Start Your Own Tax Business—
Even If You’re
Learn the step-by-step process to launch your tax business with confidence. Inside the Financial & Business Solutions Academy, you’ll get the training, tools, and guidance to help you move from aspiring entrepreneur to business owner.
Financial Expertise. Business Solutions. Professional Development.
Phoenix Financial & Business Solutions is a tax, financial, and business solutions company committed to helping individuals, business owners, and tax professionals make informed decisions, build stronger financial foundations, and move forward with confidence.
With more than 13 years of industry experience, our work extends beyond tax preparation. We provide strategic support across tax and financial services, business consulting, financial education, professional training, coaching, mentorship, and technology.
For Individuals & Owners
Tax strategy & compliance, financial planning, bookkeeping, business consulting, and risk management.
For Tax Professionals
Training, coaching, mentorship, professional development, tax technology, and business scaling resources.
Founded by Nikki Phoenix—an Army veteran, entrepreneur, former IRS Revenue Agent, and financial services professional. Her background across taxation, insurance, and business development shapes our commitment to combining industry knowledge with practical, real-world solutions.
You Want to Start a Tax Business,
- You don’t know what licenses, permits, or registrations you need.
- You’re unsure which software to use.
- You’re overwhelmed by all the conflicting information online.
- You don’t know how to find clients.
- You’re afraid of making costly mistakes.
- You just want a clear plan that actually works.
because they feel overwhelmed.
WHAT’S INSIDE THE GUIDE?
Business Model
& Audience
& Legal
Requirements
& State
Requirements
& Financial
Setup
Guidance &
Tools
Your First
Clients
& Client
Readiness
To Avoid
Plan &
Checklists
From Overwhelmed to Organized, Confident, and Client-Ready.
Start building your tax business today!
What People Are Saying
“The experience I received as a tax preparer student was simply amazing. The hands on approach and 1 on 1 coaching was First Class… I would recommend Nikki the business owner to anyone looking to learn how to do taxes.”
“Nikki is an outstanding agent. She will not hesitate to make sure you are satisfied 🙂 I highly recommend!”
“I have used Nikki with Phoenix Insurance for my insurance needs. She worked very diligently to get me the lowest prices. She’s professional, great customer service, very knowledgeable.”
Tax Business Today!