Where Tax Bosses Are Built &
Wealth Is Created.
Tax Prep β’ Service Bureau Mentorship β’ Real Estate
Powered by OneStop Financial Solutions
What We Do
We provide solutions tailored to your needs, including:
Tax Preparation & Tax Planning
Accurate, compliant, and strategic filing to maximize your refund and minimize liabilities
Tax Business Mentorship
Helping individuals start, grow, and scale profitable tax businesses
Real Estate Services (GA & FL)
Assisting clients with buying, selling, and investing in real estate
Credit & Financial Education
Guiding you toward stronger credit and smarter financial decisions
Business Support Services
Helping entrepreneurs build and structure successful businesses
Why Choose OneStop Financial Solutions
All-in-One Financial Services
Everything you need in one place
Experience You Can Trust
Years of expertise in tax, real estate, and financial services
Education-Driven Approach
We donβt just do the workβwe teach you the strategy
Entrepreneur Focused
We help you not only manage money, but make more of it
At OneStop Financial Solutions, weβre more than a serviceβweβre a movement.
Weβre building Tax Bosses, homeowners, and financially empowered leaders every single day.
JOIN US AT one stop financial solutions
YOUR JOURNEY TO FINANCIAL FREEDOM
BEGINS NOW!
With one stop financial solutions, 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?
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.
Select Your Path. Pick The Package That Works For You.
One Stop Financial Services Tier 1 Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
WAS $199
NOW ONLY $99
One Stop Financial Services Tier 2 Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.
WAS $299
NOW ONLY $199
One Stop Financial Services Tier 3 Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.
WAS $2599
NOW ONLY $799
One Stop Financial Solutionsβ BOSS ELITE Package is a Tier 4 program designed for fastβscaling service bureaus that want full control and maximum profitability. It allows you to retain 100% of all taxβrelated fees and build an unlimited network of tax partners and service bureaus, creating multiple revenue streams each season. You maintain complete authority over pricing, including setting maximum addβon fees, while receiving structured guidance on branding, recruitment, operations, marketing, and team development to help you manage and expand a highβperforming service bureau organization at scale.
WAS $3499
NOW ONLY $1499
What You Will Get From Us
TRAINING & TECHNOLOGY
With One Stop Financial Solutions, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
MARKETING STRATEGIES
The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.
PERSONAL COACH
Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
Banking Partners
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 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. Itβs packed with tools and features
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
