LIVE DEMO CALL
Become The
Service Bureau,
Build Your Army of Tax Preparers & Save Thousands in Hidden Software Fees
Tax Preparers
You have your EFIN and the skills - now it's time to scale! Learn how to recruit, train, and manage a team of tax preparers that will multiply your income and build a lasting business empire.
Step One: Watch This video
Step Two: Schedule A Live Preview
Set aside 30 minutes for a full platform walkthrough and see everything you
get access to with the Tax Pilot Service Bureau Program.
Scale Beyond Yourself
From solo EFIN to tax business empire
Build an Army of Tax Preparers Course
Complete step-by-step training program to build, manage, and scale your tax preparation team
Module 1: Introduction
Foundation principles for building a successful tax preparation team and understanding the business model.
Module 2: Creating Your Irresistible Offer
Develop compelling value propositions that attract top talent to join your tax preparation team.
Module 3: The Recruitment Process
Complete 18-hour Continuing Education course to meet your annual requirements and stay compliant.
Module 4: Preparer Onboarding
Professional support system to get help when you need it, ensuring you're never stuck or alone.
Module 5: Operations & Sales Strategies
Regular live coaching calls with experienced professionals to answer questions and provide guidance.
Module 6: Level Up - The Amateurs vs The Pros
Advanced strategies that separate professional operations from amateur attempts at team building.
Bonus Resources Included
Pre-made Unbranded Checklists
Ready-to-use checklists for every aspect of your operation, from client intake to team management.
Onboarding & Welcome Email Templates
Professional email templates for welcoming new team members and clients to your business.
Complete Service Bureau Solution & Team Building Tools
Everything you need to run a professional Service Bureau business and build a
successful team of preparers
Tax Pilot Service Bureau Launch
We make it easy to get started. From software branding to training access and banking setup — your Service Bureau can be up and running in as little as 7–10 business days.
White Label Tax Software
Rebrand top-tier tax software like TaxSlayer or OLT Pro under your own name and business. No tech skills needed — we provide a turnkey system ready to launch.
Unlimited Reseller Licenses
There's no cap on growth. Add and manage as many offices under your service bureau as you want — at no extra cost.
Keep 100% Software Sales
You set your own Software License price and keep 100% of what you charge for your Software Licenses. Control your pricing, increase your margins, and scale your income.
Offer Branded Mobile Apps
Custom-branded mobile application for your tax business, allowing clients to access their information and communicate with you directly.
Keep 100% Service Bureau Fees
You set your own Service Bureau Fees and keep 100% of the backend profits. Control your pricing, increase your margins, and scale your income.
Enroll EFIN's with Bank Products
With Tax Pilot, you can easily submit and manage all bank applications directly from your portal. Offer your offices refund advances, prepaid debit cards, and check printing services to their clients.
Service Bureau Software Training
Master every feature of your branded tax software with comprehensive training from setup to advanced tools.
Service Bureau Industry Training
Access to extensive service industry training materials, resources, and step-by-step guides to enhance your skills and knowledge.
Built-In Software Support Team
Our dedicated support team handles all tech issues for your preparers, so you can focus on growing your business.
Tax Pilot Monthly Coaching Calls
Complete training program to build and manage your army of tax preparers, from recruitment to operations and scaling your business.
No Software, No Renewal Fees
Say goodbye to expensive annual renewal fees. As the Service Bureau owner, you don't pay for software licenses — you sell them.
Save Thousand's In Backend Software Frees when using Bank Products for Your Tax Business.
Free CRM Access to manage Marketing, Sales and On Boarding
Learn proven strategies to attract and retain customers, building a thriving tax preparation practice
EFIN/PTIN Enrollment Form
Professional client intake systems and processes to streamline customer onboarding and service delivery.
Sales Pipeline
Learn how to create compelling offers and promotions that attract new customers to your services.
On Boarding Pipeline
Proven referral strategies that can multiply your customer base through word-of-mouth marketing.
Software Agreements & Invoicing
Effective strategies to re-engage previous year customers and ensure they return for ongoing services.
Non Brand TrainingCourses for your members
Step-by-step guide to creating referral programs that incentivize customers to bring you new business.
Facebook Add Campaigns
Run pre created facebook ads directly from your CRM. Bring software leads directly to your front door.
Why Tax Pilot Service Bureau?
Launch your tax preparation career with professional support and training
Join an established tax preparation network
Professional tools and software included
Continuous education and skill development
Comprehensive training and ongoing support
Multiple revenue streams available
Marketing and customer acquisition training
From Beginner to Funding 1500 Bank Products
"Hey RAY!
Just wanted to drop this quick praise report because I finally had a moment to sit still and really look at the numbers — and WOW.
Last year was my first official year running a service bureau. I started off with 4 offices and ended up with 6 EROs. That year, we paid out $472,000 in total tax preparation fees.
Fast forward to this year — 16 EROs later — my service bureau has officially paid out over $1.8 million in prep fees!
The growth is unreal. Between the mentorship program and the service bureau model, I’m seeing the vision so much clearer now — and I just want to thank y’all for pushing me, guiding me, and giving me the tools to lead and scale like this.
- Tanya Ward -TWA TAX SOFTWARE
Ready to Start Your Own Tax Service Bureau?
Join our comprehensive service bureau program and get the training, tools, and support you need to build a successful career building teams and selling Tax Software. The 2025 tax season is coming - start your journey today!