YOUR NEXT CHAPTER STARTS HERE

Build Your Tax Business with Confidence. Grow with the Right Support.

Tax Expertise • Business Systems • Professional Growth

Gain access to professional tax software, practical training, proven business processes, and mentorship from Dr. Brooklyn Toles. Whether you're starting your journey or preparing to grow, B&T Tax Solutions provides the tools and guidance to help you move forward.

100% Cloud Tax Software
1-on-1 Mentorship
IRS & PTIN Guidance
Dr. Brooklyn Toles, founder and mentor of B&T Tax Solutions
Founder & Your Personal Mentor

Dr. Brooklyn Toles

Your Growth Starts Here

The Tools. The Training. The Mentorship.
All in One Place.

Building a successful tax business takes more than knowing how to prepare a return. It requires reliable technology, professional knowledge, efficient systems, and the right support.

At B&T Tax Solutions, we bring these essential resources together to help tax professionals develop their skills, serve clients confidently, and create a business built for sustainable growth.

CONNECTED TO THE INDUSTRY. COMMITTED TO YOUR GROWTH.
CrossLink Professional Tax Software
EPS Financial
Refund Advantage
Santa Barbara TPG
OLT Pro
TaxSlayer Pro
WHAT WE OFFER

Everything You Need to Prepare, Serve, and Grow.

Our software, training, and mentorship solutions are designed to help you work more efficiently, strengthen your professional capabilities, and establish a business you can be proud of.

Professional Tax Software

Access tools designed to support federal and state tax return preparation and filing.

Practical Software Training

Learn how to use your tax preparation tools through clear, structured guidance.

Mentorship & Professional Support

Get guidance, encouragement, and practical insights as you develop your career.

Business Development Systems

Learn processes that help you organize operations, manage clients, and prepare for growth.

Client Workflow Tools

Create a more organized experience from client onboarding and document collection to return preparation.

Compliance-Focused Practices

Develop habits that emphasize professionalism, confidentiality, due diligence, and responsible tax preparation.

COMPREHENSIVE TAX SOLUTIONS

Solutions for Every Filing Situation.

Through B&T Tax Solutions, our software, training, and systems equip you to confidently prepare, review, and file across the full spectrum of client needs.

Individual Tax Returns

Complete filing for W-2 income, dependents, earned income credits, education deductions, and common personal tax situations.

Self-Employed & 1099 Returns

Schedule C preparation for freelancers, independent contractors, gig economy workers, and solo service providers.

Small Business Tax Returns

Tax filing and reporting structures designed for business owners, LLCs, partnerships, and growing entrepreneurs.

Prior-Year Unfiled Returns

Helping taxpayers catch up on multi-year unfiled returns, understand penalty relief, and determine actionable next steps.

Amended Tax Returns (1040-X)

Mastering the amendment process to correct previously filed returns, missed credits, or IRS adjustment notices.

Tax Planning & Proactive Strategy

Going beyond reactive April filing with year-round strategic guidance to help clients make informed financial decisions.

Expanded Capabilities

Where Integrity Meets Excellence.

In addition to core tax preparation, B&T Tax Solutions supports your practice in offering complementary client services that build long-term advisory relationships and year-round value.

ITIN Assistance

W-7 Filing Guidance

Notary Services

Document Verification

Credit Consulting

Financial Wellness

Business Setup

EIN & Formation

YOUR AMBITION BELONGS HERE

Designed for Every Stage of Your Tax Journey.

Wherever you are today, B&T Tax Solutions provides the guidance, structure, and software to help you take the next step.

Start With Confidence

New Tax Preparers

Step into the industry with full practical training, tax software setup, and a mentor guiding your first returns.

  • No previous experience required
  • Step-by-step preparation training
  • Guidance through your first season
Popular
Take The Next Step

Experienced Preparers

Upgrade your software, access structured client workflows, and collaborate with experienced peers to scale.

  • Professional software & bank products
  • Streamline client onboarding
  • Build your independent brand
Create A New Chapter

Entrepreneurs & Switchers

Build a scalable tax business around your existing career or launch a dedicated full-time practice.

  • Flexible business systems
  • Develop client acquisition strategies
  • Build for long-term equity
YOUR PATH FORWARD

A Clearer Path to Building Your Tax Business.

Follow a proven, structured journey from your first inquiry to operating a thriving, professional tax business.

01

Submit Your Application

Tell us about your experience, business goals, and the support you're looking for.

02

Connect With Our Team

Discuss the available program options, tools, training, and mentorship to determine the right fit.

03

Get Started

Once accepted and enrolled, begin accessing the resources available through your selected program.

04

Build With Confidence

Apply what you learn, develop your processes, and continue building your tax business with the support available to you.

ALL-IN-ONE PROFESSIONAL SOLUTIONS

Prepare with Confidence. Operate with Structure. Grow with Purpose.

From tax preparation technology to practical business education, B&T Tax Solutions helps you develop the knowledge and systems needed to work professionally and efficiently.

Federal and State Tax Preparation

Tools designed to support federal and state tax return preparation and filing.

Secure Client Information Workflows

Structured processes for collecting and handling client information responsibly.

Tax Software Orientation and Training

Structured guidance to get comfortable with your tax preparation tools.

Structured Business Processes

Organized operational systems to run your office smoothly and efficiently.

Professional Development Resources

Materials supporting continuous learning and industry compliance.

Mentorship and Ongoing Guidance

Practical support and answers as you develop your practice.

*Specific software features, support levels, and program inclusions depend on the selected offering.

Dr. Brooklyn Toles at her office desk, Founder of B&T Tax Solutions
Founder & Lead Mentor

Dr. Brooklyn Toles

B&T Tax Solutions • Houston, Texas

MEET YOUR MENTOR

Meet Dr. Brooklyn Toles

Founder of B&T Tax Solutions

Dr. Brooklyn Toles is committed to helping aspiring and developing tax professionals build the knowledge, confidence, and business foundation needed to pursue their goals.

Through B&T Tax Solutions, she brings together practical education, professional tools, business development strategies, and mentorship to help individuals navigate the tax preparation industry.

Her approach emphasizes professionalism, ethical business practices, continuous learning, and the importance of having the right systems in place.

Whether you're preparing to enter the industry or looking to strengthen your existing operations, her goal is to help you move forward with greater clarity and purpose.

VOICES OF GROWTH

Real Professionals. Real Progress.

Hear from tax professionals who have built their confidence and their business with the support of B&T Tax Solutions.

"B&T Tax Solutions gave me the structure I was missing. The software training was clear, and Dr. Toles's mentorship helped me file my first season with total confidence."
MR

Marcus Reed

Independent Tax Preparer • Houston, TX

"I went from feeling overwhelmed to running an organized practice. The business systems alone transformed how I onboard and serve my clients."
TW

Tanya Williams

Owner, Williams Tax Services • Pearland, TX

"The mentorship is what sets this apart. Having a professional in your corner during peak season made all the difference for my growing business."
DC

Derek Coleman

Entrepreneur & First-Year Preparer • Katy, TX

TAXPAYER UTILITY

Already Filed? Check Your Refund Status.

Waiting for your refund? If you or your clients selected a Refund Transfer or eligible bank product through SBTPG, you can check the status of your Refund Transfer directly through the official taxpayer portal.

Direct link to official taxpayer portals. B&T Tax Solutions provides integrated bank product training and setup for enrolled tax preparers.

LET'S CLEAR THINGS UP

Your Questions.
Answered.

Big decisions deserve clarity. Here are answers to the most common questions about joining our program.

YOUR NEXT CHAPTER STARTS HERE

Your Tax Business Has Potential. Let's Build on It.

You don't have to figure out every step on your own. Discover the tools, training, and professional guidance available to help you take your next step with confidence.