Service bureau for tax professionals

Run your tax business. Keep your fees.

Professional tax software, bank product relationships, and real support from someone who has built tax offices across the country. Get set up before filing season opens.

Switch to PH2 → See the software
100%of your tax prep fees stay in your pocketAsk how it works for your office
3 software optionsCrosslink, TaxSlayer, TaxWise
4 bank partnersFor refund transfers
60 officesBuilt by your support lead
1,000s trainedTax professionals nationwide
Your software

Pick the software that fits how you work

PH2 offers three of the industry's leading professional tax programs, co-branded for your business.

Co-branded

Crosslink

A full professional suite for individual and business returns, built for high-volume offices.

Co-branded

TaxSlayer

Desktop or online, with an easy interface that works well for new and growing preparers.

Co-branded

TaxWise

Trusted, data-entry-friendly software preferred by many experienced tax offices.

★Your software could be free. Depending on how many returns you filed, we may be able to cover your software cost. Tell us your volume and we'll show you the numbers.
Bank products

Offer refund transfers through the banks your clients trust

We have relationships with four major bank product providers, so you can choose what works best for your office.

TPG
Refund Advantage
Republic
APS
Cory L. Hughes
60tax offices built around the country
1,000sof tax professionals trained
Real support

Support from someone who's built this business

When you join PH2, you're not stuck with a call center. You get guidance from Cory L. Hughes, who has built 60 tax offices around the country and trained thousands of tax professionals.

  • Help choosing the right software and bank product for your office
  • Setup support so you're ready before filing season
  • Business guidance from someone who has done it at scale
How switching works

Three steps to your new setup

Tell us about your office

Fill out the form with your current software and how many returns you filed last season.

Get your options

We'll walk you through software, bank products, and what your costs could look like.

Get set up

We help you get your co-branded software and bank product ready before filing season opens.

Questions

Common questions

Is the software really free?

It can be. It depends on how many returns you filed. Fill out the form with your volume and we'll tell you exactly what your cost would be.

Can I switch if I already use another provider?

Yes. Many preparers switch before the new filing season. We'll help you choose the software and bank product that fit your office.

What does "co-branded" mean?

Your software is set up with your business identity alongside PH2, so your clients see your brand.

I'm new to tax preparation. Is this for me?

If you're just getting started, look at the PH2 Tax Mastermind first. It teaches you how to prepare taxes and build a tax business.

Get started

Let's set up your office for tax season

Tell us a little about your business and we'll reach out with your options and pricing.

Prefer to talk now? Call 214-489-0118
or email Cory@PH2Taxsolutions.com

Want to start a tax business from scratch?

The PH2 Tax Mastermind teaches you how to prepare taxes and build your business.

Learn about the Mastermind →