2027 Filing Season · Tax Year 2026
The service bureau tax offices enroll with.
R&A Pro-Tax Software Solutions™ is the company qualifying tax professionals enroll with for professional tax-software access, office onboarding, training, operational tools, and ongoing office support. Your agreement is with R&A Business Software Solutions LLC.
Monday–Friday · 9:00 AM – 7:00 PM · Las Vegas, Nevada (Pacific Time)
Who does what
Two systems, two distinct purposes.
R&A Pro-Tax Software Solutions™ — professional tax software
The branded professional tax-preparation software provided to the enrolled tax office. Your office receives its software-access link and assigned credentials, your own tax-office name appears inside the software — for example, “Welcome to [Your Tax Office]” — and eligible offices may use the TaxesToGo mobile app with their taxpayers. Returns are prepared and transmitted there under your own EFIN.
ROSSNEXUS™ — enrollment and office-relationship system
The separate operating system R&A uses for enrollment, onboarding, agreements, payments, branding collection, provisioning records, training, communications, support tickets, billing visibility, and renewals. ROSSNEXUS does not prepare or transmit tax returns.
Your relationship is with R&A. Enrollment, provisioning, training, and support are delivered by R&A Pro-Tax Software Solutions™; your agreement is with R&A Business Software Solutions LLC.
Who it is for
Built for qualifying tax professionals and tax-office owners.
Enrollment is a reviewed relationship, not a self-serve signup. Offices must hold a valid EFIN in good standing and preparers must hold current PTINs. Not every applicant qualifies.
Established tax offices
Offices with an active EFIN and preparers who want service-bureau support behind their software.
New offices preparing to launch
Owners building their first office who need onboarding, training, and launch guidance.
Growing multi-preparer offices
Offices adding preparers or locations and needing structured office operations.
Organizations seeking managed access
Groups seeking professional tax-software access with an accountable support relationship.
What R&A provides as your service bureau
Included, separately activated, or planned — labelled individually.
Enrollment support
AvailableQualification review, package selection, and written scope before anything is signed.
Office onboarding
AvailableGuided intake of the office, owner, preparer, and compliance information required to proceed.
Software-access coordination
AvailableR&A delivers your R&A Pro-Tax Software Solutions™ access link, assigned credentials, and office naming inside the software.
Bank-product enrollment guidance
Separate ActivationAssistance preparing and tracking a bank application where your office participates.
Training
AvailableTraining Academy tracks, lessons, and certifications for your office team.
Office-launch guidance
AvailableReadiness review and launch preparation with your Office Success™ representative.
Support
AvailableService cases handled through the R&A Client Service Center during published business hours.
Ongoing account relationship
AvailableA named relationship for your office rather than an anonymous ticket queue.
Renewal assistance
PlannedAnnual confirmation and re-onboarding for the following filing season.
Approved operational resources
AvailableChecklists, compliance references, and office resources published by R&A.
CRM & Office Operations
The management layer around your R&A relationship.
Your office record, enrollment and onboarding status, agreements, payment status, software-access records, staff access, support cases, training progress, communications, and billing visibility — kept in one place. It is an office operations system, not tax-preparation software.
Explore CRM & Office OperationsWhat happens after you enroll
Enrollment to launch.
Provisioning is coordinated, not instant. Steps that depend on a third-party provider, bank, or IRS credential are completed on their timelines, and R&A confirms each stage with your office.
Enrollment request
You tell us about your office and what you need.
Qualification / review
We review EFIN, PTIN, and office readiness. Not every applicant qualifies.
Agreement
A written service-bureau agreement with R&A Business Software Solutions LLC.
Payment where applicable
Amounts required to advance onboarding are confirmed in writing.
Onboarding
Guided steps in your secure portal.
Required office information
Office, owner, preparer, and compliance details.
Branding / setup information
Logo and office details used in approved materials.
Software provisioning coordination
R&A builds and confirms your professional software environment. Third-party review or setup time may apply.
Access delivery
Access details are delivered through the secure portal process — never posted or sent in plain text.
Training / launch preparation
Academy tracks and readiness review before you open.
Ongoing support
Service cases, communications, and season coverage.
Company foundation
Leadership behind R&A Pro-Tax Software Solutions™
Mason H. Ross Jr.
Founder, President & CEO
Leads the service-bureau relationship, office standards, and the operating platform behind R&A Pro-Tax.
Daisy Le Ross
Co-Founder
Co-founder of the company, with oversight of financial governance and office accountability.
Get answers before you enroll
Ask Zyiion™
Ask about the tax software, enrollment and qualification requirements, what R&A provides as your service bureau, onboarding and office-launch steps, training, support, CRM & Office Operations capabilities, and published resources. Zyiion provides information about R&A services — it does not prepare tax returns.
Not sure where to begin? Ask Zyiion™.
Ask Zyiion™ helps tax professionals understand R&A Pro-Tax software access, onboarding, training, CRM options, bank enrollment, support, and available business services. Get clear guidance based on what you are trying to build.