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Who This Package Is For:

This Exclusive Partnership Is For Tax Professionals Who Are Ready To:
✔ Own And Brand Their Own Tax Software Company
✔ Build And Manage A Team Of EROs And Tax Preparers
✔ Operate With Full Control Over Fees, Systems, And Branding
✔ Create 7+ Income Streams Through Licensing, Fees, And Volume Incentives
✔ Be Hands-On And Actively Involved In Their Business Success
✔ Scale Beyond Being A Preparer—Become A CEO

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Service Bureau Mastery Partnership (EFIN Required)

Build & Run Your Own Tax Software Company – Like a CEO

Best for: Ambitious tax professionals ready to own, operate, and scale their own branded tax software business with unlimited earning potential.

The Service Bureau Mastery Partnership is not just a tax prep package—it's a full business ownership opportunity for those who are serious about becoming industry leaders. With this package, you won’t just file taxes—you’ll own and operate your own tax software company, complete with reseller rights, unlimited licenses, and full control over your operations, fees, and team.

Perfect for those looking to generate multiple income streams, this program is designed to help you build a multi-six-figure tax business and create long-term, sustainable success.

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What’s Included:

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  • Custom-Branded Tax Software (TaxSlayer)
    Launch your own branded tax software platform—logo included if you don’t already have one. This is your company, your brand, your rules.

  • Unlimited ERO Licenses
    Recruit and manage as many preparers and sub-offices as you'd like. Scale without limitations and build your network under your software.

  • Full Reseller Rights
    You own the licensing power. Set up and sell access to your software, charge your own backend fees, and keep 100% of the profit.

  • Branded Mobile App for Sub-Sites
    Offer a fully mobile experience with a custom-branded app that makes tax filing easy and professional for clients and team members alike.

  • Training: How to Build a Multi-Six-Figure Tax Software Company
    Get expert-level training on how to recruit, scale, structure deals, set backend fees, and run your company like a real CEO.

  • Weekly Mentorship Sessions (Leadership & Software Business Focus)
    Learn how to lead your team, manage support, price your services, and maintain high performance across your service bureau.

  • Daily Direct Bank Payments
    Receive your backend earnings daily—directly from the bank. No waiting on payouts.

  • Bank Integrations 
    Offer your network refund transfers, prepaid cards, and advance loans through trusted industry banks.

  • Year-Round Technical Support
    Reliable, expert support to assist with both your software and your sub-sites whenever needed.

  • Volume Rebates (Paid in July)
    Earn rebate bonuses based on your funded bank product volume—another stream of passive income.

  • Set Your Own Backend Fees
    You control pricing at every level—maximize profitability on your terms.

  • No Annual Renewal Fees
    Maintain your software license at no cost with 300+ funded bank products across your bureau.

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Phone: 256-701-4438 

Hours: M,W,Th,F 9am-3pm CST

Closed Tuesdays, Saturdays, & Sundays

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3113 Ivy Ave Ste S Huntsville, AL 

On the corner of Ivy and Triana Blvd

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