Ross & Associates Tax Academy crest
Ross & Associates
Tax Academy
Tax Academy · Est. Experience Since 1998

Learn Taxes.
Build Your Future.

Become a certified tax professional with the Ross & Associates Tax Academy — beginner to elite-level training, PTIN & EFIN guidance, mentorship, and complete tax office systems.

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28+
Years Industry Experience
18+
Professional Tax Courses
1998
Training Since
100%
Online Nationwide
Professional tax preparer reviewing client documents
IRS-Aligned Curriculum
PTIN & EFIN Guidance
Real Software Training
Mentor-Led Programs
Why The Academy

Everything you need to launch a tax career.

From your first 1040 to running your own multi-preparer office — we teach the full system, not just the theory.

PTIN & EFIN Guidance

Step-by-step preparation to get IRS-ready as a paid tax preparer.

Real Tax Software Training

Hands-on walkthroughs of professional tax software, e-filing, and bank products.

Mentorship & Community

Learn directly from a tax professional with real office experience since 1998.

Build Your Tax Office

Operational systems, CRM, and marketing templates to launch and scale your business.

Curriculum

Four levels. One clear path.

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Level 1

Tax Preparation Foundations

Filing statuses, W-2 income, deductions, ethics, IRS basics, and intake procedures.

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Level 2

Professional Tax Preparer Certification

Schedule C, self-employment, itemized deductions, due diligence, and software workflows.

Learn more
Level 3

Advanced Tax Professional Program

Partnerships, S-Corps, depreciation, multi-state returns, and audit readiness.

Learn more
Level 4

Office Owner & Operations Masterclass

Build a tax office, hire preparers, set up CRM, marketing automation, and scale.

Learn more
Membership Plans

Pick the level that fits your goals.

Cancel anytime. Upgrade as you grow into a full tax professional or office owner.

RA Starter
Free
  • Beginner videos
  • Intro PDFs
  • Community access
  • Monthly live Q&A
Get Started
Most Popular
RA Tax Pro
$17/mo
  • Full preparer curriculum
  • PTIN & EFIN guidance
  • Tax software training
  • Practice returns & quizzes
  • Professional certificate
Get Started
RA Growth Pro
$37/mo
  • Everything in Tax Pro
  • Marketing & funnel playbooks
  • CRM & automation training
  • Office systems & SOPs
  • Bank product setup
Get Started
RA Empire Elite
$77/mo
  • Everything in Growth Pro
  • 1-on-1 mentorship
  • Annual tax conferences
  • Recruitment pipeline
  • White-glove support
Get Started
The Full Ecosystem

Everything you need to start, grow, and scale your tax business.

Ross & Associates Tax Academy is more than education — it's a complete professional development ecosystem for tax preparers, ERO owners, and tax-business builders.

Professional Tax Software

Hands-on walkthroughs of professional preparation software, e-file workflows, diagnostics, and bank product systems.

Software training

ERO Guidance

Become a compliant Electronic Return Originator with IRS-aligned setup, security, and e-file authorization protocols.

ERO readiness

PTIN & EFIN Readiness

Step-by-step preparation to register, qualify, and stay compliant as a paid IRS tax preparer.

Get IRS-ready

Affiliate & Partner Program

Earn alongside the academy by referring serious students into our certification tracks and memberships.

Become a partner

CRM Systems & Automations

Client intake automations, pipeline tracking, reminders, and document workflows built for tax offices.

Explore systems

Tax Business Startup Guidance

Launch your office the right way — entity setup, EFIN, banking, software, and your first season playbook.

Start your business

Office Operational Systems

Standard operating procedures, intake checklists, due diligence workflows, and quality control templates.

Operations toolkit

Onboarding & Workflow Systems

Preparer onboarding, role-based training paths, and seasonal ramp-up frameworks for growing offices.

View workflows

Business Scaling Resources

Marketing playbooks, recruiting pipelines, multi-preparer growth strategy, and expansion mentorship.

Scale your office
Ready to upgrade?

Step into the full Ross & Associates Tax Academy ecosystem.

Memberships unlock training, mentorship, software walkthroughs, CRM systems, and the operational playbooks used in real Ross & Associates tax offices.

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Leadership & Legacy

A family of tax professionals. A legacy of mentorship.

Ross & Associates Tax Academy was officially established in 2024 — built from real-world professional tax industry experience, training, operations, and business development cultivated since 1998.

"Building more than just a dream — building a future for many."

Founder · President · CEO

Mason H. Ross Jr.

Chief Executive Officer

A professional tax preparer and tax industry veteran since 1998, Mason brings 28+ years of operational leadership — building, refining, and running a working tax practice serving individuals and small businesses across multiple tax seasons.

In 2024, he established Ross & Associates Tax Academy to translate every system, SOP, workflow, and client-service standard from his real-world practice into a structured education path for the next generation of tax professionals.

Mason continues annual professional development through the IRS, Fast Forward Academy, and the National Association of Tax Professionals — modeling the same continuing-education and ethical-practice discipline the academy teaches every student.

  • 28+ years of real tax-industry operations
  • Mentorship-first teaching philosophy
  • Tax business development & growth systems
  • Workflow & client-operations architecture
  • Long-term academy vision & legacy mission
Co-Founder · CFEO

Daisy Ross

Chief Financial Executive Officer

Daisy Ross serves as Co-Founder & Chief Financial Executive Officer of Ross & Associates Tax Academy, overseeing the financial operations, business systems, and long-term strategy of the institution.

For the past 6 years, Daisy has worked alongside Mason H. Ross Jr. inside an active tax practice — personally trained by Mason in tax preparation, client workflow systems, office operations, and professional client service standards.

She continues annual professional education and operational training each year alongside the academy mission, modeling the same commitment to continuing education and ethical practice that the academy teaches every student.

  • Financial leadership & academy operations
  • Student onboarding & member experience
  • Workflow systems & office standards
  • Continuing education & compliance discipline
Since 1998

Mason H. Ross Jr. has served as a professional tax preparer for over 25 years.

Established 2024

Ross & Associates Tax Academy launched as a structured education arm of a working tax practice.

Family-Owned

Built and operated by the Ross family — mentorship rooted in real practice.

Continuing Education

Active annual development through the IRS, Fast Forward Academy, NATP, and other professional CE resources.

Read our story Train with the Ross family
Founder Vision & Mission

More than tax training — a path to lasting impact.

Ross & Associates Tax Academy was created not only to teach tax preparation, but to help individuals build long-term skills, financial opportunities, and business knowledge that create lasting impact for themselves and their families.

The academy was built on the belief that tax preparation is a craft and a profession that can continue providing opportunities regardless of economic conditions — a skill that gives our students stability, independence, and the ability to serve their communities for years to come.

Begin your journey Read the founder story
01

A Calling To Serve

Mason H. Ross Jr. made the decision to reach out and help others who are in need, motivated to learn, and serious about building a future within the tax industry.

02

A Craft That Endures

Tax preparation is a profession that continues providing opportunities regardless of economic conditions. If all else fails, you can still prepare taxes and help people within your community.

03

Built To Last Generations

Inspired by real-world experience, mentorship, and resilience — designed to create lasting impact for students, their families, and the communities they serve.

"I built this academy to give serious students a real path into the tax profession — the same systems, training, and standards I've used in my own office since 1998."

Mason H. Ross Jr.
Founder, President & CEO
Student Voices

Trusted by aspiring tax professionals.

"I went from zero experience to filing my first season's returns confidently. The mentorship was the difference."

Tasha M.
Tax Preparer

"The Office Owner Masterclass gave me real systems — CRM, intake, marketing — not just theory."

Andre L.
Office Owner

"Clear, step-by-step, professional. The certifications opened doors immediately."

Brianna S.
Certified Preparer
Student Success

Real outcomes from the academy.

A snapshot of what graduates have built — coming soon, full case studies with verified results.

127 returns filed

"Started the program with no tax background. By February I was filing returns full-time and making more in three months than my old job paid all year."

Marcus T.
First-year Preparer
3 preparers hired

"The Office Owner Masterclass walked me through licensing, software setup, and bank products. I opened my own office before the next tax season."

Janelle R.
Office Owner
EFIN approved in 6 weeks

"The PTIN and EFIN guidance saved me weeks of guessing. I had everything filed correctly the first time and was IRS-ready before the season opened."

Devon P.
Certified Tax Pro
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Your tax career starts here.

Join the Ross & Associates Tax Academy and get the training, certifications, and mentorship to build a real future in tax.

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Ross & Associates Tax Academy

Step into your tax career this season.

Join hundreds of professionals trained by Mason H. Ross Jr. since 1998. Start your training today and graduate season-ready.

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