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.
Live sessions this week. Pick a time that works for you.
Free 60-minute training, built for tax pros.
If You’re Here, You’re Probably In One Of These Four Spots.
If you’re a tax pro who wants to stop starting from zero every season and build a real asset, this training is for you.
- You’re maxed out on returns and hours every season.
- You want to stay in taxes, but not on the front lines forever.
- You’d love to earn more without taking on 200–300 more clients.
- You’ve grown your office, but the ceiling feels close.
- You want revenue that layers on top of what you already do.
- You’re looking for leverage – not just another marketing trick.
- You’re ready to be the provider, not just the preparer.
- You want to recruit, train, or support other tax pros – and get paid for it.
- You like the idea of building a network that grows your income even when you’re not working.
- You became a service bureau, but nobody showed you how to actually grow it.
- You might be set up as a reseller, not a real service bureau — and there’s a difference worth thousands of dollars a season.
- You’ve been collecting some fees, but you’re not sure if you’re seeing all of them.
What You’ll Learn In 60 Minutes.
We’re not going to talk about “getting more tax clients” or posting more on social media. This training is about the other side of the industry – the side most preparers never see.
- How the Service Bureau model really 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 – which fees you never keep today, and which ones you could be keeping.
- Why most deals in the industry quietly cap your upside with minimum markups, per-license costs, and no rebate – and what a real Service Bureau deal looks like instead.
- How to launch your own branded software and Service Bureau in 30 days or less, even if you have no idea where to start right now.
- Real examples of tax pros who turned this into $50K, $100K, even $300K+ per year in backend revenue – and the simple plays they ran.
- Why real scale in the tax industry doesn’t come from doing more returns – it comes from owning the platform everyone else works inside.
Real Tax Pros. Real Results.
Everyone below started where you are now – trying to figure out if this side of the industry was real, and if it was worth their time.
“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“It doubled. It doubled. Before, just my husband and I were doing taxes for 10–15 years, and we were only at six figures — like $100,000 to $120,000 during tax season. But yeah, this year I know we hit $300,000.”
— Shanta From ~$100–120K to $300,000“Don’t overthink it. Go ahead and join right now. Like you’re missing out, you’re wasting time, you’re losing money by not joining SBA. So go ahead and do that right now. Honestly, it’s the best thing I ever did. It’s the best money I ever spent to join anything. The best training platform, ongoing training, coaching, mentorship.”
— Desiree “Best money I ever spent” – ongoing training, coaching, mentorshipCommon Questions.
No. You do not need to have an EFIN to become a Service Bureau.
You’ll finally see how your current deal actually compares. We’ll walk through the fee structure and show you what to look for so you can decide if you’re getting a fair deal or leaving money on the table.
Most attendees have at least a season or two under their belt, but we also have beginners who want to start on the right side of the industry. If you’re serious about building a real business in the tax industry, you’ll get value.
The training is genuinely educational — we walk through how the model works, how the fees break down, and what a real Service Bureau setup looks like. At the end, if it resonates and you want to go deeper, we’ll invite you to book a Gameplan Call with our team. That call is a conversation, not a close. If it’s not a fit, we’ll tell you.
Pick the time that’s most realistic for you. We recommend showing up live so you can see the full breakdown in one sitting without distractions.
Pick Your Session Time.
Give yourself 60 minutes, bring a notebook, and see how the other side of this industry really works. Most people say they want to make more money in taxes. Very few will actually sit still long enough to learn how.
If you don’t show up, nothing changes.