2027 Filing Season · Tax Year 2026
Professional Tax Software and Service-Bureau Support for Independent Tax Offices.
Founding Tax Office Launch Special
A launch offer for offices enrolling for the 2027 season.
Current terms, eligibility, and the exact amount are published on the offer page and confirmed in writing during enrollment.
Monday–Friday · 9:00 AM – 7:00 PM · Las Vegas, Nevada (Pacific Time)
Our operating standard
How R&A works with every enrolled office.
Reviewed enrollment
Offices must hold a valid EFIN in good standing and current PTINs. Not every applicant qualifies.
An assigned representative
One Office Success™ representative owns your office record through onboarding and the season.
Written before billed
Scope and fees are confirmed in writing before any amount is charged.
Filed under your EFIN
Returns are prepared and transmitted by your office, under your own IRS-issued EFIN.
What we deliver
Four things your office needs before the season opens.
Professional tax software
Federal and state individual and supported business returns for tax year 2026, your office name inside the software, multi-preparer setup, and in-season updates.
Tax SoftwareCRM & office operations
Client records, office workflow, documents, and communications for offices that activate it. Scoped and confirmed in writing — not bundled with a software enrollment.
CRM & OfficeGuided onboarding
Office, owner, preparer, and compliance details captured in your secure portal, then provisioning verified by an authorized R&A administrator before access is delivered.
ServicesTraining & support
Training Academy assignments for owners, preparers, and administrators, plus ticketed support with case history during business hours.
Training AcademyHow enrollment works
From enrollment request to an office that is ready to operate.
- 01
Enrollment request
You tell us about your office and what you need.
- 02
Qualification review
We review EFIN, PTIN, and office readiness. Not every applicant qualifies.
- 03
Agreement
A written service-bureau agreement with R&A Business Software Solutions LLC.
- 04
Payment where applicable
Amounts required to advance onboarding are confirmed in writing first.
- 05
Onboarding
Guided steps in your secure portal: office, owner, preparer, and compliance details.
- 06
Software provisioning
R&A builds and verifies your environment. Third-party setup time may apply.
- 07
Access delivery
Access details are delivered through the secure portal — never posted or sent in plain text.
- 08
Training & launch
Academy assignments and a readiness review before your office opens.
- 09
Ongoing support
Service cases, communications, and season coverage from your assigned representative.
Providers, partners & affiliates
Relationships stated accurately, or not at all.
Verified providers
Contracted providers are named in your written agreement and inside the secure portal — not implied through logos on a marketing page.
Affiliate & referral
An administered program with written terms per affiliate. Commission figures are issued in your agreement, not published here.
Industry compatibility
The software supports workflows involving e-file, participating banks, and common office tools. Compatibility is not endorsement.
Ross & Associates
Part of the Ross & Associates family of businesses.
R&A Pro-Tax Software Solutions™
Ross & Associates Tax Office
Bookkeeping & Accounting
Notary, Webzbee.com and more
Before you enrol
Three questions offices ask first.
Do I need my own EFIN?
When do I receive software access?
Is a CRM included with a software package?
More answers live in the Support Center.
Ready to prepare your office for the season?
Request enrollment information and an R&A representative will confirm requirements, package fit, and the current fee schedule in writing.