Service Bureau Partnership Program

Our comprehensive partnership program is designed for tax professionals who want a done-with-you

pathway to operating a compliant and profitable tax business.

 

Program Highlights:

• Software licensing

• ERO sponsorship and guidance

• Compliance monitoring

• Bank product access

• Training and support

• Operational systems

• Business growth mentorship 

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This program removes the guesswork and allows you to focus on serving clients and growing revenue, while we handle the backend.

​We understand the difference between preparing returns and building a tax business — because we’ve done both.