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.
Transform data into actionable insights with precise and thorough analysis.
Track Your Growth and Stay on Top of Your Goals with weekly Guidance and Support
Stand Out Online with Branding That Brings Clients to You
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
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 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.
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, 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
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
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
"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
80/20
Commission Split – You keep 20%
Software access + training portal
Great for side hustlers & self-starter
50/50 Split
Commission Split
You keep 50%
Group coaching + onboarding help
Great for those new to the tax world
60/40 Split
Commission Split
You keep 60%
One-on-one Support
Advance training marketing templates, and more
VIP Coaching + Branding Kit
Full access to our premium systems, scripts, and support
ERO software license
Tax preparation and e-filing services
Basic technical support via email, phone, or screen share.
Access to professional ERO tax software
Up to unlimited sub-users or preparers
Live coaching and support
Access to professional ERO tax software
Up to unlimited sub-users or preparers
Live coaching and support
60/40 Split
One-on-one Support
Advanced training, marketing templates, and more
70/30 Split
VIP Coaching + Branding Kit
Full access to our premium systems, scripts, and support
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
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.
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.
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.
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.
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.
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.
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.
+954-809-3769
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