Join the #1 Community for Aspiring and Experienced Tax Professionals
Whether you’re ready to seed, bloom, thrive, or harvest, Prosperity Rose Tax & Financial Services gives you the structure, strategy, and support to build, grow, and scale real wealth.
Why Join Prosperity Rose?
Step by Step Support
From forms to filings, we've got you covered
Mentorship That Matters
Learn from experts with real results
Done for You Resources
Intake forms, scripts, marketing kits & more!
Flexible Earning Options
80/20 splits or 100% ownership of your choice
Leadership Opportunity
Become a services bureau and build your own team
Nationwide Community
Be part of a movement, not just a business
From Seed to Access - Your Path to Prosperity is growing with PR Digital Systems
Choose the package that fits your level of experience and business goals. Whether you're just getting started or ready to build your tax empire, we have a package for you.
SEED
60/40 Split
$97
$497
Just the Software -
No Extras
Perfect for New or Part-time Tax Pros who want guidance and support.
Access to PRDS Software
Unlimited Returns
Bank Products
CRM & Email Access
Team Support Mentorship
Forms & Templates
Tax Academy
Marketing Material
Weekly payroll
BLOOM
80/20 Split
$297
$997
Software + Mentorship + Community
Perfect for Advance Tax Pros or EROs who want guidance and support.
Everything in SEED plus
You keep 80% of what you earn
If during season you meet 100 funded returns, you automatically move to the next tier for the next tax season
THRIVE
100%
$897
$1297
Full Earnings + Branding Support
+ 1 on 1 Support
This one's for serious business owners ready to go all in.
Everything in BLOOM plus
You keep 100% of your earnings
One-one-One mentorship with a senior tax pro
Branded Marketing Materials
Starter Business Toolkit (client intake forms, scheduler links, e-sign setup)
Personalized Strategy Call
**Add Full-service CRM System with Team Automations for an additional fee
HARVEST
100% +
$1497
$2297
Build Your Team & Make Passive Income
This one's for serious business owners ready to go all in as an ERO with extra perks.
Everything in THRIVE plus
You keep 100% + earn overrides when your team files return
Advanced mentorship on building and managing a tax team
Reseller Rights- make money by bringing on new partners
Sub-partner Management Tools and Setup
Done for you sales scripts and funnels to help grow
VIP Support from Joanna and leadership team
**Add Full-service CRM System with Team Automations for an additional fee
LEGACY
$1997
$2497
Co-Branded Software + Resell Options + Full SB Set-Up/DFY + Community
For Leaders who want to run their own Service Bureau and earn override income.
ACCESS
$297
$797
Just the Software - No Extras
This is for you if you already know what you're doing and just need tax software.
Tax Software included (for one office/EFIN)
Unlimited Tax Returns
Unlimited Users (add PTIN team members for FREE)
Bank Products access (refund transfers, advances)
Basic Tech Support Only
No Training, mentorship and business growth support
TESTIMONIALS
Hear From Our Partners
Joining Prosperity Rose was the best move I made this season. The support, structure, and systems are unmatched. I went from confused to confident real quick.
The CRM and automations changed everything for me this season. From client intake to follow-ups, everything ran smooth and organized. No chaos, no missed steps—just consistent, stress-free money flow.
I finally found a system I can trust. Everything is transparent—from the tax software to the backend fees—no surprises, just clarity. It makes it easier to focus on my clients and actually grow my business.
NOT SURE WHICH PACKAGE IS FOR YOU?
Frequently Asked Questions
Question 1: Do I need tax experience to join?
No prior tax experience is required. We provide comprehensive training and mentorship to help you succeed.
Question 2: Can I upgrade later?
Yes, you can upgrade your package at any time to access additional features and support.
Question 3: What's included in the mentorship?
Our mentorship includes one-on-one coaching sessions, access to a private community, and regular webinars.
Question 4: Do I need an EFIN?
An Electronic Filing Identification Number (EFIN) is required to file tax returns. We assist our partners in obtaining their EFIN.
Question 5: How Do I Get Paid?
When your clients get paid, you get paid! Once a client’s tax refund is funded, your prep fees are automatically deducted and deposited directly into your account. Fast, secure, and simple. You’ll always know where your money is. Detailed earnings reports are available in your dashboard.
