LAUNCH MY SERVICE BUREAU

Go From “I Want My Own Service Bureau”

To Actually Being Ready to Run One.

We Help You Build It Step-by-Step.

One-Time Investment: $1,997 | Mentorship Available

Trying to Launch Alone vs. Launching With a Blueprint

DOING IT ALONE

Trying to figure out how Service Bureaus actually work
Unsure how to structure your ERO fees
Figuring out software and bank products on your own
No clear ERO recruiting strategy
No onboarding system for new offices
Trying to create contracts, processes & operations from scratch
Unsure how the backend revenue works
Learning through expensive trial and error

WITH LAUNCH MY SERVICE BUREAU

Service Bureau setup & launch guidance
Professional tax software
3 ERO software licenses included
Bank product setup
ERO recruiting resources
ERO onboarding system
Backend operations training
Fee & revenue structure guidance
Systems and resources to manage your offices
Ongoing support

STOP PIECING YOUR SERVICE BUREAU TOGETHER.

Build the infrastructure once — and build it correctly.

Everything You Need to Go From Tax Office → Service Bureau

Launch My Service Bureau walks you through the setup, systems, ERO structure, operations, and growth side of building your own Service Bureau.

SERVICE BUREAU FOUNDATIONS

Understand how the Service Bureau model works, your role as the SB, how ERO relationships are structured, and how your network operates.

SOFTWARE & ERO SETUP

Learn how to set up your software structure, add ERO offices, issue licenses, and manage the offices operating within your network.

BANK PRODUCTS & BACKEND FEES

Understand bank products, funded returns, Service Bureau fees, transaction-related revenue, add-on products, and how money flows through your network.

ERO RECRUITING & GROWTH

Build a strategy to attract tax office owners, communicate your offer, follow up with prospects, and consistently grow your ERO network.

ERO ONBOARDING

Create a repeatable process for bringing new EROs into your Service Bureau—from enrollment and agreements to software setup and getting them ready for season.

OPERATIONS & OFFICE MANAGEMENT

Learn how to manage multiple ERO offices, establish expectations, organize communication, track production, and keep your Service Bureau running smoothly.

ERO TRAINING & SUPPORT

Build a support system for your offices with training resources, processes, communication, and guidance throughout the season.

PRICING & REVENUE STRUCTURE

Learn how to structure your Service Bureau offer, choose your fees, understand your margins, and build a model that makes sense for your business.

RESOURCES, TEMPLATES & SYSTEMS

Get practical tools, templates, agreements, checklists, onboarding resources, and systems you can actually use while building and operating your Service Bureau.

You’re Not Just Selling Tax Software. You’re Building the Business Behind Tax Offices.

LEARN

Understand the Service Bureau model, software structure, bank products, backend fees, ERO relationships, and how the money flows.

BUILD

Set up your Service Bureau, establish your pricing, create your ERO offer, and put your onboarding, recruiting, training, and support systems in place.

LAUNCH

Start recruiting EROs, onboarding offices, issuing software, supporting your network, and growing your Service Bureau.

Learn → Build → Launch

Ready to Launch Your Service Bureau?

Full Program

$1,997 One-Time Payment

or

3 Payments of $800

Complete Launch My Service Bureau Training
Service Bureau Setup & Structure
Professional Tax Software
3 ERO Software Licenses Included
Bank Product Setup & Training
Backend Fee & Revenue Training
ERO Recruiting Resources
ERO Onboarding System
ERO Agreements & Business Resources
Operations & Workflow Training
ERO Training Resources
Ongoing Support

Want More Hands-On Help? Add 6 months of Service Bureau mentorship for $697

Don’t Wait Until Tax Season to Figure Out How to Run a Service Bureau.

Build your systems, recruit your EROs, and get your offices positioned BEFORE filing season starts.

Watch the video to see how this works

Frequently Asked Questions

Do I need to already own a tax office?

You should have tax industry experience or a solid understanding of how a tax office operates. A Service Bureau is the next level because you’ll be providing infrastructure and support to other tax businesses.

Do I need an EFIN?

Your setup will need the appropriate IRS e-file credentials. We’ll walk through the requirements and structure during your setup.

What do I actually do as a Service Bureau?

You recruit and onboard independent EROs/tax offices, provide access to professional tax software and approved products, establish your business systems, and support the offices within your network.

How does my Service Bureau make money?

Your business can generate revenue through your Service Bureau fee structure, software and approved products/services offered through your network. Your actual revenue will depend on your pricing, number of offices, funded return volume, and products selected.

Do you provide EROs for me?

No. You are building your own business and network. We provide recruiting resources, systems, training, and guidance to help you attract and onboard EROs.

Are software licenses included?

Yes. Your package includes professional tax software and 3 ERO software licenses to help you begin building your network.

Is mentorship included?

The $1,997 package includes the complete Service Bureau setup, training, resources, and ongoing support. For owners who want more hands-on guidance while building and growing, 6 months of mentorship can be added for $697.

Your Service Bureau Is Bigger Than Software.

You’re Building the Infrastructure Other Tax Offices Will Depend On.

$1,997 • 3 ERO Licenses Included • Immediate Onboarding

🔒 Secure Checkout • Immediate Onboarding • Professional Tax Office Training