You're Not Here to Stay "Just a Preparer."
You're Here to Build a Tax Agency.
Most tax pros are handed software, shown the basics, and left to figure the rest out alone. TorpedoTax Pro gives you the bigger roadmap. AI powered Software, training, compliance support, mentorship, and systems to grow from preparer to ERO, service bureau, and beyond into full tax agency ownership.
There Are Levels to This Industry.
Most Tax Pros Are Never Shown the Top.
There's a hierarchy in the tax industry that most preparers are never taught. You get handed software, maybe a little basic training, and then you're left to figure out what comes next on your own.
At the bottom of the ladder, they teach you how to produce. File the returns. Split the fees. Follow the system. Stay useful.
But the top of the ladder looks different. It's not just a new title, it's ownership. Multiple revenue streams. Strategic partnerships. Real infrastructure. An organization that can move without you sitting in every seat.
That's the difference between running around as a busy preparer and building a Tax Agency.
Most tax platforms aren't invested in your growth. They're invested in your productivity. Keep filing. Keep splitting your fees. Keep making the system above you rich while you stay exactly where you started.
TorpedoTax Pro Solutions exists because that model is broken and somebody had to say it out loud. We created the Tax Agency lane to show tax pros the full picture. Not just how to prepare returns. How to understand the levels, choose their next move, and build with real structure.
Inside TorpedoTax OS, every entry point is designed to help you move from preparer to ERO, service bureau, or Tax Agency owner.
We created the Tax Agency lane. TorpedoTax OS is how we help tax pros move through the levels.
You've Been Looking Everywhere for the Answer.
But Nobody's Been Looking at You.
You've joined the groups. Watched the webinars. Saved the reels. Studied the funnels. Sat through the free trainings, the summits, the challenges, and the "secret strategy" sessions.
You've taken notes from people who sound confident, look successful, and make you feel like maybe you're just one more tool, service, coach, or template away from finally getting it together.
But somehow, after all that information, you're still asking the same question: "What am I actually supposed to do next?"
Not because you're lazy. Not because you don't want it bad enough. Not because you're not built for this. You're confused because everybody keeps feeding you information, but nobody is helping you execute.
Everybody keeps selling you their answer. Nobody is helping you build your path. That's where TorpedoTax Pro is different. When you're here, we get to know your why, your goal, your capacity, your season of life, and the level you're reaching for. Then we move together with AI powered software, structure, accountability, community, and real support from people who know your name.
Not hype. Not a handoff. A hand.
⚠ The Research Disguise
The trap does not always look like distraction. Sometimes it looks like research. It looks like joining every tax group, saving every reel, attending every free webinar, copying somebody else's funnel, borrowing somebody else's caption, and adding another service because somebody online made it look easy.
But when your strategy is built from everybody else's screenshots, your brand never feels like yours. That is how tax pros end up with a thousand ideas, five unfinished plans, no clear identity, no real peace, and no confidence in the thing they're supposed to be building.
You do not need another random strategy. You need clarity, direction, accountability, and a roadmap that helps you decide what to build, what to ignore, and what to stop chasing.
- ✗You're in every tax group, thread, chat, and free training trying to find the missing piece
- ✗Your phone is full of saved reels, funnels, captions, websites, and offers you still haven't turned into a plan
- ✗You keep comparing your brand to people who do not have your goals, your life, or your capacity
- ✗You're tempted to add another service every time somebody online makes it look easy
- ✗Your software still has you doing work AI should be handling
- ✗You need mentorship, accountability, and a community that actually knows your name
- ✗You're trying to build while carrying family, pressure, burnout, self-doubt, and the fear of getting it wrong
- ✗You know you're capable of more, but you need somebody to help you get clear and stay moving
One platform.
Every piece.
No duct tape.
TorpedoTax OS is the operating system powering everything inside TorpedoTax Pro Solutions. Not just software. Not just training. Not another random tool you have to figure out how to connect to the rest of your life.
This is AI powered software, TorpedoTax CRM™, training, marketing systems, compliance infrastructure, mentorship, and community, built together and delivered through one platform, because you don't need more pieces. You need a clear path from preparing a few returns to running a real tax operation.
TorpedoTax OS is that path.
No Hand-Offs
Shamis is personally present in coaching and The Tax Room. Not a VA. Not a hired moderator reading from a script.
No Disappearing Acts
Support doesn't vanish after tax season. The platform, the community, and the coaching are year-round.
No Dead Ends
Every entry point connects to the next. You always have somewhere to grow inside TorpedoTax OS.
"Take my hand. I got you." · Shamis Talib
Start Where You Are.
Grow Where You're Going.
Whether you need software, training, support, team infrastructure, or a full Tax Agency buildout, there's a door here for you, with room to grow when you're ready.
- Your brand in front, our team behind the scenes
- Client intake link + tracking
- Promo scripts + marketing guidance
- Tax fulfillment handled for you
- Community access + live help
- Professional AI tax software access
- Dual software options
- Transparent backend fees
- Live Tax Room support during season
- Unlimited Platinum software support
- Upgrade path when you want more support
- Professional AI tax software access
- TaxPro U training academy
- Done-With-You 30-Day Launch Sprint
- Brand, offer + business foundation
- TorpedoTax CRM™, funnel + automations
- Weekly coaching + Tax Room access
- First 5 returns reviewed with you
- EFIN application guidance + compliance prep
- Office operations systems + SOPs
- Team recruiting + onboarding framework
- Custom landing page + TorpedoTax CRM™ buildout
- ERO-specific coaching + live support
- Team returns reviewed for you
- Service bureau infrastructure setup
- AI Software + sub-account setup
- Revenue share + income stream strategy
- Website, funnel + TorpedoTax CRM™ provisioning
- Preparer onboarding + support workflows
- C-suite mentorship + expansion roadmap
- Done-With-You buildout
- White-label the full TorpedoTax OS platform
- Done-For-You complete agency buildout
- Unlimited licenses + partner sub-accounts
- Full revenue model unlocked
- Private C-suite mentorship with Shamis
- Legacy track + succession planning
- First access to new platform features
This Is What Growth Actually Looks Like
⇡ Move the slider to explore how every level unlocks more clients, more revenue, and more opportunity.
Individual results vary based on effort, experience, market conditions, offer, pricing, and execution. Income figures are illustrative potential, not guarantees. TorpedoTax Pro Solutions does not promise specific earnings.
Eight Pillars. One Operating System.
Software alone does not build a tax business. TorpedoTax OS brings the filing tools, training, foundation, brand, marketing, systems, support, scale path, and revenue infrastructure into one ecosystem.
The TorpedoTax AI Filing Suite
AI-powered intake and filing technology that collects client information, organizes documents, and populates the return for you. You review, approve, and file, with dual software access, unlimited returns, bank products, mobile tools, secure client portal, and automatic fee collection built in.
TaxPro U Skills Lab
Software training, tax law updates, return exercises, bootcamps, AI workshops, prep school, and expert sessions so you're not trying to learn taxes from random Facebook groups at midnight.
The Foundation Blueprint
Business setup, structure guidance, PTIN and EFIN support, banking setup, compliance training, due diligence habits, and return review support, plus the Local Domination Playbook: Google Business Profile optimization, local partnerships, community tax events, and hyper-local marketing built for real neighborhoods..
Brand Authority + The Client Magnet
Brand strategy, identity, landing pages, marketing kits, content support, funnels, lead generation, referral strategy, and retention systems that help people trust you, find you, and come back.
The Systems Vault
TorpedoTax CRM™, automations, workflows, SOPs, intake forms, onboarding and offboarding systems, billing, payroll, team infrastructure, and back-office frameworks.
The TaxPro Society
Mentorship, coaching, The Tax Room live zoom support, accountability, co-working, wins, vents, and real access to Shamis, not a random moderator reading from a script.
The Scale Stack
Team building, contractor training, service bureau development, custom revenue models, white-label options, market research, and the infrastructure to grow beyond.
The Wealth Engine
Profit share, performance bonuses, business finance training, income boosters, off-season revenue strategies, business credit support, and additional income pathways designed to help you build beyond tax season.
What's coming in 2027.
The Client Engine
A done-for-you lead generation system that runs inside your TorpedoTax OS account. Attract clients without chasing them.
E.V.A. Connect
An AI-powered virtual call center built for tax agencies. Inbound inquiries handled, appointments booked, and clients never left on hold.
Agency CFO Dashboard
Real-time financial visibility across your entire operation. Revenue tracking, preparer performance, and profit margins in one place.
The things that keep tax pros
from folding under pressure.
These are not random bonuses dressed up as differentiators. They are direct answers to the problems that shut tax operations down: compliance fear, client churn, undercharging, burnout, inconsistent marketing, and having nobody to call when things get real.
🛡️ The Compliance Shield
Due diligence checklists, audit-proof documentation habits, IRS letter protocols, and a hotline for when things get complicated. Your career protection is built into the platform.
🔄 The Client Comeback Campaign
Pre-loaded automation that keeps clients warm year-round: post-filing follow-up, mid-year check-in, October warm-up, January rebooking, and referral prompts. Your follow-up stops living in your memory.
💰 The Pricing Power Module
What to charge, how to present your fees with confidence, how to handle "my cousin does it for $50," and when to raise your prices without apologizing. The money conversation nobody prepared you for.
🚀 Done-With-You Launch Sprint
Your first 30 days mapped and supported: setup, brand, marketing, and first-client action. No wandering around with a login, a notebook full of ideas, and no clue what to do first.
✅ First 5 Returns Review Guarantee
Your first five returns reviewed with you before submission, so you are not sitting there terrified you're about to mess up a real client's taxes. The fear gets addressed before the return goes out.
📊 Season Readiness Audit
Pre-season checklist covering EFIN status, bank enrollment, software setup, marketing calendar, pricing, compliance docs, and capacity. January does not get to sneak up and drag you.
⚖️ Balanced Boss Protocol
Work-life structure for tax season: office hours, capacity planning, co-working blocks, boundaries, burnout prevention, and support for building in real life, not in fantasy entrepreneur land.
📅 The Off-Season Income Map
A revenue plan built in May and covering June through December. No more feast in January and famine in July. The off-season is setup time.
🤝 Real Access to Shamis
Not a VA. Not a hired moderator. Not somebody reading from a script. Shamis is personally present in The Tax Room and personally involved in coaching. In this industry, real access is rare, and it matters.
I thought I'd still have 0 clients by now.
I've done 8 clients so far and 6 more in process.
Without Shamis, I wouldn't have made it this far.
Built by Someone Who's
Been on Both Sides.
Shamis Talib helped build one of the leading tax software companies from the inside, training teams, leading compliance, and seeing how the backend of this industry really works.
She also saw the part nobody likes to say out loud. Talented tax pros were being handed software, pushed to produce, and left without the structure, mentorship, protection, or roadmap to grow past where they started.
So she left and built what they actually needed.
Not another hype platform. Not another "buy this software and figure it out" setup. Not another room where your money gets collected and your growth gets ignored.
TorpedoTax Pro Solutions was built by a woman who knows what it feels like to be building while life is still life-ing: bills due, kids watching, confidence shaking, and the vision still pulling at you anyway.
No rented Lamborghinis. No fake income screenshots. No paying to look important in rooms that never cared about the people at the bottom of the ladder.
Just real experience, real infrastructure, and a real hand reaching back.
"Those at the top are supposed to send the ladder back down. Every time. I'm just trying to be the person I needed when I first started."
- Former corporate trainer and compliance lead for a leading tax software company
- Helped train and support one of the largest tax pro teams in the industry
- Built TorpedoTax Pro Solutions after seeing preparers left without a real growth path
- Founder of TaxPro U and creator of the Tax Agency model
- Personally present in The Tax Room, coaching, and partner support
- Digital marketer, systems builder, and advocate for tax pros who are ready to grow with structure
We're Not Looking for Signups.
We're Building the Next Generation of Tax Agencies.
Every relationship starts with a conversation. Book a Growth Strategy Call and we'll discuss where you are, where you're trying to go, and which TorpedoTax Pro solution best supports your next stage of growth. No pressure. Just real strategy.
We're building a network of tax pros who are serious about growth, compliance, support, and building something real.
If that's you, we want to talk.
Strategy calls are confirmed within one business day.
Real Tax Pros. Real Results.
These are a few tax pros who've built with us.
Their words, their wins.
I'm so happy this year I'm finally seeing double digits! This year I finally took off and did numbers!! S/o to Shamis Talib for encouraging me and pushing me even harder this tax season. I appreciate everything.
View Original Post →Ms Shamis is AWESOME! She makes our Bootcamp Training so interesting and fun! She is very knowledgeable and helpful in answering our questions.
View Original Post →My overall experience has been great. Special thanks to Shamis Talib! She’s very knowledgeable and willing to help, best mentorship I ever had. I highly recommend.
View Original Post →Thank you Shamis Talib for your help in the tax room. It is a blessing to be able to come in and get our questions answered correctly and relieve our minds during this crazy tax season.
View Original Post →Boot camp is amazing!!! Learning so much from our team and especially Shamis Talib!
View Original Post →Shamis helps me so much! No question is a dumb question. She has such patience and her personality is 100 Plus! Thank you so much for showing us what a servant leader looks like!
View Original Post →Questions We Get Asked
Welcome to
the Tax Agency.
Not sure where to start? Use Find My Entry Point to explore your options, then book a Growth Strategy Call to create your plan.