Our Early Preparation Group is already preparing for the 2027 tax season.
You’re busy filing taxes while
others are preparing for
next Tax Season?
This is their time advantage:
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Automate your operations, stay organized, and grow clients
without burning out or working more hours.
What if tax season felt lighter instead of overwhelming?
The difference isn’t more effort.
It’s better systems and the right guidance — before it’s too late to change them.
Inside this free community, tax professionals learn how to:
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Reduce operational stress
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Stay organized during peak season
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Prepare intentionally for what’s coming next
No pressure.
No sales pitch.
Just clarity, support, and preparation — at your own pace.
Join the Free Community
This is your first step.
Inside the community you’ll get:
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Free resources
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Live expert sessions
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Real support from people who understand tax season
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Guidance focused on automation, preparation, and sustainability
You don’t need to decide anything today.
You just need to stop going through this alone.
Learn the Basics Every Tax Pro Needs
Inside the community, we help you build a solid foundation — step by step, in plain language:
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How to apply for your PTIN and EFIN
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Understanding core IRS requirements
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Setting up simple client intake & follow-ups
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Organizing documents and workflows
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Using automation to reduce manual work
This is not theory.
It’s practical guidance designed for real tax professionals.
Earn Free Software by Doing Business
PTS operates on a simple model designed for tax professionals who want to scale without extra pressure.
If you process 50+ bank products, your tax software is FREE.
Instead of charging high monthly fees, PTS earns through bank product volume —so incentives stay aligned.
Inside the community, we explain:
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How bank products work
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How to qualify and scale them
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How to structure your operations to reach the threshold
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How to increase benefits without increasing chaos
No obligation.
No rush.
Just understanding how the system works.
About Us
PTS Tax simplify the tax industry experience…
PTS Tax is led by Tony Farrell, with over 31 years of experience helping tax professionals navigate every phase of the tax cycle. His guiding principle is simple: “Proper preparation prevents poor performance.”
PTS exists to help tax professionals prepare earlier, work with less stress, and build stronger businesses using smarter systems — not longer hours.
We bring together automation, expert guidance, proven workflows, and community so tax pros can stay ahead while others scramble at the last minute.
Our model is aligned: we only win when you win.
Those who prepare early gain the advantage. Those who wait feel the pressure.
A Community Built by Real Tax Professionals
This isn’t a course.
It’s a working community of tax professionals preparing together for what’s next.
Hundreds are already inside — sharing insight, systems, and real experience
to avoid repeating the same mistakes every season.
This is how movements start:
early, focused, and aligned.
Tax professionals
Years in business
Bank Products
What You Get Inside the PTS Tax Community
Professional Support
Get guidance from experienced tax professionals — not generic advice.
Expert Calls
Live group calls where experts break down real cases, systems, and decisions.
Clear Guidance
Step-by-step direction so you know what to fix, when, and why.
Marketing Support
Guidance on client acquisition, positioning, and seasonal campaigns
Free Software Access
Qualifying members get access to tax and automation tools used at scale.
Tax Automation 101
Learn how to use automation to reduce workload.
Testimonials
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Don’t Relive This Tax Season Chaos in 2027
We support you through this tax season — and we prepare you, step by step, for the next one. The countdown marks when preparation closes and execution begins.