Private Referral Training — Service Bureau Accelerator
Service Bureau Accelerator
Your Friend Asked Us To Show You This

Add $100,000+ To Your Tax Business Without Doing More Returns Or Opening Another Office.

In this free 60-minute training, we’ll show you how the hidden “Service Bureau” side of the tax industry works — and how tax pros are using it to get paid on other people’s bank-product volume, every year.

Give yourself 60 minutes, then decide if it’s the next move for your tax business.

Watch The Private Training Replay

Step 1 — Watch The Same Training Your Friend Did To Get Started

This is the exact 60-minute breakdown we use to show serious tax pros how to add $100K+ in backend revenue — without opening more offices or taking on 200–300 more clients.

Watch it once, distraction-free.

Private Training — 60 Minutes

How Tax Pros Are Adding $100K+
Without More Returns

(The Service Bureau Side Of The Industry)

60 Min Watch
Here’s Exactly What You’ll See Inside

What This 60 Minutes Will Actually Cover

  • How the real Service Bureau model works (in plain English) — and how it’s different from just reselling someone else’s software.
  • The exact fee breakdown on every bank-product return: what you keep today vs. what you could be keeping as a true Service Bureau.
  • Why most “deals” in the industry quietly cap your upside with minimum markups, per-license costs, and no backend rebates — and what a real deal looks like instead.
  • How to launch your own branded software and Service Bureau in 30 days or less — even if you’re not “techy” and have never sold software before.
  • Real examples of tax pros who turned this model into $50K, $100K, even $300K+ per year in backend revenue — and the simple plays they ran.
Why You Were Invited

Your friend is already inside the Service Bureau Accelerator program.

They asked us to share this training with a short list of tax pros they respect — people they believe are ready to stop starting from zero every season and build a real asset in the industry.

Real Results

Everyone Below Started By Watching This Training

“Like I say, forever grateful, whether you’re new, whether you’re an existing, I promise you, like I say, I was a service bureau for five, six years before I got with SBA. And they have made me literally probably triple my business, honestly speaking.”

— Shauntee Service Bureau owner – tripled my business

“I actually stumbled upon SBA before I got with Crosslink but I didn’t jump on the call then. The next year I did and man I… After that I was like, dang, I wish I would have found you guys so much sooner. I feel like I would have been so much further, but yeah.”

— Laquesha “I wish I would have found you guys so much sooner.
Complete Your Application

Step 2 — Complete Your Pre‑Call Application

This takes 2–3 minutes. Once submitted, you’ll be taken directly to book your call.

Answer honestly so we can skip the basics and make your call actually useful.

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Earnings Disclaimer: Any income or results mentioned on this page or in our materials are examples only and are not typical or guaranteed. Your results will depend on your effort, execution, experience, and market conditions. All business involves risk, and you are solely responsible for your own decisions and outcomes.