to a full-scale bureau. Pick your path and purchase in minutes.
Pro Web
Cloud-based · Work from anywhere
- ✓All states included
- ✓Unlimited e-filing
- ✓Paperless office
- ✓Bank product registration
Service Bureau
One-time investment · Full white-label suite
- ✓Unlimited software licenses
- ✓Co-branding included
- ✓Full CRM included — leads, SMS, calendar
- ✓Branded website included
- ✓Office setup & dedicated tech support
- ✓E-file & bank product assistance
Desktop
For firms handling corporate returns
- ✓Desktop or dashboard
- ✓All states + business package
- ✓Unlimited e-filing
- ✓Paper cut & print control
- ✓Bank product registration
Book Your Consultation
See the platform in action and map out your path to ownership. Pick a time that works — we'll walk you through everything, no pressure.
Prefer to send your details first? Request package info & a callback →
A Mission Rooted in
Meet Angel Early — The Boss Lady and CEO of Anointed Wealth Experts. A passionate business owner, she's driven to help everyone she serves build real, lasting wealth.
Anointed Wealth Experts was founded on a simple conviction: financial freedom should be within reach for anyone willing to learn, stay consistent, and commit to excellence. We exist to open doors — turning tax professionals into business owners, and business owners into legacy builders.
More than a software company, we're a movement for empowerment and generational wealth. Through the right tools, real training, and steady mentorship, we help preparers rise higher and build firms that last.
Through innovation, education, and integrity, we help everyday professionals rise higher, dream bigger, and build a legacy that outlasts them.
Built With People Who
Chose
They didn't just hand me software — they taught me how to build and scale my firm the right way. I'm making more now as a bureau owner than I ever thought possible. The team genuinely understands what preparers go through.
The transparency is what won me over — no hidden fees, everything upfront. My clients love how fast and clear their filings are, and the support team actually picks up. I've had zero reason to switch.
Setup was quick and the support has been outstanding since day one. The CRM and branded website came ready to launch — I felt like a real firm the moment I started. My revenue has grown every season since.
Build Your Legacy.
Your journey to financial freedom and true business ownership starts here. Whether you're filing your first return or scaling a full bureau — we give you everything you need to grow, lead, and win.