Your Partner in Professional Tax Software

Welcome to Mindful Financial Solutions—your partner in professional tax software and business success. Whether you're launching your tax business or upgrading your software for the season, we offer reliable, affordable, and user-friendly tools that make tax preparation smooth and profitable. 

 Our packages are built for tax professionals at every stage, with real support and no hidden fees. Ready to take your tax business to the next level?

Take Your Tax Office to the Next Level

Running a successful tax business starts with the right tools. Our professional tax software is designed to streamline your workflow, reduce errors, and give you the freedom to serve clients faster and more efficiently. Whether you’re just starting out or looking to upgrade, we’ll help you hit your goals this season and beyond.

OUR SOFTWARE PACKAGES

Tax Pro Package  |  $347.00

Perfect for Aspiring Tax Professionals! Launch your career with confidence! 

Key Features: 

✔ Tax Preparation Training  

✔ Assistance with Business Registration 

✔ PTIN Registration 

✔ Professional Tax Software

✔ Client Portal 

✔ Bank Products w/ up to $6000 advances 

✔ Year round support and much more!

ERO Essential 1  |  $147.00

Powered by TaxSlayer Pro | Built for EROs

Designed specifically for EROs looking to streamline their office with professional software and tools to run their business effectively. 

 ✔ TaxSlayer Pro Cloud-Based Software 

✔ Unlimited E-Filing 

✔ Unlimited Preparers 

✔ Choice of Bank Product 

✔ Back-End Setup & Training 

✔ On-Demand Software Support 

 Everything you need to run a compliant and profitable tax office — at an entry-level price.

ERO Essential 2  |  $247.00

Powered by OLT  Built for EROs 

Designed specifically for EROs looking to streamline their office with professional software and tools to run their business effectively. 

✔ TaxSlayer Pro Cloud-Based Software 

✔ Unlimited E-Filing 

✔ Unlimited Preparers 

✔ Choice of Bank Product 

✔ Back-End Setup & Training 

 ✔ On-Demand Software Support 

 Everything you need to run a compliant and profitable tax office — at an entry-level price.

Service Bureau  |  $1497.00

This is the complete “Business-in-a-Box” solution for tax entrepreneurs ready to scale.

 Whether you’re launching or upgrading your service bureau, this package offers all the tools to grow, brand, and manage your tax office like a pro. Includes Everything in ERO Package PLUS: 

✔ Choice of Branded TaxSlayer Pro or OLT  

✔ Unlimited E-Filing 

✔ Jotform or Cognito CRM Buildout 

✔ Branded Software + Client Portal 

✔ Service Bureau (SB) Fees Paid in Real-Time

✔ PTIN Packages Available (case-by-case) 

✔ Unlimited Software Releases 

✔ Full Library of Tax Courses & Templates 

✔ 1-on-1 Strategy Support 

✔ NO Annual Renewal Fees

Become a Tax Partner in Just 3 Easy Steps

Discover How Mindful Pro Software Works

01

Step 1 – Pick Your Perfect Partner Package

Choose the partner package that best fits your tax business needs. Whether you’re just starting out or expanding your office, we have options designed to help you succeed.

02

Step 2 – Access Your Secure Partner Portal & Onboard

Once you sign up, you’ll receive access to our secure partner portal. Complete your quick onboarding checklist so we can gather all the details needed to set up your software.

03

Step 3 – Get Your Software Delivered Within 48 Hours

We’ll have your professional tax software ready and delivered in as little as 48 hours. You’ll be fully equipped to start serving clients—fast, simple, and stress‑free.

Your Secure Partner Portal—Open 24/7

Inside your portal, you can: 

- Access your tax software license & downloads 

- Complete onboarding workflows and checklists 

- Manage ERO setup and bank product enrollment 

- Watch on-demand training and refresher courses 

- Receive announcements and compliance updates 

- Book 1-on-1 strategy calls or request support tickets

OUR REVIEWS

I purchased the Tax Pro Launch Package and filed my first client within a week. The software was simple and the support team answered all my questions.

— James P.

The Service Bureau Elite Package helped me set up my own team and earn on every return. Totally worth the investment.

— Keisha M

https://mfsandsoftware.com

Phone: 205-580-9489

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