GROW YOUR OWNPROFITABLE TAX OR SERVICE BUREAU
From startup to scaling, we provide the premium tools and strategy to build your empire
At Opulux, we specialize in helping driven tax pros and service
bureaus grow with intention,
elegance, and full support
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU
From startup to scaling, we provide the premium tools and strategy to build your empire
At Opulux, we specialize in helping driven tax pros and service
bureaus grow with intention, elegance, and full support
At Opulux, we know taxes aren’t just about forms and numbers. It’s about creating opportunity,
building wealth, and setting up a future you can actually be proud of.
We’re not just here to give you software. We’re here to help you grow, scale, and boss up. If
you’re ready to stop playing small and start building something real, this is your sign.
Let’s get to it.
HOW IT WORKS
We have a simple yet streamlined process
STEP ONE
Enroll in your Package
STEP TWO
Review and sign your agreement
STEP THREE
Access Training & Systems
STEP FOUR
Launch your tax business
WHY CHOOSE US
WHY CHOOSE US
TRAINING AND TECH THAT ACTUALLY WORKS
With Opulux Level, you’re not just getting software, you’re getting a full system
We give you the tools and the training to help you run your own profitable tax business, backed by a team that knows what it’s doing.
from day one, we're walking with you.
no guesswork, no fluff, just real support
WHY CHOOSE US
TRAINING AND TECH THAT ACTUALLY WORKS
With Opulux Level, you’re not just getting software, you’re getting a full system
We give you the tools and the training to help you run your own profitable tax business, backed by a team that knows what it’s doing.
from day one, we're walking with you.
no guesswork, no fluff, just real support
MARKETING THAT BRINGS CLIENTS IN
Let’s be real. the tax game isn’t just about knowing how to file. It’s about getting people to trust you and walk through your door. That’s why we put a big focus on marketing. Our software makes the prep side easy… the real work is getting known. We show you exactly how we built our own book of business using raw, real-world strategies. no cookie-cutter stuff. You’ll get proven guerrilla marketing tips, community hacks,
and campaigns that actually convert.
A COACH WHO’S DONE IT BEFORE
From setting up your office affordably to locking in your first clients, your coach is here to guide you through it
You’ll always have someone in your corner who gets it.
A COACH WHO’S DONE IT BEFORE
From setting up your office affordably to locking in your first clients, your coach is here to guide you through it
You’ll always have someone in your corner who gets it.
OPLUX EMPIRE PACKAGE COMPARISON
| Opulux Empire | Starter PTIN | Solo Package | Boss Package | Leadership Package |
|---|---|---|---|---|
| Revenue Share | 60/40 | 100% | 100% | 100% |
| EFIN Required | ✗ | ✓ | ✓ | ✓ |
| CRM Access | ✗ | ✗ | ✓ | ✓ |
| White-Labeled Software | ✗ | ✗ | ✗ | ✓ |
| Team Building & Leadership Training | ✗ | ✗ | ✓ | ✓ |
| Branded Mobile App | ✗ | ✗ | ✓ | ✓ |
| Private Mentorship Support | ✗ | ✗ | Group Support | 1:1 Calls Included |
| Software Mastery & Tech Support | ✓ | ✓ | ✓ | ✓ |
| Client Onboarding + Marketing Tools | ✓ | ✓ | ✓ | ✓ |
For ambitious new tax professionals ready to launch their business with expert tools and elite support
✔ Revenue Share: 60/40 | No EFIN Required
✔ Opulux Level Tax Software Suite (TS Pro or OLT)
✔ Software Mastery Sessions
✔ Empire Support Coach
✔ Luxe White-Glove Tech Support
✔ IRS Registration
✔ Ability to Offer Tax Loans
✔ Luxe Client Onboarding Toolkit
✔ Luxe Tax Pro Academy
✔ Luxe Compliance Review
✔ 6-Figure Luxe Marketing Blueprint
✔ Luxe Growth Launch Plan
For confident self-starters with an EFIN who want full profit, full control, and just the right tools.
✔ Revenue Share: 100% | PTIN & EFIN Required
✔ Opulux Level Tax Software Suite
✔ Software Mastery Session
✔ Luxe Client Onboarding Toolkit
✔ Luxe White-Glove Tech Support
✔ IRS Registration
✔ Ability to Offer Tax Loans
✔ Luxe Tax Pro Academy
✔ Luxe Compliance Review
✔ 6-Figure Luxe Marketing Blueprint
✔ Luxe Growth Launch Plan
Built for EFIN holders ready to expand, automate, and lead with systems and structure.
✔ Revenue Share: 100% | EFIN & PTIN Required
✔ Software Mastery Sessions
✔ Empire Building Support Coach
✔ Luxe White-Glove Tech Support
✔ Luxe Client Onboarding Toolkit
✔ 6-Figure Luxe Marketing Blueprint
✔ IRS Registration
✔ Bank Product Registration
✔ Branded Mobile App
✔ 8-Week Business Training
✔ Tax 100 Movement Team Building Training
✔ Luxe Payroll Blueprint
✔ Luxe Growth Launch Plan
✔ CRM Access Included
For EFIN holders ready to lead, scale, and build an empire — with your own branded software and full CEO-level support.
✔ Revenue Share: 100% | EFIN Required
✔ Your Own Branded Tax Software (TS Pro or OLT)
✔ Software Mastery & White-Glove Support
✔ 6-Figure Luxe Marketing Blueprint
✔ Empire Support Coach
✔ Branded Mobile App
✔ IRS + Bank Product Registration
✔ Luxe Client Onboarding Toolkit
✔ 8-Week Business Training
✔ Tax 100 Movement Team Building Training
✔ Luxe Payroll + Growth Launch Plans
✔ CRM Access Included (Automated pipelines, booking, follow-up, team tracking)
We Build More Than Tax Businesses. We Build Bosses.
about opulux level
Opulux Level was created for people who want more — more ownership, more structure, and more control over their income. We help you build your own tax business from the ground up
with real support, real strategy, and real results.
Whether you’re brand new or ready to run your own show, we walk with you from start to scale. No fluff. No gatekeeping. Just a blueprint that actually works.
WHY OPULUX EXISTS
WE BUILT THIS FOR:
People tired of splitting fees and doing all the work
People who want to learn
how to lead, not just file
People who are
done playing small
You bring the hustle. We bring the game plan.
TESTIMONIALS
WHAT OUR CLIENTS SAY
WE BUILT THIS FOR:
“I was lowkey watching Cait for a while but kept second guessing myself. I finally locked in, got my EFIN, set my office up, and now I’m really in my bag. This season gone be different fr. Cait don’t gatekeep nothing.”
— Jazmine T.
“I just want to say thank you for everything. At first I was no I don’t want to file taxes. You pushed me and although I made a couple mistakes my first year I can say I’m ready to start my second year.
— Paige R.
“Opulux has been a dream to work with. The software is easy to navigate, the customer service is phenomenal. I can get the answer to any questions I have at almost anytime a day. Opulux is
not just a software company but more like a brand builder as well. We are provided with many tools and systems to help succeed in the Tax industry. In addition to all of that, this company is ran with honesty and integrity and that’s very hard to find!!!”
— Jazmine T.
READY TO BUILD YOUR OWN
Let’s stop dreaming about it and start building. You already have what it takes.
We just help you package it like a pro.
We Build More Than Tax Businesses.
We Build Bosses.
about opulux level
Opulux Level was created for people who want more — more ownership, more structure, and more control over their income. We help you build your own tax business from the ground up
with real support, real strategy, and real results.
Whether you’re brand new or ready to run your own show, we walk with you from start to scale. No fluff. No gatekeeping. Just a blueprint that actually works.
FREQUENTLY ASKED QUESTIONS
Do I need an EFIN to get started?
No. Our Starter PTIN Package is perfect for beginners without an EFIN. You’ll get everything you need to launch and earn with full support.e.
What’s the difference between the Solo and Boss packages?
The Solo Package is for independent tax pros who want 100% revenue but don’t need team-building or CRM support. The Boss Package is designed for EFIN holders who are ready to grow a team and want backend systems, CRM, and business coaching.
Is training included in all packages?
Yes. Every Opulux package includes training — from software mastery to business and marketing. The higher your package, the more advanced the resources included.
Can I upgrade my package later?
No. Each package is structured with specific access and deliverables. Choose the one that aligns with where you are and where you’re going.
Is this good for people who’ve never filed a tax return before?
Yes! Our Starter PTIN Package includes step-by-step tax training, support, and tools designed for beginners with no experience.
Is this just software, or do you teach how to grow a business?
Opulux is more than software — it’s a complete system. Every package includes marketing, onboarding, and growth tools. Boss and Leadership tiers include business coaching and team-building resources.
Can I bring my own team to the software?
Yes! If you choose the Boss or Leadership package, you’ll be able to add unlimited users and get systems to manage your team, track returns, and assign roles.
GROW YOUR OWN PROFITABLE
TAX OR SERVICE BUREAU
the empire starts here
At Opulux Level, we believe there’s no one-size-fits-all when it comes to launching a tax business. Whether you’re brand new or already managing your own office, we’ve designedpackages that meet you where you are and help you scale to where you want to be.
Every package includes access to our tools, systems, and strategy . The same ones we’ve used to help hundreds of preparers build their own tax offices, grow teams, and create real, year- round income.
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU
the empire starts here
At Opulux Level, we believe there’s no one-size-fits-all when it comes to launching a tax business. Whether you’re brand new or already managing your own office, we’ve designedpackages that meet you where you are and help you scale to where you want to be.
Every package includes access to our tools, systems, and strategy . The same ones we’ve used to help hundreds of preparers build their own tax offices, grow teams, and create real, year- round income.
NOT SURE WHAT PACKAGE IS FOR YOU?
Book a quick strategy call and we’ll walk through your goals, your experience, and which
package gets you there the fastest.
Private Mentorship for Tax Pros Who Are Ready to Lead
You’ve got the skills. You’ve made the leap. Now it’s time to go from just filing taxes to running your business like a boss.
the opulux
inner circle
is our private mentorship experience designed for serious tax professionals who are ready to scale with structure, lead with confidence, and get support that doesn’t leave you stuck figuring things out alone.
This is where strategy meets execution — and where hustle turns into legacy.
Private Mentorship for Tax Pros Who Are Ready to Lead
You’ve got the skills. You’ve made the leap. Now it’s time to go from just filing taxes to running your business like a boss.
the opulux
inner circle
is our private mentorship experience designed for serious tax professionals who are ready to scale with structure, lead with confidence, and get support that doesn’t leave you stuck figuring things out alone.
This is where strategy meets execution — and where hustle turns into legacy.
WHAT IS THE
INNER CIRCLE
It’s not just coaching. It’s a seat at the table — where you get real access to Cait,
a blueprint that’s been proven, and systems that help you stop wearing every hat.
It’s not just coaching. It’s a seat at the table — where you get real access to Cait,
a blueprint that’s been proven, and systems that help you stop
wearing every hat.
This mentorship gives you:
• Private support (not a public Facebook group)
• Strategic guidance to grow your tax firm
• Systems, automations, hiring plans, and marketing that actually work
• A place to ask the “how” behind the “what”
Inside the Inner Circle, You’ll Get:
Bi-weekly private coaching calls with Cait
Direct feedback on your offers, systems, and team setup
Access to our 8-week scaling blueprint
Hiring templates, commission plans, onboarding flows
High-level tax business strategies (no basics)
Scripts, funnels, lead-gen systems, and backend SOPs
Private Inner Circle Vault access (downloads, checklists, walkthroughs)
Instant messenger/chat support
VIEW PACKAGES
RESULTS YOU CAN EXPECT:
A fully structured business, not a guessing game A team that knows what to do and how to do it
Less overwhelm, more automation. More time to lead, less time chasing problems.
A brand that looks, feels, and pays like a firm
RESULTS YOU CAN EXPECT:
A fully structured business, not a guessing game A team that knows what to do and how to do it
Less overwhelm, more automation
More time to lead,
less time chasing problems.
A brand that looks, feels, and pays like a firm
READY TO LEAD FOR REAL?
If you’re ready to stop playing small and start scaling like a CEO, apply now.
Spaces are limited, because this isn’t a group chat. It’s mentorship that moves.
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