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Service Bureau Coaching & Mentorship Program
Build a 7-Figure Tax Business. Lead with Confidence.
Launch your own branded tax software company. Mentor others. Keep 100% of your revenue.
Becoming a Service Bureau Owner is one of the most powerful ways to grow your tax business beyond return preparation. This is not just about access to software. This is a business-building mentorship experience designed to help you establish your brand, recruit preparers, create consistent revenue, and position yourself as a leader in the tax industry.
This coaching program will show you how to build a profitable, scalable business model, and guide you through every step of becoming a fully operational service bureau.
What’s Included in the Coaching Program
Software and Branding Setup
- Branded tax software with your logo and business name
- Unlimited preparer licenses you can resell at your own price
- Branded mobile app for your team and clients
- CRM system to manage your client relationships and preparer team
- Full white-label build-out of your software portal
- You keep 100% of all fees—no revenue splits or backend contracts
Coaching and Business Model Development
- Comprehensive service bureau coaching and mentorship
- Business model strategy focused on building a 6- and 7-figure firm
- Revenue mapping to help you project and scale income
- SOPs, contracts, and onboarding templates for your preparers
- Sales scripts and team training tools
- Ongoing business coaching and support throughout tax season
- How to become a mentor and coach your own preparer team under your brand
Branding and Marketing Training
- Personal brand development as a tax industry leader
- Marketing templates for flyers, onboarding kits, and social media
- Visibility strategies to position yourself as a go-to expert
- Step-by-step guidance to attract and retain quality preparers
Bank Product Revenue Training
As a service bureau, you’ll generate revenue beyond return preparation. We coach you on how to leverage bank product partnerships to earn additional income on every return filed by your team.
Partner Banks Include:
- TaxSlayer Bank Products
- Refund Advantage
- Santa Barbara TPG (Tax Products Group)
You’ll learn how to:
- Offer refund advance loans through partner banks
- Earn rebates and add-on service bureau fees
- Maximize bank product revenue
- Simplify enrollment and onboarding for your preparers
Community and Support
- Private mastermind community for service bureau owners
- CRM access to manage your full business pipeline
- Monthly check-ins and business accountability calls
- Lifetime access to templates, training, and resources
Who This Is For
This program is for tax professionals who are serious about expanding their business beyond tax prep. If you’re ready to lead, mentor others, and take full control of your brand and revenue, this program is for you.
This program is ideal for you if you:
- Have an active EFIN or are working toward one
- Want to become a service bureau, not just resell software
- Are ready to lead a team of preparers
- Want to generate year-round income, not just seasonal income
- Need structure, guidance, and real mentorship
Please Note:
All purchases of the coaching program, software, and related courses are non-refundable. This program is designed for committed professionals only.
Ready to Get Started?
Start your own tax software company. Mentor others. Build your legacy in the tax industry.
