
Get the POWER
of THE GOAT
Green Goat Tax Software is designed to benefit your office by being comprehensive, affordable, efficient, and reliable professional tax software.
- File Unlimited Tax Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Generate Electronic and Paper Returns
- Multi-user setup
- Cloud Based (Login Anywhere)
- Discounted Renewal Price After First Year
Choose Your Package

$999.00
$299.00
PTIN Mentorship Plan
- Detailed Income Tax Training
- Access to Green Goat Tax Software
- File Unlimited Returns
- Offer Refund Advance Loans
- Work Directly With Green Goat CEO & ERO’s
- 24/7 Mentorship
- No EFIN Required
- Must Obtain PTIN
- 1 Year Plan

$9,999.00
$6,549.00
ERO Software + Mentorship Plan
- Business Set up and Registration Assistance
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- Custom Website Included
- Custom Client Portal
- 24/7 Mentorship
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Plan

$1,999.00
$549.00
ERO Software Plan
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Plan
Core Features
Client Organizer
Keep all client information organized and easily accessible.
E-Signature
Collect electronic signatures from clients quickly and securely.
Document Import
Import data directly into returns, saving time and reducing errors.
Multi-User
Add users to your tax office to optimize your business workflow.
Doc Manager
Organize and manage all client documents securely in one place.
Taxpayer Portal
Allow clients to upload documents and track their return status online.
Client Manager
Quickly locate all information pertaining to your clients’ returns.
Reports
Generate comprehensive reports to track your business performance.
Why Partner with THE GOAT
Green Goat Financial & Tax Services is seeking motivated and detail-oriented partners to join our organization. As a partner, you will play a key role in delivering accurate, efficient, and compliant tax preparation services for individuals. This partnership is ideal for individuals who are committed to professionalism, integrity, and client satisfaction.
At Green Goat, we believe in equipping our partners with the tools and training needed to succeed. Our comprehensive training program is conducted 100% online, self-paced, allowing you the flexibility to learn at your convenience while building the skills necessary to thrive.

Choose Your Package

$999.00
$299.00
PTIN Mentorship Plan
- Detailed Income Tax Training
- Access to Green Goat Tax Software
- File Unlimited Returns
- Offer Refund Advance Loans
- Work Directly With Green Goat CEO & ERO’s
- 24/7 Mentorship
- No EFIN Required
- Must Obtain PTIN
- 1 Year Plan

$9,999.00
$6,549.00
ERO Software + Mentorship Plan
- Business Set up and Registration Assistance
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- Custom Website Included
- Custom Client Portal
- 24/7 Mentorship
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Plan

$1,999.00
$549.00
ERO Software Plan
- Access to Green Goat Tax Software
- Operate As Your Own Office
- Set Your Own Tax Prep Fees
- File Unlimited Returns
- Offer Refund Advance Loans
- Offer Bank Products
- Multi-user Setup
- No Revenue Splits
- EFIN Required
- 1 Year Plan
