Helping Tax Business Owners Start and Scale

a profitable Service Bureau

WHAT IS A

SERVICE BUREAU?

A Tax Service Bureau is a business model within the tax preparation industry that allows you to sale your own branded software. Becoming a Service Bureau is one of the most lucrative business models within the tax industry.

BENEFITS IN BECOMING A

SERVICE BUREAU:

Branded Software

Upfront revenue

Service Bureau Fees

Rebates

WHAT'S INCLUDED IN THE

SERVICE BUREAU PROGRAM

  • Free Coaching

  • Service Bureau Training

  • Software Branding & Buildout

  • Branding and Marketing Training

  • Keep 100% of your fees, No splits

  • Contracts & SOPs

  • Access to our private community

  • TaxPros CRM

Partner Banks:

MEET YOUR COACH

See what mentees guided by Dr. Rosie Thomas

has to say!

LEARN THE SECRETS TO ACHIEVING 6-7 FIGURES IN THE TAX BUSINESS