THE TAX BIZZ : TIER 2 SERVICE BUREAU PACKAGE

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.

How To start a tax service bureau business

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.

THIS PACKAGE INCLUDES:

  • 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

WHAT IS A SERVICE BUREAU?

A Service Bureau is a powerful business model that allows you to operate at the highest level of the tax preparation industry. Instead of only preparing returns, you become the provider by offering your own branded tax software, onboarding other tax professionals, and collecting fees on every return filed under your network.

As a Service Bureau, you have full control over your pricing, branding, and Service Bureau fees. You decide what you charge for each software license, set your own add-on fees, and keep 100% of your profits. With the support of The Tax Bizz platform, you can build a large network of EROs, train them, and manage them efficiently through our automation and support systems.

This model allows you to scale your business far beyond individual tax preparation, turning your software ownership into a continuous, high-profit revenue stream.

UNLIMITED BRAND SOFTWARE LICENSES COMING 2026

Beginning in 2026, every Tax Bizz Service Bureau will receive unlimited branded software licenses at no additional cost. This upgrade gives you the freedom to expand your business without limits while maintaining complete control of your Service Bureau fees.

You’ll be able to:

• Sell or distribute your branded software to unlimited tax professionals

• Set and control your own Service Bureau fees

• Add and adjust your own add-on fees such as transmitter, document prep, and audit protection

• Earn on every return filed under your network

• Build your own co-branded Service Bureau powered by The Tax Bizz

The 2026 update gives you unlimited growth, unlimited licenses, and unlimited earning potential, all under your brand and your control.

WHAT OUR TAX BIZZ TAX PROS HAVE TO SAY about our training and support

This amazing offer includes:

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

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.

Step 3 : Get access to our training and community to start building your business.

813-440-6351

Office: 710 Oakfield Dr-Suite 207,
Brandon, FL 33511

The Tax Bizz Software LLC Ⓒ I All Rights Reserved

How it works?

Purchase your package

Review and Sign agreement

Schedule on-board meeting

Attend Business Mastery Training

Open your tax office