Your Tax Business.
Reimagined.
Professional tax software. Expert education. Your opportunity to build with ROTH.
Supported Tax Banking Providers
Availability varies by software, enrollment, and provider approval.
Software. Education. Opportunity.
Three clear entry points designed to support tax professionals at every stage of growth.
Built for every workflow
Select an area to preview ROTH's dedicated solutions.
Foundations
Advanced Topics
Mentorship
Explore Our Features.
Select an area to preview the confirmed capabilities built into ROTH tax solutions.
Professional Cloud Tax Software
Prepare returns from anywhere with a cloud platform built for individual offices and growing operations.
- Cloud access from any location
- Individual & multi-office ready
- Year-round engine updates
All States and Electronic Filing
Prepare federal and all state returns with direct electronic filing and acknowledgment status.
- All states included
- Direct e-file with acknowledgments
- Diagnostic checks before filing
Multi-Office Readiness
Centralized access and reporting across locations, with administrative controls for growing operations.
- Centralized user access
- Multi-location reporting
- Administrative controls
Year-Round Support
Dedicated technical and filing support available throughout the year, whenever your office needs it.
- Technical assistance
- Filing support
- Available year-round
Live & On-Demand Training
Build your tax preparation knowledge through live and on-demand education, with mentorship to guide your progress.
- Live + on-demand formats
- New preparer to advanced
- Mentorship included
Prepare. Learn. Build.
Three stages, one connected path to a stronger tax business.
Professional cloud tax software for individual offices and growing operations. All states, e-file, multi-office readiness, and year-round support.
Live and on-demand tax training, from new preparer foundations to advanced topics, with mentorship to guide your progress.
Launch under the ROTH brand with business systems, marketing resources, and dedicated launch and ongoing support.
Learn with Purpose. Prepare with Confidence.
Develop your tax preparation knowledge through live and on-demand education, with mentorship to support your progress.
Foundations
New preparer essentials and core tax concepts.
Advanced Topics
Deeper coverage for complex returns and scenarios.
Mentorship
Guidance from experienced professionals as you grow.
Have a PTIN? Work With Us.
Build your tax preparation career with ROTH Tax Solutions. Explore opportunities with professional software, training, mentorship, and team support.
Professional Tax Software
Equip your preparation workflow with professional cloud tax software.
Training & Mentorship
Build your skills with live and on-demand training and experienced guidance.
Team Support
Join a supportive team environment built to help you grow your career.
Own Your Tax Office.
Build with ROTH.
Explore a path to launching under the ROTH brand with systems, marketing resources, and support for your business.
ROTH Brand Opportunity
Operate under an established tax brand identity.
Business Systems
Workflows and processes to help run your office.
Marketing Resources
Materials to support local presence and reach.
Launch & Ongoing Support
Guidance as you start and continue to grow.
Choose Your Next Step.
Transparent packages built to support single offices and multi-location service bureau expansion.
Single Office
One location. A focused foundation.
- One location
- Software
- Training
- Launch kit
Multiple Office + Service Bureau
Support your plans for a broader operation.
- Multiple offices
- Reseller / bureau rights
- Team training
Contact us to confirm package scope, billing terms, eligibility, and applicable agreements.
A Clear Path Forward.
Three straightforward steps to launch or expand with ROTH.
Tell Us Your Goals
Share your experience and the type of tax business you want to build.
Explore Your Options
Discuss software, education, and office opportunities with our specialists.
Plan Your Setup
Confirm your package and coordinate your next steps for a smooth launch.
Frequently Asked Questions
Clear answers to common questions about ROTH TAX SOLUTIONS.
Yes. ROTH TAX SOLUTIONS provides complete foundational training alongside professional cloud software, making it straightforward to start and build your practice.
Tax preparation education is available in both live virtual formats and on-demand modules, complemented by dedicated mentorship and guidance.
The Single Office package ($499) includes professional cloud tax software for one location, preparer training, and a complete launch kit.
The Multiple Office + Service Bureau package ($899) adds multi-office capabilities, reseller/bureau rights, and team training support.
You can submit an inquiry through our Franchise Opportunity page or contact form to schedule an introductory discussion about operating under the ROTH brand.
Click 'Request a Demo' anywhere on our site to select your interest on the contact form, and a ROTH specialist will reach out promptly.
Connect with the Right Team.
Choose the path that fits your question and we'll route your inquiry to the right specialist.
Sales Inquiries
Explore software, training, and office opportunities with our team.
Technical Support
Request assistance with your software or account.
General Questions
Ask us about ROTH Tax Solutions.
Let's Build Your Next Tax Season.
Explore the software, education, and business opportunity that fits your goals.