YOUR TAX BUSINESS STARTS HERE
At Cornerstone Executive Consulting, we turn tax professionals into business owners and business owners into leaders. Whether you're brand new or ready to build your empire — you've found the right home.
YOUR TAX BUSINESS STARTS HERE
At Cornerstone Executive Consulting, we turn tax professionals into business owners and business owners into leaders. Whether you're brand new or ready to build your empire — you've found the right home.
WELCOME TO CORNERSTONE EXECUTIVE CONSULTING | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO CORNERSTONE EXECUTIVE CONSULTING | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
WELCOME TO CORNERSTONE EXECUTIVE CONSULTING | BUILD, GROW & SCALE YOUR TAX OR SERVICE BUREAU BUSINESS!
CHOOSE YOUR LEVEL
We meet you where you are. Whether you're holding a PTIN and a dream or you're ready to launch a full-scale service bureau, there's a package built for exactly where you're standing right now.
NextLevel 1
PTIN Package
Revenue Share: 70/30 | PTIN Required | $297
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
NextLevel 2
EFIN Package
No Revenue Share | PTIN & EFIN Required | $497
Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
NextLevel 3
Reseller Package
No Revenue Share | PTIN & EFIN Required | $999
Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
NextLevel 4
S. Bureau Package
No Revenue Share | PTIN & EFIN Required | $2,499
For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
HOW TO GET STARTED :
Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.
CHOOSE YOUR LEVEL
We meet you where you are. Whether you're holding a PTIN and a dream or you're ready to launch a full-scale service bureau, there's a package built for exactly where you're standing right now.
NextLevel 1
PTIN Package
Revenue Share: 70/30 | PTIN Required | $297
Great for beginners ready to grow. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
NextLevel 2
EFIN Package
No Revenue Share | PTIN & EFIN Required | $497
Perfect for tax pros ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
NextLevel 3
Reseller Package
No Revenue Share | PTIN & EFIN Required | $999
Designed for tax pros ready to scale. Get the blueprint to grow your business, build a team, sell software, and create a powerful brand—with full support every step of the way.
NextLevel 4
S. Bureau Package
No Revenue Share | PTIN & EFIN Required | $2,499
For tax pros ready to go big. Includes co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
WHAT SETS
US APART
SOFTWARE + SUPPORT BUILT FOR YOUR SUCCESS
We don't just hand you a login and wish you luck. From the moment you join, you're plugged into a network of tools, coaches, and community designed to help you build something that actually lasts. Our tech is intuitive, our training is thorough, and our coaches have real experience in this industry — not just theory.
MARKETING THAT MOVES CLIENTS
Filing taxes is the easy part. Building a book of clients that keeps growing year after year — that's the skill we teach. We give you real strategies for real client acquisition: digital, local, referral-based, and everything in between. You'll never have to wonder how to find your next client again.
A COACH WHO'S BEEN IN YOUR SHOES
Your business coach isn't a generic customer service rep. They're someone who has built a tax business, navigated the hard seasons, and come out on the other side with results. They know this industry from the inside, and their job is to make sure you succeed in it.
WHAT SETS US APART
SOFTWARE + SUPPORT BUILT FOR YOUR SUCCESS
We don't just hand you a login and wish you luck. From the moment you join, you're plugged into a network of tools, coaches, and community designed to help you build something that actually lasts. Our tech is intuitive, our training is thorough, and our coaches have real experience in this industry — not just theory.
MARKETING THAT MOVES CLIENTS
Filing taxes is the easy part. Building a book of clients that keeps growing year after year — that's the skill we teach. We give you real strategies for real client acquisition: digital, local, referral-based, and everything in between. You'll never have to wonder how to find your next client again.
A COACH WHO'S BEEN IN YOUR SHOES
Your business coach isn't a generic customer service rep. They're someone who has built a tax business, navigated the hard seasons, and come out on the other side with results. They know this industry from the inside, and their job is to make sure you succeed in it.
READY TO BUILD YOUR OWN SERVICE BUREAU?
The Cornerstone Executive Consulting Mentorship Program is for serious tax professionals who want direct, high-level access to CEO Kelsey Paige. If you're scaling a team, launching a bureau, or trying to break through a plateau — this is the room you need to be in.
READY TO BUILD YOUR OWN SERVICE BUREAU?
The Cornerstone Executive Consulting Mentorship Program is for serious tax professionals who want direct, high-level access to CEO Kelsey Paige. If you're scaling a team, launching a bureau, or trying to break through a plateau — this is the room you need to be in.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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. It’s 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.
TRUSTED PARTNERS.
REAL RESULTS.
We've established working relationships with the industry's most trusted banking product providers. That means your clients get fast access to refunds and advance loan options — and you get a reputation as someone who delivers. These are the relationships that keep clients coming back.
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. It’s packed with tools and features