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Bureau · Revenue Share: None

Service Bureau

For tax professionals establishing their own service bureau business — designed to support a team of more than 2,000 tax professionals.

Bureau operators building brand, team, marketing, training, and recruiting systems that attract new preparers and service bureaus. A PTIN and EFIN are required.

PTIN required

EFIN required

One-time setup

$899Was $3997
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Includes software, training, coaching, and support.

What you'll achieve

Outcomes

  • Co-branded software your partners operate under
  • Unlimited partners with a full ERO support team
  • CRM automations, workflow, and high-performing website development
  • The Blueprint to Tax Prodigy Pro and the Blueprint to Building a Tax Company

Everything included

In this package

  • Co-Branding Software
  • The Blueprint to Tax Prodigy Pro
  • Professional Tax Software
  • Software Training
  • Custom Business Name
  • Tech Support
  • Team Building
  • Team Support
  • IRS Registration
  • Offer Tax Loans
  • Client Forms
  • Recruiting Training
  • Full ERO Support Team
  • Bank Registration
  • Tax Law Updates
  • Experienced Business Coach
  • Unlimited Partners
  • Business Payroll Setup
  • Tax Return Review Before IRS Submission
  • The Blueprint to Building a Tax Company
  • Weekly Check-Ins
  • CRM Automations and Workflow
  • High-Performing Website Development

How it works

Four steps

  1. 01Purchase your preferred package
  2. 02Review and sign your agreement
  3. 03Schedule your onboarding meeting
  4. 04Open your tax business