YOUR INCOME STOPS AT YOUR OWN CHAIR
You only earn on the returns your office files. When you stop, the money stops.
FOR EXPERIENCED TAX PROFESSIONALS READY TO LEAD
OWN THE SOFTWARE. BUILD THE BRAND. CREATE THE OPPORTUNITY.
You've built your tax business one return at a time. A Service Bureau lets you earn on returns filed across an entire network of offices, under your own brand, with TaxPro HQ behind you.
- White-Label Branding
- 5 Software Providers
- Training & Compliance Guidance
- HQ Support
YOU'VE HIT THE CEILING. HERE'S WHY.
YOU'RE BUILDING SOMEONE ELSE'S BRAND
Every return you file grows another company's network, not yours.
FOUR MONTHS TO MAKE A YEAR
Your revenue depends on how many hours you can survive in tax season.
OTHER PREPARERS ALREADY COME TO YOU
You're answering their questions and mentoring them for free, with no way to grow that into a business.
You don't need to work more returns. You need to own the network.
WHAT CHANGES WHEN YOU BECOME A SERVICE BUREAU
BEFOREAS A SERVICE BUREAU
Earning on your own returns only
Earning on every return across your network
Promoting someone else's software
Your name, logo, and colors on the software*
Income tied to your hours
Revenue that grows as your offices grow
Mentoring other preparers for free
A real business built on supporting EROs
Starting over every January
Offices that renew with you season after season
*Branding options depend on the software provider.
SEE WHAT YOUR NETWORK COULD EARN
Adjust the numbers to match your plans and see your estimated gross revenue.
QUICK START:
Total per return
$84
Total returns100
Software revenue$990
Per-return revenue$8,400
ESTIMATED GROSS REVENUE
$9,390
10 offices × 10 returns = 100 returns
REVIEW MY NUMBERS ON A CALL
Estimate shows gross revenue only. It does not include expenses, refunds, chargebacks, taxes, rebates, or contract terms. Earnings are not guaranteed.
BUILD A BUSINESS WITH MULTIPLE REVENUE STREAMS
Most tax professionals earn one way: one return at a time. As a Service Bureau, you earn on every return across your network and on the software your offices use.
01
PER-RETURN REVENUE
Grows with every return your network files
SERVICE BUREAU FEES
Earn a fee on each eligible return your EROs file, set within your software and program structure.
TRANSMISSION FEES
Earn on each return transmitted through your program, based on your provider and contract.
HIGH-VOLUME REBATES
Earn rebates when high-volume offices in your network hit volume thresholds, based on your provider's program.
NETWORK GROWTH
Every new office you add multiplies this income without adding hours to your own chair.
02
SOFTWARE REVENUE
Earned when offices join your network
SOFTWARE LICENSING
Sell branded software packages to EROs at the price you set.
PACKAGE TIERS
Offer starter, pro, and premium packages so offices of every size can buy in.
RENEWALS
Offices that renew each season bring you repeat revenue year over year.
One return pays you once. A network pays you over and over.
Revenue depends on your software provider, program structure, pricing, and contract terms. Any fees charged to taxpayers must be properly disclosed.
WE BUILD THE FOUNDATION. YOU BUILD THE NETWORK.
WHITE-LABEL BRANDING
Your company name, logo, and colors, depending on your software provider.
YOUR CHOICE OF SOFTWARE
Five professional providers to match how your network works.
CRM & AUTOMATIONS
Manage your EROs, communicate with your network, and automate follow-ups.
ERO ONBOARDING TOOLS
A smoother process for bringing new offices into your network.
TRAINING & COMPLIANCE GUIDANCE
Support with operations, compliance, onboarding, and business development.
HQ SUPPORT
A team behind you as your network grows.
SOFTWARE PROVIDERS
FIVE STEPS TO YOUR OWN SERVICE BUREAU
- 01
CONSULTATION
We review your experience, goals, and the network you want to build.
- 02
CHOOSE YOUR SOFTWARE
Pick your provider and set your pricing structure.
- 03
BRAND & LAUNCH
Set up your branding, systems, and CRM.
- 04
RECRUIT YOUR EROS
Bring offices into your network with onboarding tools and guidance.
- 05
GROW WITH SUPPORT
Scale with training, resources, and HQ support behind you.
IS A SERVICE BUREAU RIGHT FOR YOU?
THIS IS FOR YOU IF:
- You're an experienced tax professional or ERO
- Other preparers already look to you for help
- You want income that isn't capped by your own hours
- You're ready to lead, support, and grow a team of offices
- You want to build a long-term business, not just a busy season
THIS ISN'T FOR YOU IF:
- You're brand new to tax preparation Start here instead →
- You're looking for overnight income
- You don't want to support other offices
LET'S CLEAR THINGS UP
How much does it cost to start?
Your investment depends on the software provider and package you choose. We'll walk through every option on your consultation.
What experience do I need?
Service Bureaus are built for experienced tax professionals who are ready to support other offices. We'll review your readiness together on your consultation.
How long does setup take?
It depends on your provider and branding choices. We'll map out your launch timeline with you.
Do I need to know tech or marketing?
No. TaxPro HQ provides the CRM, automations, training, and resources to help you run and grow your network.
How do I find offices to join my network?
Business development is part of our guidance. We'll help you plan how to recruit and onboard EROs.
Can I see the numbers before I commit?
Yes. Use the earnings calculator above, then bring your numbers to your consultation and we'll go over them with you.
YOUR NETWORK STARTS HERE
STOP BUILDING SOMEONE ELSE'S NETWORK. START BUILDING YOURS.
Let's map out your Service Bureau, from software and branding to your first offices.
Own the Software. Build the Brand. Create the Opportunity.