PREPARE · GROW · LEAD
Moniekee Tax Services · 2027 Tax Season
Build your tax business.
Not by yourself.
Join Moniekee Tax Services and get the structure, training, software and support to prepare returns with confidence — and grow beyond your first season.
For PTIN holders, new tax preparers, and experienced professionals.
Powered by the same software and bank products professional tax offices run on
Built for Tax Professionals
A real system behind your season.
20
Tax seasons of hands-on experience behind the training
Weekly
Payouts, released after eligible returns are funded
5
Program tiers, from a $0 start to running your own office
0
Sales experience required to start
Every preparer must complete required training and compliance requirements before being authorized to transmit returns.
Starting is easy.
Building it right is harder.
You can get a PTIN. You can buy software. You can post that you're accepting clients.
None of that automatically gives you a working tax business.
You still need training. Systems. Support. Compliance. A process for serving clients. And somewhere to turn when you don't know the answer.
That's the gap Moniekee Tax Services was built to close.
A Better Way to Begin
The tools matter.
The structure matters more.
A clear path from onboarding to training to preparing returns — without figuring out every step alone.
01 — JOIN
Choose your program
Pick the tier that fits where you are right now.
02 — TRAIN
Complete the training
Learn the systems and required compliance.
03 — PREPARE
Serve your clients
Prepare returns using TaxCend 360.
04 — GROW
Build production
Move toward your next level, season after season.
What you need to do the work well.
Less guessing. More structure.
Professional Tax Software
Prepare and manage client returns with TaxCend 360 — the same software behind every tier of the program.
Training Before Tax Season
Learn the workflow before real clients sit across from you.
Compliance Comes First
Required training and due diligence — not an afterthought.
Weekly Payouts
Eligible earnings paid after applicable returns are funded, per your program terms.
A Place to Get Answers
Training resources and team communication when questions come up.
Room to Grow
Start as a preparer. Build production. Move toward running your own office.
Why I Built This
I know what it feels like to start with questions.
I started preparing taxes in 2006.
What I learned: knowing how to prepare a return is only part of the job. You also need systems, support, good training, clear expectations — and the confidence to know when to stop and ask a question.
I built Moniekee Tax Services around that.
Not shortcuts. Not overnight success. A real place to learn the work, serve people well, and build something of your own.
— Monica, Founder
Meet Moniekee Tax Services →Choose your starting point.
Different levels of support. One standard for doing the work right.
Elite
For serious preparers
$159
enrollment
70% → 80%
after 25 eligible funded returns
Choose Elite →Program fees are non-refundable. Compensation applies according to program terms. Returns must meet eligibility and funding requirements. Preparers must complete required training and compliance requirements before being authorized to transmit.
SOAR
Your Next Tax Season Can Look Different
You don't need to know everything today.
You need a place to start.
If you're ready to learn the work, follow the process, and build something you can be proud of, there may be a place for you here.
Apply to Join Moniekee Tax Services