Want To Become A Tax Preparer? Join The Waitlist Now! — Want To Become A Tax Preparer? Join The Waitlist Now!
Navigating taxes and finances can be stressful, we make it simple. Whether you’re an individual or a business owner, we provide expert tax preparation, bookkeeping, and financial services to help you stay compliant, maximize deductions, and achieve financial success.
At Cowan Tax & Financial Services, we do more than file taxes—we help individuals and businesses save money, stay compliant, and grow with confidence. With years of experience and a client-first approach, we ensure every financial decision you make is informed, strategic, and stress-free.
TAX PREPARATION
Individual Tax Returns (Form 1040) Self-Employed & Freelancers (Schedule C) Amended Tax Returns & much more!
BUSINESS SERVICES
Business Entity Formation (LLC, EIN, etc.) Business Compliance & Filings 1099 Contractor Support & much more!
SOFTWARE PURCHASING & SETUP
Tax Software Sales (GenPro Tax Solutions – Starter, Growth, Prime & Mastery Plans) Personalized Software Recommendations ERO Setup Support & much more!
TAX PRO TRAINING & EDUCATION
8-week Tax Training Program PTIN & EFIN Setup Guidance Software Training & much more!
ABOUT OUR BUSINESS
At Cowan Tax & Financial Services, we don’t just file taxes — we build tax bosses. From individuals to small business owners, we help you take control of your finances, grow with confidence, and win at tax season every time. Whether you’re filing, launching, or learning the tax game, we’ve got your back.
OUR PACKAGES
TIER 1: STARTER
Perfect for new tax pros with a PTIN who want to start filing returns right away. Includes everything you need to get started under our company.
ONLY $99
WAS $197
TIER 2: GROWTH
Designed for entrepreneurs ready to launch their own tax business. Get step-by-step support on setup, pricing, and scaling.
ONLY $197
WAS $397
TIER 3: PRIME
For experienced preparers ready to build a team and grow fast. Includes tools to expand, hire, and run a real operation.
ONLY $497
WAS $997
TIER 4: MASTERY
Our full-service bureau package with 100% software ownership. Built for leaders who want control, profit, and growth at scale.
ONLY $1,322
WAS $2597
OUR SIMPLE 4 STEP PROCESS TO GET STARTED
Training & Technology
With Cowan & Financial Services, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
Marketing Strategies
Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.
PERSONAL COACH
Your personal coach will be an individual who operated a tax office and counseled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
QUICK LINKS
ABOUT US
IRS.GOV
1-ON-1 COACHING
MENTORSHIP
THANK YOU FOR CHOOSING COWAN TAX & FINANCIAL SERVICES!
We’re dedicated to helping you achieve your goals, whether it’s starting your dream business, finding the perfect work-from-home opportunity, or simplifying your tax journey. Your success is our priority, and we’re grateful to be part of your journey. Let’s grow together!
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