The Tax Advisor & Associates 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, service, bureau fee, and audit fees, while building and managing a growing tax network with no limits.

With Tier 4, 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.