E&D SOLUTIONS GROUP LLC
Educate · Empower · Grow Together

Your partner in the tax industry

Academy, Service Bureau, software and mentorship in one place to help you succeed as a tax preparer.

Explore our services →Our Academy →
✧ Professional training✧ Ongoing support✧ Business growth
Estephanie Valdez
✦AcademyProfessional education→▤Service BureauTools and support→♧MentorshipSupport to grow→
Service Bureau

Service Bureau services for sub-offices

As an E&D Solutions Group sub-office, get professional software, EFIN application guidance, training and support in one package.

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Professional branded software

Desktop and web versions for individual 1040 returns.

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Office licenses

Main and additional preparer licenses.

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EFIN application guidance

Guidance on IRS e-Services, PTIN and fingerprint requirements.

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Bank products

Options to pay preparation fees from refunds, subject to approval.

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Setup and installation

We configure your account, pricing and bank.

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Software training

Hands-on sessions before tax season.

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Technical and administrative support

Spanish-language support throughout the season.

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Software migration

Help moving from your current software.

Grow your office with professional support.Become a sub-office →
Tax academy
E&D Tax Academy

Tax preparation classes

Our program supports beginners and helps active preparers refresh their skills.

Enroll in our classes →

Our training programs

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Introductory course

10 Spanish-language classes, exercises, simulated cases and exams.

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Software practice

Learn using the system you will use with clients.

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Due diligence

Questionnaires for EITC, CTC/ACTC, AOTC and head of household.

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Completion certificate

Awarded upon passing the program.

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Workshops and seminars

Seasonal updates, legal changes and specialized topics.

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Start your business

Registration, pricing, client acquisition and IRS compliance.

Your journey with us

We support you from your first class through your first season as an office owner.

01

Learn

Take the course and earn your certificate.

02

Register

Guidance for PTIN and EFIN application.

03

Get equipped

Software, setup and bank products.

04

Practice

Training before tax season.

05

Operate

Prepare returns with Spanish-language support.

06

Grow

Add preparers and licenses.

LEADERSHIP · PURPOSE · GROWTH

Meet our founders

Two visionaries, one mission: supporting your growth.

Together we empower your success

Take the next step with education, technology and professional support.

Contact us →