You're not just starting a tax business—you're building the foundation to lead and grow your own Service Bureau.

The Service Bureau Program is designed for entrepreneurs and experienced tax professionals who want to expand their business, support multiple tax preparers, and create a scalable operation with the right systems, structure, and ongoing support.

What You’re Getting Access To:

Access to resell software

Keep 100% fees

Dedicated onboarding

Operational guidance & compliance support

Integrated Bank products partnerships

Scale & manage multiple offices

Why This Program Matters

Build and lead your own network of tax professionals

Create multiple revenue streams beyond preparing tax returns

Expand your business with scalable systems and support

Increase your credibility within the tax industry

Position yourself for long-term business growth and profitability

Who This Is For:

Entrepreneurs looking to build a tax business with long-term growth potential

Existing EROs ready to expand into a Service Bureau model

Tax professionals who want to recruit, mentor, and support other preparers

Business owners seeking scalable income opportunities within the tax industry

Important Notes Before You Continue:

This program focuses on Service Bureau setup, compliance, operations, and business growth.

Additional resources are available as optional add-ons, including:

Professional tax software

Software training packages

CRM and tax technology systems

Marketing and client acquisition systems

Advanced business coaching and automation tools

These optional solutions can be selected based on your business goals and stage of growth.

Final Step