LEARN HOW TO GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
The Tax Bizz specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with The Tax Bizz, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
JOIN US AT THE TAX BIZZ
YOUR JOURNEY TO FINANCIAL FREEDOM BEGINS NOW!
With The Tax Bizz, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.
WHERE TO START?
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Get access to our training and community to start building your business.
TIER 1 EFIN PACKAGE
The Tier 1 Tax Professionals Package is designed for tax professionals who want to launch and grow a profitable tax business. You will learn how to set up your operation correctly, attract clients, and manage a successful and compliant office.
With this package, you can bring on unlimited PTIN preparers, and you keep 100 percent of your prep fees, doc prep fees, e-file fees, and audit fees. You also gain access to our ERO Support Team to help you and your preparers throughout the tax season to ensure smooth operations.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a tax professional with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
TIER 2 SERVICE BUREAU PACKAGE
The Tax Bizz Tier 2 Service Bureau Software Reseller Package is built exclusively for service bureaus who are ready to scale fast and operate with full control. This package allows you to keep 100 percent of your tax preparation fees, transmitter fees, doc prep fees, e-file fees, and audit fees while growing a network with no limits. You have the power to bring on unlimited tax partners and unlimited service bureaus under your organization, creating multiple revenue streams every tax season.
This package is designed to help you structure, manage, and expand a successful service bureau operation with strong branding, proven recruitment systems, and ongoing operational support. From marketing strategies to team development, you will learn exactly how to grow your partner network at a major scale while maintaining compliance and strong production performance.
A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to operate as a service bureau with this package. Our dedicated ERO Support Team is available to assist you through the PTIN and EFIN application process, ensuring you’re set up for success quickly and efficiently.
HEAR IT FIRST-HAND
WHAT OUR TAX BIZZ TAX PROS HAVE TO SAY
The Tax Bizz is a trusted leader in service bureau growth and co-branded tax software. With over 16 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.
Power your tax business with the Tax Bizz
WELCOME TO THE TAX BIZZ
Where to start?
Purchase your package (Tier 1, 2, 3, or 4)
Review and Sign your Agreement
Schedule your onboarding meeting
Attend our business mastery training
Open your tax business
Now for only
$99
Tax professionals can start our revenue share program for only a $499. Receive 70% of the tax preparation fee you charge clients and get all your tax returns reviewed for IRS submissions.
Revenue Share 70/30
No EFIN Required
USE CODE: MAY99
Now for only
$199
Tax professionals can start our no revenue share program for only a $699. Receive 100% of the tax preparation fee you charge clients.
No Revenue Share
EFIN Required
USE CODE: MAY199
Now for only
$999
The Tax Bizz Tier 3 is designed for Tax Professionals who are ready to build a business, a strong brand, and Team Selling Software. We will teach you how to expand your tax business, how to build a team, and how to grow your tax business
No Revenue Share
EFIN Required
USE CODE: MAY999
Now for only
$1599
The Tax Bizz Tier 4 is designed for Tax Professionals who want to build their own Service Bureau business. The Tax Bizz will teach your how to build a strong brand, how to build marketing, and how to recruit new partners. We will teach you how to grow a successful service bureaus business, how to build a team, and how to train your team.
No Revenue Share
EFIN Required
USE CODE: MAY1599
What you will get from us
TRAINING & TECHNOLOGY
With The Tax Bizz, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
OUR PRODUCTS
With seamless integration into The Tax Bizz Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
The Tax Bizz provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic custom web designs. Every business need something different from their website; even different businesses in the same industry can have different needs and unique opportunities.
With seamless integration into The Tax Bizz Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
The Tax Bizz provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic custom web designs. Every business need something different from their website; even different businesses in the same industry can have different needs and unique opportunities.
Embark on a transformative journey with our service bureau business mentorship program and unlock the potential of your entrepreneurial aspirations. Our comprehensive mentorship offers invaluable guidance and support to help you establish and scale a thriving service bureau business. Whether you're a seasoned professional or a newcomer to the industry, our program provides tailored strategies, practical insights, and expert advice to propel your business forward. Gain access to a wealth of knowledge and experience as you navigate the intricacies of the service bureau landscape. Elevate your business acumen and achieve your entrepreneurial goals with the guidance of our seasoned mentors. Join us today and take the first step towards unlocking your business's full potential!
With seamless integration into The Tax Bizz Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
Launching Your Tax Business is a comprehensive eBook designed to provide aspiring entrepreneurs with a step-by-step guide to starting and growing a successful tax preparation business. Whether you’re a seasoned tax professional or someone looking to break into the industry, this eBook will walk you through the essential steps to launch your business and attract clients.
Join us this Sunday night at 9pm EST for an exclusive tax business training session designed to help you kickstart your entrepreneurial journey. Our comprehensive training will provide you with the knowledge and skills needed to establish and grow a successful tax business. Whether you're a seasoned professional or just starting out, this session will cover essential topics and strategies to elevate your business. Don't miss this opportunity to learn from industry experts and take your tax business to new heights. Register now to secure your spot and gain valuable insights that will propel your success in the tax industry!
Unlock the power of targeted marketing with our exclusive eBook for tax professionals. Gain valuable insights and strategies to grow your client base by utilizing online and offline marketing strategies. Purchase now and elevate your marketing game!
With seamless integration into The Tax Bizz Software, the Mobile App lets you expand your reach and puts YOUR business in the palm of your client's hand. The App allows clients to submit tax documents, book an appointment, get directions to your office, and more in both English and Spanish.
Launching Your Tax Business is a comprehensive eBook designed to provide aspiring entrepreneurs with a step-by-step guide to starting and growing a successful tax preparation business. Whether you’re a seasoned tax professional or someone looking to break into the industry, this eBook will walk you through the essential steps to launch your business and attract clients.
Join our FREE training session this Sunday at 9pm EST. Learn from industry experts as they share proven strategies for attracting clients, managing finances, and delivering exceptional tax services. Whether you're a seasoned tax pro or just starting out, this session will equip you with the skills to take your business to the next level. Secure your spot now!
Unlock the power of targeted marketing with our exclusive eBook for tax professionals. Gain valuable insights and strategies to grow your client base by utilizing online and offline marketing strategies. Purchase now and elevate your marketing game!
HAVE A ONE-ON-ONE COACHING SESSION WITH THE CEO, WESTON HILL
Hey everyone, this will be my 15th year in the tax industry, and I’ve helped countless Tax Professionals and Service Bureaus start and expand their business. If you need assistance growing your Tax Business or Service Bureau Business, learn how to recruit 100 partners, or just pick my brain. I can help! This call will be live on Zoom.
Hey everyone, this will be my 15th year in the tax industry, and I’ve helped countless Tax Professionals and Service Bureaus start and expand their business. If you need assistance growing your Tax Business or Service Bureau Business, learn how to recruit 100 partners, or just pick my brain. I can help! This call will be live on Zoom.
Hey everyone, this will be my 14th year in the tax industry, and I’ve helped countless Tax Professionals and Service Bureaus start and expand their business. If you need assistance growing your tax business or to learn recruiting strategies and Tips. I can help! This call will be over the phone.
BANKING PARTNERS
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.