You've Seen My Journey. Now it's time to start yours.
Want to See the Software First?
Try both software options and see which one feels right for your office.
Stop Building Just a Tax Office. Start Building the Network.
Your Tax Office
You primarily earn from your own clients
Your growth depends heavily on how many returns you can bring in
You manage one office and one client base
Revenue is concentrated during tax season
You’re still operating mainly as the tax business
Your Service Bureau
Bring independent EROs/tax offices under your business
Earn backend revenue from funded returns across your network
Provide professional tax software to your EROs
Create your own fee and revenue structure
Recruit and grow multiple tax offices
Build systems for onboarding, training & supporting EROs
Grow beyond the number of returns you personally prepare
Build a scalable tax software business
You Already Know the Tax Business.
Now Learn How to Build the Business BEHIND Tax Businesses.
YOU’RE IN THE RIGHT PLACE IF… YOU’RE READY TO GROW BEYOND YOUR OWN TAX OFFICE.
You’ve built the foundation. Now you’re ready to expand your reach, your revenue, and your impact.
I OWN A TAX OFFICE & I’M READY FOR MORE
“I’ve built my tax business, but I know there’s another level. I’m ready to expand beyond just my own clients.”
I WANT TO START A SERVICE BUREAU, BUT DON’T KNOW WHERE TO START
“I understand the opportunity, but I need help with the software, setup, bank products, pricing, systems, and structure.”
I’M READY TO BRING EROs UNDER MY BUSINESS
“I want to recruit tax office owners, provide them with software and support, and build a network under my brand.”
I WANT TO CREATE BACKEND REVENUE
“I don’t want all of my income tied to the returns I personally prepare. I want to build revenue across multiple tax offices.”
I’M ALREADY BUILDING A TEAM, BUT NEED THE SYSTEMS
“I have people interested in working with me, but I need the onboarding, recruiting resources, training, operations, and support to run it correctly.”
**STOP THINKING LIKE JUST A TAX OFFICE.
START BUILDING LIKE A SERVICE BUREAU.**
Your next level isn’t preparing more returns yourself. It’s building a network of tax offices that can grow with you.
READY TO BUILD MORE THAN A TAX OFFICE?
It’s Time to Launch Your Own Service Bureau.
You don’t have to have everything figured out before you start. We’ll help you with the EFIN process, software, bank products, training, business setup and the systems you need to get your office ready.
Frequently Asked Questions
Do I need tax experience to launch a Service Bureau?
Tax industry experience is strongly recommended because you’ll be supporting other tax professionals and tax offices. However, you don’t have to know everything before getting started. The setup, systems, training, and support are designed to help you understand how to operate and grow your Service Bureau.
Do I need an EFIN?
Yes. Your Service Bureau will need the proper IRS e-file credentials and setup. If you’re still working through that process, we’ll help you understand what needs to be completed.
What exactly does a Service Bureau do?
Instead of focusing only on preparing returns for your own clients, a Service Bureau provides tax software and infrastructure to independent EROs and tax offices. You build a network of offices under your business and can generate backend revenue as those offices process funded returns.
How does a Service Bureau make money?
Your revenue can come from software, Service Bureau fees, approved transaction-related revenue, and other products or services offered through your business. Your exact earnings depend on your pricing structure, products, volume, and the performance of your ERO network.
Do I have to prepare tax returns myself?
No. You can continue operating your own tax office if you choose, but your Service Bureau business is built around recruiting, onboarding, supporting, and growing EROs—not personally preparing every return.
Do I have to find my own EROs?
Yes. We do not provide EROs or guarantee enrollments. You’ll receive recruiting resources, strategies, and systems to help you attract and onboard tax offices into your Service Bureau.
What software will my EROs use?
You’ll receive professional tax software for your Service Bureau, and your EROs can be set up with software licenses through your business. 3 ERO software licenses are included with your setup.
Will you help me set my fees and pricing?
Yes. You’ll learn how the backend fee structure works and how to structure your Service Bureau offers so you understand where your revenue comes from.
Do you help with ERO onboarding and operations?
Yes. You’ll receive ERO onboarding resources, recruiting resources, backend operations training, systems, and ongoing support so you’re not trying to piece everything together yourself.
How quickly can I launch?
Your timeline depends on where you’re starting, including your EFIN, business setup, software setup, and readiness to begin recruiting. The goal is to get the foundation built correctly so you can start bringing EROs into your network.
IM READY TO INVEST BUT I HAVE QUESTIONS
Still have questions?
Not sure which software option you need or where you are in the process?
🔒 Secure Checkout • Immediate Onboarding • Professional Tax Office Training
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