Become a Tax Service Bureau. Increase your revenue in the off season! One of the little-known secrets of a service bureau is the incredible revenue potential you have as it grows.
The service bureau business model is one of the little known secrets in the Tax Industry. Very few people openly talk about what the benefits of being your own service bureau are and what it actually is.
To put it simply, a service bureau provides tax software to tax professionals. If you already own a tax office or are in the tax industry, creating your own Service Bureau brand is one of the most lucrative business models in the industry. However you want to be more than just a “tax software” provider.
As a Service Bureau you get to take advantage of multiple benefits. Your own branded tax software to not only market and sell as you please, but to also build more authority with you and your brand. Think about it would you rather have your tax preparers seeing Crosslink, Taxwise, Drake or Tax Slayer on their computers every day? Or would you rather them see your Company name and logo as your own brand?
Increase your revenue in the off season! One of the little known secrets of a service bureau is the incredible revenue potential you have as it grows.
There are multiple revenue sources that Service Bureaus can tap into within the tax industry. We have seen it all and we see where the opportunity is. To put it simply, Service Bureaus typically generate revenue off of each bank product funded within their Service Bureau.
You may have software currently through a service bureau or have seen a line item in your software for Service Bureau Fees. That is where a service bureau can enter a value that they want to be paid for each bank product that funds from your office.
There are also other options such as Transmission Addon Fees. As a service bureau with your own branded tax software you can also determine what you want to set as an add-on to all of your subsites for an additional revenue source.
TAX SOFTWARE
TAX SOFTWARE TRAINING
TAX EDUCATION
TAX LAW COURSES
PAYROLL SETUP
TECH SUPPORT
BANK REGISTRATION
CLIENT FORMS
EXPERIENCED BUSINESS COACHING
THE BLUEPRINT TO TAX prodigy pro
OFFER TAX LOANS
TAX LAW UPDATES
MARKETING ASSISTANCE
IRS DUE DILIGENCE TRAINING
HOW TO BUILD A MASSIVE TEAM
HOW TO DO LIVE EVENTS
MARKETING TOOLS
BUSINESS TRAINING
WEBSITE DESIGN
LOGO DESIGN
SOCIAL MEDIA TRAINING
BUSINESS AUTOMATION
HOW TO BRAND YOUR BUSINESS
ONE-ON-ONE COACHING
IRS REGISTRATIONE
FIN & PTIN SET UP
HOW TO ATTRACT CLIENTS ONLINE AND OFFLINE
HOW TO ATTRACT OVER 200 CLIENTS
GROUP TRAINING
RECRUITING TRAINING
HOW TO TRAIN YOUR TEAM MEMBER
There are many ways to market your service bureau. However one thing you should definitely stay away from is just being another Tax Software on the market.
With The Tax PRODIGY PRO not only do you get the best software and support in the industry however you get to take advantage of the team behind some of the industry's fastest growing marketing programs as well.
The Tax PRODIGY PRO walks you through everything you need to know to get Infront of tax offices and tax professionals or recruit and bring in new preparers into the industry.
Whether you’re just starting out or have an existing Service Bureau, our 2025 Service Bureau program will help you to learn how to start a tax service bureau business.
OFFLINE MARKETING STRATEGIES
HOW TO START A SUCCESSFUL TAX BUSINESS
BRANDING YOUR BUSINESS STRATEGIES
EFFECTIVE OPERATING SYSTEMS
HOW TO BUILD A TEAM OVER 100 TAX PROFESSIONALS
PLANNING FOR THE SEASON STRATEGIES
HOW TO GROW YOUR BUSINESS TO 6-FIGURES
BUSINESS STRATEGIES
HOW TO CREATE A SUCCESSFUL SERVICE BUREAU BUSINESS
HOW TO BUILD EFFECTIVE SYSTEM AND PROCESS
CONTRACT AND AGREEMENTS
HOW TO BUILD AND TRAIN YOUR TEAM
HOW TO AUTOMATE YOUR BUSINESS
HOW TO EXPAND YOUR SERVICES BUREAU BUSINESS
HOW TO TRAIN YOUR VIRTUAL ASSISTANCE
HOW TO RECRUIT NEW PARTNERS
RECOMMEND TAX COURSES
HOW TO CREATE AN ONLINE UNIVERSITY
HOW TO SET UP YOUR COMPANY PAYROLL
The Tax Prodigy Pro Advanced Software Package is designed for tax professionals who aim to establish their own service bureau business. This package provides guidance on building a brand, creating and managing a team, and developing effective marketing and training strategies. It is tailored to assist tax professionals in establishing a successful service bureau business and building a team of over 2,000 tax professionals.
Kyla Brown is a passionate and experienced leader in the tax industry, dedicated to helping others build successful businesses and create generational wealth. With over seven years of experience, she has not only mastered the art of tax preparation but has also guided and mentored over 1,200 individuals in launching and growing their own tax businesses. Kyla’s journey began with a simple goal, to create financial freedom for herself and others. Through hard work, strategic growth, and a deep commitment to her clients and team, she has built a thriving business that extends beyond tax services. She now empowers new tax professionals through branding, mentorship, and business development, ensuring they have the tools, knowledge, and confidence to succeed.