Platinum (Service Bureau)

Platinum (Service Bureau) Service Bureau Package is built exclusively for leaders who are ready to scale fast and operate with full control of their business. With this package, you can: Keep 100% of your tax preparation fees Keep 100% of your transmitter fees Keep 100% of your document preparation fees Keep 100% of your e-file fees Keep 100% of your Service Bureau fees Keep 100% of your audit fees Bring on unlimited partners Bring on unlimited Service Bureaus Add your logo directly onto the software Build a full organization of: PTIN Partners EFIN Partners Reseller Partners Service Bureau Partners This package is designed to help you: Build a large Service Bureau organization Create multiple revenue streams Develop leadership and recruiting systems Scale your business with structure and automation Maintain compliance and operational growth You will also receive: Ongoing operational support Marketing guidance Recruiting systems Team development strategies ERO Support Team access Requirements: PTIN Required EFIN Required The ERO Support Team will assist you with the PTIN and EFIN application process to help you get started successfully and efficiently

100% Revenue Share

EFIN Required

PTIN Required

This Amazing Offer Includes:

  • Professional Tax Software

  • The Blueprint to building a tax company

  • Software Training

  • Custom Business Name

  • Tech Support

  • IRS Registration

  • Offer Tax Loans

  • Full ERO Support Team

  • Support Group

  • Custom Marketing Material

  • Bank Registration

  • Client Forms

  • Tax Law Updates

  • Experienced Business Coach

  • Weekly Check-ins

  • Business Payroll Setup

  • PTIN Registration Assistance

Where To Start?

4 STEPS TO GET STARTED :

Step 1
Get access to our training and community to start building your business.
Step 2
Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 3
Sign your service agreement to activate your account.
Step 4
Make your payment to secure your package.

CONTACT US

734-575-5001

Monday-Friday: 9am-5pm

Saturday: 10am-2pm

Sunday: Closed

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