On the front lines you are the product, and your income stops where your calendar does. As a Service Bureau you own the platform instead — the software, the app and the marketing engine that other preparers and firms run their whole practice on. You buy it from us at a fixed cost, price it yourself, and get paid every time their business grows.
They file the returns. You own the network.
You are the product. Your ceiling is how many returns you can personally touch between January and April, and it resets to zero every year.
You own the platform. Your ceiling is how many offices you bring on, and every one of them keeps paying you next year.
You buy the platform once, at a fixed cost, and license it out under your own brand. Everything below is yours to price.
Cloud‑based, licensed to your bureau and branded in your name, with a seat for every preparer in your network.
Included with each preparer you license, billed monthly and marked up by you.
Branded website, funnels, voice and chat AI, content, and local search listings — entry tier or fully managed enterprise tier.
Resell the whole platform under another firm’s or bureau’s brand and keep the spread.
Insurance, financial services, planning, audit, bookkeeping, and attorney work your offices refer out — you take a flat cut of every engagement.
A disclosed share of the preparation revenue on returns filed through the platform, with no cost line against it.
Six of them recur every year without you touching a return. The seventh grows every time one of your offices has a good season.
You are paid once for every preparer who comes onto your platform.
Every office on your network licenses the software from you, annually.
The companion app on every seat, billed monthly, marked up by you.
A platform fee on every return your offices file — the line that grows fastest as the network grows.
Resell the whole platform under another firm’s or bureau’s brand and keep the spread.
Every location can carry a marketing package, at cost or marked up — either way it produces new returns.
A disclosed share of preparation revenue on returns filed through the platform, plus a cut of the insurance, financial, audit, and bookkeeping work your offices refer out.
Service Bureaus operate under their own name, hold their own credentials, and set their own pricing. There is no TSB badge on your door, no listing of you as one of our locations, and no required training, script, or playbook.
Everything we offer — strategy, mentorship, campaigns, the course library — is available to you and optional for you. You bought a platform and a support structure, not a franchise.
Each bureau and each downstream office holds and uses its own EFIN. Platform fees are for software and services and are never consideration for the use of an EFIN — see IRS Pub. 3112.
Run your own numbers in about a minute — your preparers, your volume, your pricing. The projection you walk away with is built from your answers, not ours.
Projections are illustrative and built from inputs you supply. They are not a guarantee, forecast, or earnings claim; results vary with market, effort, and execution.