BUILD WEALTH AS A TAX PRO...

Ready to Get Paid this Tax Season?

Join the Wealth & Wellness Tax Team

We go beyond just helping you qualify for a home — we empower you with real financial skills that change your life.

Ready to Get Paid this Tax Season?

Join the Wealth & Wellness Tax Team

We go beyond just helping you qualify for a home — we empower you with real financial skills that change your life.

Building Wealth

Transform data into actionable insights with precise and thorough analysis.

Empowerment

Track Your Growth and Stay on Top of Your Goals with weekly Guidance and Support

Visibility

Stand Out Online with Branding That Brings Clients to You

ABOUT US

Experts in Building Profitable Tax Careers

We help ambitious individuals turn their drive into income by offering structured, step-by-step Tax Pro plans. Our programs will equip you with real coaching, real tools, and real earning potential.

FEATURES

Important Features in Our Program

Each plan is built to give you what actually matters: onboarding support, marketing tools, business setup help, and expert-led coaching. You’ll get access to tax software, branding templates, training portals, and real-time Q&A sessions.

Marketing Strategies

Marketing strategies are the blueprint for attracting, engaging, and converting your ideal clients. In our program, we teach Tax Pros how to build a strong online presence using a mix of content marketing, branding, social proof, and targeted outreach.

MEET THE FOUNDER, CEO & vISIONARY OF WEALTH AND WELLNESS ENTERPRISES

Kalea Williams

Kalea williams is the dynamic force behind Wealth & wellness Enterprises, a powwerhouse platform combining tax preparation, credit restoration, and real estate into a seamless system for generational wealth.

Trained over 500 Tax Professionals

Helped 5,000+ Families Rebuild Their Credit

Filed 50,000+ Tax Return Across All 50 States

Refunded Over $1.7 Million in Tax Returns Just Last Year

Created a Full-service Real Estate Brokerage for Homebuyers Nationwide

Through her powerful mentorship and wealth-building systems, she is creating a new generation of Tax Bosses—entrepreneurs who not only master tax preparation but also tap into credit and real estate services to elevate their income and impact.

This isn't just tax filing

This is a movement to empower everyday

professional to build full-service financial empires. At Wealth & Wellness, you don't just offer one solution-you become the solution.

"We don't just file returns-we create returns on purpose with purpose"

Kalea Williams

If you're ready to become your own boss, serve clients nationwide, and plug into proven 6-figure system-this your opportunity!

KALEA WILLIAMS

Kalea Williams, the founder and CEO of Wealth & Wellness Empire, has over 16 years of experience helping over 3000 tax professionals grow successful tax businesses and has help over 160 Service Bureaus grow a successful Service Bureau Business.

  • TAX BUSINESS COACH

  • SERVICE BUREAU COACH

  • SUCCESSFULLY TRAINED OVER 3,000 TAX PROFESSIONALS

  • SUBMITTED OVER 45,000 TAX RETURNS

  • SUCCESSFULLY TRAINED OVER 160 SERVICE BUREAU'S

  • 7-FIGURE EARNER

  • SUCCESSFUL COACH MULTIPLE 6 AND 7 FIGURE EARNERS

  • 16 YEARS OF EXPERIENCE

  • HAMPTON UNIVERSITY GRAD

  • BACHELOR'S DEGREE IN PSYCHOLOGY

  • MASTER'S DEGREE IN LEADERSHIP MANAGEMENT

EVERYTHING YOU NEED TO SUCCEED AS A TAX PRO AND SERVICE BUREAU

  • TAX SOFTWARE

  • TAX SOFTWARE TRAINING

  • TAX EDUCATION

  • TAX LAW COURSES

  • PAYROLL SETUP

  • TECH SUPPORT

  • BANK REGISTRATION

  • CLIENT FORMS

  • EXPERIENCED BUSINESS COACHING

  • THE BLUEPRINT TO THE TAX BIZZ

  • OFFER TAX LOANS

  • TAX LAW UPDATES

  • MARKETING ASSISTANCE

  • IRS DUE DILIGENCE TRAINING

  • MARKETING TOOLS

  • BUSINESS TRAINING

  • WEBSITE DESIGN

  • LOGO DESIGN

  • SOCIAL MEDIA TRAINING

  • BUSINESS AUTOMATION

  • HOW TO BRAND YOUR BUSINESS

  • ONE-ON-ONE COACHING

  • IRS REGISTRATION

  • EFIN & PTIN SET UPEFIN & PTIN SET UP

  • HOW TO ATTRACT CLIENTS ONLINE AND OFFLINE

  • HOW TO ATTRACT OVER 500 CLIENTS

  • HOW TO ATTRACT OVER 500 TAX PARTNERS

  • GROUP TRAINING

DO NOT MISS THE OPPORTUNITY TO LEARN HOW TO

  • PURCHASE TAX SOFTWARE

  • HOW TO GROW YOUR SERVICE BUREAU TO 500 PARNTERS

  • HOW TO GROW YOUR TAX BUSINESS TO 500 CLIENTS

  • CHOOSE A BUSINESS NAME AND CREATE A LOGO

  • REGISTER FOR AN E-SERVICE ACCOUNT & APPLY FOR AN EFIN

  • APPLY FOR AN EIN

  • REGISTER YOUR BUSINESS WITH THE STATE AND APPLY FOR LLC

  • OPEN A BUSINESS BANK ACCOUNT

  • APPLY FOR PTIN

  • PURCHASE EDUCATION & TRAINING

  • DETERMINE OFFICE LOCATION AND BUSINESS MODEL

  • APPLY FOR BUSINESS LICENSES & PERMITS

  • HOW TO MARKET YOUR TAX BUSINESS ONLINE AND OFFLINE

  • REVIEW THE TAX SECURITY CHECKLIST

  • OBTAIN BUSINESS INSURANCE

  • WHAT OFFICE SUPPLIES ARE NEEDED

  • ORGANIZE A TAX OFFICE

TESTIMONIALS

What others are saying

"Just want to take a moment to shout out Kalea Williams for all the guidance and support. They really helped me get my tax business of the ground. Now I'm on my way building my first house. Appreciate you!"

- A Allen

"We appreciate you @Kalea Williams, we appreciate your support, time and definitely thank you for this opportunity. It might be slow but it will pick up for me"

- Foxi Cee

"This year has far been the best year for taxes for me... Your mentorship has been superior and I am truly grateful to have ya!... If this year is this good, I can't wait to see what next year brings"

- Keisha Walker

"Kalea Williams, I just want you to know how grateful and appreciative I am of you and enjoy this opportunity that you have given me and I will continue to strive to make it great"

- Charon Flowers

"You have been amazing mentor and support system for me since joining your tax team. I have learned so much about business, finances, credit and structuring. You will continue to grow because of how much you pour into others."

- Trenity Gardner

"Thanks for helping me out when I am unavailable. "

"Keep learning and implementing everything and I promise you, you will get the reward when you do the work consistently"

- Trenity Gardner & Foxi Cee

Choose Your Plan

Basic

$49

One Time Payment

80/20

Commission Split – You keep 20%

Software access + training portal

Great for side hustlers & self-starter

Beginner

$99

One Time Payment

50/50 Split

Commission Split

You keep 50%

Group coaching + onboarding help

Great for those new to the tax world

Advance

$149

One Time Payment

60/40 Split

Commission Split

You keep 60%

One-on-one Support

Advance training marketing templates, and more

Boss

$399

One Time Payment

VIP Coaching + Branding Kit

Full access to our premium systems, scripts, and support

ERO Basic and Advance Software

ERO Basic Software

$399

One Time Payment

ERO software license

Tax preparation and e-filing services

Basic technical support via email, phone, or screen share.

ERO Advance Software

$499

One Time Payment

Access to professional ERO tax software

Up to unlimited sub-users or preparers

Live coaching and support

ERO Advance Software

$499

One Time Payment

Access to professional ERO tax software

Up to unlimited sub-users or preparers

Live coaching and support

Advance

$249

monthly

60/40 Split

One-on-one Support

Advanced training, marketing templates, and more

Boss

$399

monthly

70/30 Split

VIP Coaching + Branding Kit

Full access to our premium systems, scripts, and support

All Packages Include

  • Group coaching + onboarding help

  • Software access + training help

  • Marketing & Branding-Social Media

  • Tax Laws & Due Diligence Compliance

  • Credit Repair Sales

  • Business structure + Business Credit Set Up

  • Great for side hustlers & self starters

  • Must have wifi and laptop

  • Must be a hustler and

  • Work virtual in all 50 States

STILL NOT SURE?

Frequently Asked Questions

1: What exactly is the Wealth & Wellness Tax Pro Program?

This is a flexible, online program that trains and supports individuals who want to earn money preparing taxes. We provide the software, coaching, tools, and marketing strategies you need to build a six-figure virtual tax business, no prior experience required.

2: Do I need to be certified or licensed to join?

No certification is needed to join. However, we help you get your PTIN (Preparer Tax Identification Number), which is required by the IRS. We guide you through it during Week 1 of the bootcamp.

3: How long is the training program?

The Bootcamp is 6 weeks long, with weekly live sessions, homework, and support. However, your access to coaching and systems continues even after bootcamp ends.

4: Is the program 100% virtual?

Yes! You can work from anywhere in the U.S. All you need is Wi-Fi and a laptop. We help you build a remote tax business that serves clients in all 50 states.

5: When does the next Bootcamp start?

You can enroll anytime and get immediate access to onboarding. Live bootcamps run in cycles, and once you join, you’ll be placed in the next available cohort.

6: Do I need my own software or website?

Nope. We provide software access, booking systems, and ready-made marketing materials depending on your plan. No need to figure it out on your own—we’ve got you.

7: What happens after Bootcamp ends?

You keep your access to the platform, tools, and community. You’ll continue receiving updates, support, and can upgrade anytime. Many graduates go on to launch agencies, build teams, or offer multiple financial services.