Learn how to grow your own profitable service bureau business

Join our thriving community of over 3,000 tax professionals and unlock the secrets to exponential growth.

WHO SHOULD JOIN:

  • Are you a Service Bureau struggling to scale and dominate your market?

  • Are you stuck under 500 partners and ready to rapidly expand your network?

  • Are you tired of splitting your hard-earned revenue with other companies?

  • Do you want full control of your business… including your fees?

  • Do you want to keep 100% of your tax prep fee, transmitter fee, doc prep fee, e-file fee, and audit fee?

  • Are you ready to build a high-profit service bureau that generates revenue from every return?

  • Do you want the power to bring on unlimited service bureaus and resellers under your network?

  • Do you need a team behind you all tax season providing coaching, training, marketing, and compliance support?

  • Are you an experienced service bureau owner ready to scale to 500+ new partners and elevate your position in the industry?

Who should join?

Are you a tax professional or service bureau who’s struggling to have success in your tax business?

Are you a tax professional or service bureau stuck at 50 to 150 clients? Do you want to attract more clients?

Are you Tired of sharing your hard-earned profit?

ARE YOU Aservice bureau or Tax professional that needs coaching the entire tax season?

Are you an experienced tax professional who wants to attract over 300 NEW clients?

Are you an experienced service who wants to attract over 500 new partners?

this is for you!

WANT TO HEAR WHAT OUR SERVICE BUREAUS HAVE TO SAY ABOUT THE TAX BIZZ?

At The Tax Bizz, we help service bureau owners build profitable, scalable, and high-performing networks — with full control and maximum earnings.

We provide a proven step-by-step blueprint designed specifically for service bureaus who want to:

    •    Grow their partner network quickly

    •    Keep 100% of their fees

    •    Increase bank product production

    •    Build sustainable revenue year after year

Whether you’re currently managing a small group of partners or ready to expand into multi-tier networks with unlimited service bureaus and resellers.

The Tax Bizz has the systems, training, and support to take you to the next level.

Want To Hear What Our Partners Have to Say About the Tax Bizz?

See for yourself!

The tax bizz Gives SERVICE BUREAUS EVERYTHING THEY NEED TO GROW & SCALE

  • Tax Software (Co-Branded)

  • Tax Software Training for You & Your Partners

  • Tax Education & Tax Law Courses

  • Payroll Setup Guidance

  • Full Technical Support

  • Bank Registration Support

  • All Required Client FormS

  • Experienced Business Coaching

  • The Tax Bizz Service Bureau Blueprint

  • Ability to Offer Tax Loans

  • Tax Law & Compliance Updates

  • Marketing Assistance & Tools

  • IRS Due Diligence Training

  • Business System Training

  • Website & Landing Page Design

  • Professional Logo Design

  • Social Media & Online Marketing Training

  • Business Automation Setup

  • Branding Strategy & Support

  • One-on-One Coaching Sessions

  • IRS Registration Guidance

  • EFIN & PTIN Setup Support

  • How to Attract Partners Online & Offline

  • Strategies to Grow 500+ Tax Partners

  • Weekly Group Coaching & Training Sessions

  • Dedicated ERO Support Team for Your Partners

You are in good company!

ABOUT THE TAX BIZZ

The Tax Bizz is a nationally recognized tax software and service bureau expansion company dedicated to helping service bureau owners build profitable and scalable tax businesses. With over 16 years in business, we have empowered thousands of tax leaders across the country with proven systems, tools, and support to succeed every tax season.

We have submitted over 40,000 bank products and played a key role in expanding the service bureau industry by helping our partners grow their networks, increase production, and maximize revenue through full control of their fees.

Our commitment is to build strong businesses, provide unmatched support, and deliver systems that scale. We offer co-branded software, a full ERO support team, office build-outs, automation tools, training, marketing systems, and continuous compliance education designed specifically to help service bureaus operate at the highest level.

As the tax industry evolves, The Tax Bizz continues to innovate and lead, ensuring our partners have the blueprint, coaching, and backend support to grow faster and smarter.

At The Tax Bizz, we do not just power tax companies. We build powerful service bureaus.

DO NOT MISS THE OPPORTUNITY TO LEARN HOW TO:

  • Purchase and co-brand professional tax software for your Service Bureau

  • Scale your network to 500 partners or more

  • Recruit and manage resellers and sub-service bureaus

  • Build a compliant, fully operational Service Bureau office

  • Register for an e-Services account and apply for an EFIN

  • Apply for an EIN

  • Register your Service Bureau as an LLC with your state

  •  Open your business bank account

  •  Complete PTIN setup for you and your partners

  • Provide education and training for your partner network

  • Build your brand identity including name, logo, and online presence

  • Develop a business model that maximizes revenue and fee control

  • Secure required business licenses and permits

  • Market your Service Bureau online and offline to attract partners

  • Complete a full tax security and compliance checklist

  • Obtain proper business insurance

  • Structure your office systems, support channels, and technology

  • Train your team and partner network effectively

  • Launch your Service Bureau correctly and professionally

  • Scale your marketing, production, and operations every tax season

Tax Software

tax software training

Tax education

Tax Law courses

Payroll setup

Tech support

Bank registration

Client forms

Experienced business coaching

The Blueprint to The Tax Bizz

Offer tax loans

Tax law updates

Marketing assistance

IRS Due Diligence training

how to build a massive team

how to do live events

Marketing tools

Business training

Website design

Logo design

Social media training

Business Automation

How to brand your business

One-on-one coaching

IRS registration

EFIN & PTIN set up

How to attract clients online and offline

How to attract over 200 clients

Group training

Recruiting training

how to train your team member

Do not miss the

opportunity to learn

How To Purchase Tax Software

How to choose a business name and create a logo

How to register for an E-Service account & apply for an EFIN

How to Apply for an EIN

How to Register your business with the state and apply for LLC

How to open a business bank account

How to apply for PTIN

How to purchase education & training

How to determine office location and business model

How to apply for business licenses & permits

How to review the Tax Security Checklist

How to obtain business insurance

What office supplies are needed

How to organize a tax office

How to create office compliance

How to train your team members

How properly open your office

How to Market Your Tax Business