
The Tax Bizz Tier 2 Service Bureau 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% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, and audit fees, while building and managing a growing tax network with no limits.
With Tier 2, you have the power to bring on unlimited tax partners and unlimited service bureaus under your organization creating multiple revenue streams every tax season.
You maintain full control of all fees and have the ability to set maximum add-on fees, giving you complete flexibility and authority over your pricing and profits.
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.

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 and Team Selling Software. We will teach you how to grow a successful tax business, how to build a team, and how to train your team.
Co-branded professional tax software
Complete IRS registration support
Bank registration setup to offer tax loans
Online education portal for training and compliance
Full ERO support team assisting you and your partners
One-on-one training and weekly coaching
Software training and year-round tech support
Blueprint to the Tax Bizz service bureau model
Business branding guidance with a custom business name
Client forms and compliance materials
Tax law and due diligence updates
Business payroll setup support
Social media and marketing training
Recruiting and team-building strategy
Unlimited tax partners and unlimited service bureau partners

CO-BRANDING SOFTWARE
THE BLUEPRINT TO THE TAX BIZZ
PROFESSIONAL TAX SOFTWARE
ONE-ON-ONE TRAINING
SOFTWARE TRAINING
CUSTOM BUSINESS NAME
TECH SUPPORT
IRS REGISTRATION
OFFER TAX LOANS
CLIENT FORMS
Team building
Team support
Recruiting training
BANK REGISTRATION
TAX LAW UPDATES
BUSINESS TRAINING
social media TRAINING
WEEKLY COACHING
EXPERIENCED BUSINESS COACH
BUSINESS PAYROLL SETUP
UNLIMITED PARTNERS
No Revenue Share
EFIN required
Purchase your package
Review and Sign agreement
Schedule on-board meeting
Attend Business Mastery Training
Open your tax office