The Executive Service Bureau Program is designed for experienced tax professionals and tax office owners who are ready to move beyond preparing returns and begin building a larger tax business.
 
This program gives you the foundation, systems, software, and guidance needed to begin operating at the service bureau level, recruit tax offices, support your network, and create an additional stream of revenue within the tax industry.
 
Your Program Includes:
 
Service bureau setup
Branded professional tax software
Unlimited software licenses
Step-by-step implementation guidance
Tax office onboarding systems
Recruiting and growth strategies
Weekly coaching and mentorship
Back-office and operational guidance
Training and support resources
Guidance for building and managing your network
 
Best For: Established tax professionals and tax office owners who are ready to expand beyond one office, build a network of tax businesses, and create a scalable operation.