Guided by Principle. Driven by Purpose.

Join Alpha & Omega Financial — where we equip you with the tools, training, and support to succeed. Whether you’re just starting out or scaling fast, we’re here to help you grow and assist with all your clients’ tax filing needs.

Apply Now

Avg rating 4.8 makes us world best agency

Trusted By Leading Brands In Accounting Excellence

About Us

Enjoy Personalized Tax And Accounting Services With Expert Care

At Alpha & Omega Financial, we believe your financial situation, obligations, and goals are unique, and we offer individualized services to represent your status to the IRS accurately. Whether your business has outgrown its entity type or you want to create a tax plan to help you limit liabilities, we have the information and insight you need. Here are some of the services our tax preparers and strategists offer:

Individual Tax Preparation

Business Tax Preparation

Professionalism

Quality

Responsiveness

Tax Software Provider

Learn More

Expert Tax And Accounting Services For Your Success.

Tax Filing

We provide precise tax return services, helping you claim all eligible deductions and reduce your tax burden for a smooth and worry-free tax season.

Bookkeeping Services

We manage your financial records by tracking expenses and creating critical financial statements to keep everything in check.

Financial Planning

Expert guidance to lower your tax obligations and boost savings tailored to your personal or business goals.

Payroll Management

We handle payroll efficiently, ensuring your staff receives correct payments without delay

Comprehensive Reports

Clear and detailed financial statements designed to give you a better understanding of your financial position.

Audit Assistance

Reliable guidance to manage audits smoothly and ensure adherence to tax regulations.

Contact Us For Financial Solutions Now.

Cost Effective Solutions For Expert Accounting Services.

Enjoy Full Price Transparency, Ensuring You're Always Informed About Your Expenses.

Beginner Tax Pro

$79

Our Beginner Tax Pro package is designed to help aspiring tax preparers step into the industry confidently and with full support. This all-inclusive package gives you access to everything you need to start preparing taxes professionally—no prior experience or EFIN required.

Professional Tax Software:
Access our branded, user-friendly tax preparation platform designed for speed, accuracy, and compliance.

Software Training:
Learn how to use the software effectively through hands-on training sessions.

Client Forms:
Ready-to-use forms to help you onboard and organize your client data with ease.

IRS Registration Assistance:
Get guided support through the IRS registration process to ensure you meet federal requirements.

Offer Tax Loans:
Gain access to bank products that allow your clients to receive tax refunds quickly through tax advance loans.

Marketing Strategies:
Proven strategies to help you attract and retain clients—both online and offline.

Tech Support:
Ongoing tech assistance to keep your systems running smoothly.

Support Group:
Be part of an exclusive community of new and experienced tax professionals.

Tax Return Review:
Have your tax returns reviewed before submission to ensure accuracy and avoid costly mistakes.

Invite to Exclusive Events:
Gain insider access to business networking, training, and empowerment events hosted by Alpha & Omega Financial. 60/40 Revenue Share.

Keep 60% of every return you file—earn while you learn and grow your client base.

No EFIN Required

This is a non-EFIN program—perfect if you’re just starting and haven’t obtained your own EFIN yet.

Perfect for new tax professionals ready to start earning without an EFIN!

ERO Elite

$299

Already seasoned in tax prep? The ERO Elite Pro package gives you everything you need to build and scale your own firm. Your brand, your rules.

Branded professional tax software

Custom business setup

Software + bank registration training

Client forms + payroll setup

Weekly coaching + marketing strategies

Recruiting + team-building training

Tech support + private support group

Set your own fees, add unlimited partners

NO revenue share | EFIN required

Take full ownership of your business and profits

Frequently Asked Questions

Explore Our Common Queries and Solutions

What services are included in the Beginner Tax Pro?

The Beginner Tax Pro offers access to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.

How often will I receive financial reports with the ERO Elite?

With the ERO Elite, you will receive quarterly financial reports along with all the features of the Basic Plan, tax-saving advice, and a dedicated account manager.

What additional support does the ERO Elite offer?

The ERO Elite includes weekly financial updates, comprehensive tax planning, unlimited phone support, and personalized business growth strategy, along with all features from the Pro Plan.

How do I contact customer support?

You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.