HELPING TAX PROFESSIONALS START & SCALE A SERVICE BUREAU

Unlock The Secret Business Within The Tax Industry – Multiple Streams of Revenue Await!

Company Introductions

The Tax Industry's Best-Kept Secret

Turn tax software costs into profits. Launch your Service Bureau & earn from other preparers. More concise while keeping the core value proposition - "5X revenue" can be moved to a bullet point or testimonial later.

Award-Winning Excellence

Recognized as Industry Leaders in Financial Innovation

Certified & Regulated

Recognized as Industry Leaders in Financial Innovation

Pivot Group

  • A business model that lets tax professionals own and monetize their software by licensing it to other preparers. Instead of paying for tax software annually, you:

    • Control pricing, features, and user access

    • Earn from subscriptions, bank products, and add-ons

    • Build equity in your own fintech asset

  • 5 Revenue Streams You Can Activate:

    1. Software Licensing ($50-$300/user/month)

    2. Bank Product Rebates ($100-$500 per return)

    3. E-File Fees (Mark up IRS-approved pricing)

    4. Support Packages (24/7 helpdesk add-ons)

    5. Tax Prep Upsells (For end-clients)

  • Common pitfalls we help you avoid:
    ✖️ Getting stuck in legal/IRS compliance loopholes
    ✖️ Underpricing software licenses (leaving $200k/year on the table)
    ✖️ Tech overwhelm (we pre-approve turnkey solutions)

  • 90-Day Launch Blueprint:
    ✅ Week 1-4: Legal setup & software white-labeling
    ✅ Week 5-8: Pricing strategy & preparer onboarding
    ✅ Week 9-12: Scaling with automation & bank partnerships

  • Ideal candidates:
    ✔️ Tax firms spending $5k+/year on software
    ✔️ Preparers with 10+ colleague connections
    ✔️ Entrepreneurs tired of trading time for money

What is a Tax Service Bureau?

The Hidden Business Model Top Tax Pros Use

A Tax Service Bureau is a licensed business that allows you to:

  • Own and resell your own branded tax software to other preparers

  • Earn recurring revenue from subscriptions, bank products, and add-ons

  • Break free from expensive vendor fees (like Intuit or Drake)

5X Your Software ROI

Scalable Equity

Zero Client Acquisition Cost

Control Your Ecosystem

Done-For-You Compliance

Future-Proof Your Business

Turn a $5,000/year expense into.

Set your own pricing, features, and user.

Earn year from preparer subscriptions.

What is A Service Bureau?

A Tax Service Bureau is a business model within the tax preparation industry that allows you to provide your own custom business software to other tax professionals. Typically, Service Bureaus offer other services such as technical support, customer service, and bank product processing to those who enroll with their software. If you're already a tax professional and paying for tax software, you could be leaving thousands of dollars on the table each year by not controlling your own software and the fees associated with it.

Instead of paying for tax software, become the provider and monetize your expertise.

A Tax Service Bureau empowers tax professionals to:

  • Own & license their own tax software instead of paying costly vendor fees

  • Create passive income streams through:
    • Software subscriptions ($5550+/user/month)
    • Bank product integrations (rebates)
    • Premium support services

  • Scale their practice by serving hundreds of tax preparers simultaneously

The average Service Bureau generates $50,000+ annually per 100 users.

How Service Bureaus Make Money

Becoming a Service Bureau is one of the most lucrative business models within the industry as it provides you with multiple streams of revenue and the ability to increase your revenue in the off-season. Below are the most common sources that Service Bureaus make money.

  • Software Licensing Fees (Tax professionals pay to use your custom software).

  • Technical Support Plans (Monthly/annual fees for troubleshooting).

  • Bank Product Processing (Earn commissions from refund transfers).

  • Training & Certification Programs (Upsell courses for tax pros).

Service Bureau Boost

  • Your Custom Tax Software

    Provide branded software to other tax professionals, with licensing fees and backend control.

  • See Revenue Calculator

    Earn from bank rebates, technical support plans, and training programs.

  • Join the Accelerator

    Step-by-step guidance to launch/scaling, with live coaching and community access.

Happy Clients

  • By: Sarah K., CPA (Texas, USA)

    "The Service Bureau Accelerator helped me earn $72,000 in 8 months by licensing my tax software to 30+ professionals. Best investment ever!"

  • By: James L., Enrolled Agent (Florida, USA)

    "Zero tech skills needed! The step-by-step guides made it easy to launch my bureau. Now I earn $5K/month passively from bank products."

  • By: Maria G., Tax Office Owner (California, USA)

    "The weekly expert Q&As saved me 50+ hours of trial-and-error. The private Facebook group alone is worth the program fee!"

  • By: David R., Former IRS Agent (New York, USA)

    "Scaled from 1 to 15 employees in 1 year using the Accelerator’s templates. My revenue grew by 400%!"

Have Questions?

Get answers to your questions

  • A business model within the tax preparation industry that allows you to provide your own custom business software to other tax professionals, along with services like technical support and bank products.

  • Average earnings range from $5,000-$20,000 per month depending on your client base and services offered.

  • No! Our step-by-step Service Bureau Accelerator Program guides simplify everything you need to know.

  • Custom tax software solutions, technical support, customer service, bank products, and revenue-sharing opportunities.

Contact us.

Let’s Build Your Service Bureau Together

Location
256 Beauvoir Road, Suite 100
Biloxi, MS 39531

Phone
(555) 555-5555

Hours
*Mon-Fri: 9AM–5PM CST*