Your vision is bigger than your own tax office.
Build the infrastructure other tax professionals can grow through.
For experienced EFIN holders with an established business entity who are ready for an infrastructure-level opportunity.
THE STORY BEHIND THIS PATH
At this level, the opportunity is no longer limited to the returns you personally prepare.
You are thinking about preparers, offices, branding, infrastructure and scale. Service Bureau is the advanced lane for operators who want to support other tax businesses through a larger platform model and are prepared for the responsibility that comes with it.
WHERE THIS CAN LEAD
This is the shift from running a tax business to building infrastructure around tax businesses. The ceiling is no longer defined only by your personal client list.
IMAGINE THE NEXT VERSION OF YOUR BUSINESS
Not just another tax season. A direction.
DOES THIS SOUND LIKE YOU?
The right package should feel recognizable before you ever reach checkout.
You think beyond your own client list
You want to support other preparers or offices
You want a white-label infrastructure path
You want to keep 100% of your client revenue under this model
You are prepared for advanced onboarding and operational responsibility
WHAT YOUR MONEY OPENS
You are buying a position to move from.
The package connects the pieces around this particular stage so you can spend less time piecing together a setup and more time building the part customers actually see.
White-label platform pathway
Service bureau infrastructure
Keep 100% of client revenue
TBG Tax Academy professional resources
Custom onboarding session
Scalable path for supporting other tax professionals
BEFORE YOU BUY
Know exactly what qualifies you for this path.
No burying the EFIN question inside an application. Check the requirements here first.
EFIN required
Business entity verification required
Service agreement
Custom onboarding and approval
FROM INTEREST TO OPERATING
Here is what happens after you say yes.
Confirm your EFIN and established business entity
Submit the Service Bureau-specific application
Complete business verification and approval
Complete custom onboarding and service agreement
Configure infrastructure for the preparers or offices you support
YOUR NEXT MOVE
You have seen the path. Now decide whether it belongs in your story.
The application that opens next is already set for this exact journey. You will not be sent back through the package maze.