The Service Bureau behind your tax office.
R&A Pro-Tax Software Solutions™ is the professional tax-office software and Service Bureau offering of R&A Business Software Solutions LLC. Enrolled offices come to R&A for authorized tax-software access, onboarding, bank-enrollment assistance, training, and operational support — one relationship instead of a stack of disconnected vendors.
A DBA of R&A Business Software Solutions LLC. Powered by the ROSSNEXUS™ Ecosystem.
Leadership
Founded and run by its owners
Our story
A husband-and-wife company built around tax offices
Mason H. Ross Jr. and Daisy Le Ross founded R&A Pro-Tax Software Solutions to give independent tax offices one accountable relationship for the software they prepare returns in and the operational support around it — enrollment, onboarding, training, and season-long support under a single standard.
The owners remain directly involved in the service standards every enrolled office experiences.
Mason founded R&A Pro-Tax Software Solutions to give independent tax offices a single, accountable relationship for the software they prepare returns in and the operational support around it. He sets the company's service standards, product direction, and Service Bureau model.
Daisy co-founded the company and leads financial governance, administration, and the client experience — how offices are onboarded, supported, and kept operationally ready season after season.
How the model works
Three parts, clearly separated
Offices deserve to know exactly who does what before they enroll. Here is the whole relationship.
The branded professional tax-preparation software provided to the enrolled tax office. The office receives its software-access link and assigned credentials, its own tax-office name appears inside the software, and eligible offices may use the Branded Mobile Tax App with their taxpayers.
- · Returns are prepared and transmitted there under the office's own EFIN.
- · R&A delivers, configures, and supports the office's access.
Enrollment, agreement, onboarding, software-access delivery, bank-enrollment assistance, PTIN and EFIN application guidance, training, and support all run through R&A.
- · R&A remains the Service Bureau relationship for the enrolled office.
- · R&A coordinates with outside parties but does not control their decisions.
The separate system used for enrollment, onboarding, agreements, payments, branding collection, provisioning records, training, communications, support, billing visibility, and renewals.
- · ROSSNEXUS does not prepare or transmit tax returns.
- · ROSSNEXUS is not the professional tax software.
Who we serve
- · Professional tax offices seeking authorized tax-software access.
- · Qualified tax professionals who need Service Bureau assistance and onboarding.
- · Offices that want training, operational support, and office-readiness guidance.
- · Established offices adding locations, preparers, or the operating layer around their practice.
Enrollment is for professional tax offices and qualified tax professionals. Credential, compliance, and eligibility requirements are confirmed with R&A during enrollment.
Where we operate
What we believe
The standards the company is built on
One accountable relationship. When something is wrong, an office should know exactly who to call.
Say what is actually available, do what was agreed, and record it. No claim on this site that the company cannot support.
Software that removes operational friction instead of adding another disconnected tool.
An office that understands its software and its procedures is an office that stays running.
The company is built around offices that return each season, not one-time sales.
Offices grow at the pace their credentials, compliance, and readiness actually support.
Family of businesses
R&A Pro-Tax is one of several offerings
Related businesses and services are listed on the Family of Businesses page rather than duplicated here, so there is one authoritative catalog.
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.