Refundable*
MONARCH LAUNCH
Start Preparing.
$199
one-time
START PREPARING. START EARNING.
For new tax professionals entering the industry and building their foundation.
Choose Launch
Tax business strategy starts here
Make your move.
tax business.
Monarch Tax Suite gives tax professionals the software, tools, training and growth support to make strategic moves at every stage of the business.
Launch. Build. Grow. Elite.
Your business. Your next move.
MAKE YOUR MOVE
•
PLAY THE LONG GAME
•
BUILD WITH STRATEGY
•
LEAD WITH CONFIDENCE
•
MAKE YOUR MOVE
•
PLAY THE LONG GAME
•
BUILD WITH STRATEGY
•
LEAD WITH CONFIDENCE
Choose your move
Four packages.
Every tax professional starts somewhere. The question is where you want to go next.
MONARCH BUILD
Build the Business.
$399
one-time
BUILD YOUR TAX BUSINESS.
For tax professionals ready to establish their own tax business and create operating systems.
Choose Build
MONARCH GROW
Grow the Operation.
$999
one-time
BUILD YOUR TEAM. EXPAND YOUR INCOME.
For EROs ready to recruit preparers, add revenue streams and build a scalable tax operation.
Choose Grow
MONARCH ELITE
Lead the Network.
$1,499
one-time
BUILD THE OPERATION. LEAD THE NETWORK.
For established EROs building service-bureau capabilities, multi-office operations and advanced growth systems.
Choose Elite*Monarch Launch is the only refundable package. Refund terms and eligibility should be stated in the final purchase terms. Refund advance availability and approval are subject to participating bank program requirements.
4
Strategic paths
1
Tax business ecosystem
100%
Built around growth
∞
Moves you can make
Strategy over guesswork
Tax business is a
Monarch is built around the idea that the strongest tax businesses don't just prepare returns—they make intentional moves.
Your next move
Know where you are before you decide where you're going.
Your package should match your stage, your goals and the kind of operation you want to build.
01
Launch
Enter the industry and learn the fundamentals.
02
Build
Establish your business, systems and owner path.
03
Grow
Build a team and expand the operation.
04
Elite
Lead a larger network and service-bureau model.
What Monarch brings together
More than software.
Software & tools
Prepare. Operate. Systemize.
Professional tax software, business tools, forms, resources and operational guidance designed for the tax professional's entire journey.
Training & growth
Learn. Build. Lead.
Tax education, marketing, client acquisition, recruiting, pricing, business growth and advanced operational strategy.
Featured Monarch Resource
Build your
The standalone Monarch WISP Builder helps tax professionals organize their practice, EFIN profile, security controls, data practices, vendors and incident response plan.
Users verify their email before the finished PDF is delivered.
Your move
Build.
Verify.
Receive.
Verify.
Receive.
Complete the WISP assessment, verify control of your email address, then receive the generated WISP PDF.
Questions before you move
You've got questions.
Which package is right for a new tax professional?
Monarch Launch is designed for new professionals entering the industry. Monarch Build is the next step for someone ready to establish their own tax business.
Which package is refundable?
Monarch Launch is the only refundable package. The final refund terms and eligibility should be reviewed before purchase.
Do I need an EFIN for every package?
The package requirements shown on this page are based on the current package structure. Your actual IRS e-file status and business setup should be verified before operating as an ERO.
What is the WISP Builder?
It is a separate Monarch resource for creating and organizing a customized Written Information Security Plan. It is not the main website and is designed to be accessed from the Resources section.
Can I move into another package later?
Your growth path can be designed around your business stage. Contact Monarch for current upgrade or package-change options.
Are bank products guaranteed?
No. Refund advance and bank-product availability, eligibility and approval are subject to the participating provider's requirements.
Make your move
Let's decide your
Tell us where you are in your tax-business journey and which Monarch package you're interested in.