How to Become a Tax Service Bureau

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Starting your tax prep business is easier and more affordable than you think, especially when you're a member of The Pride.

Are you a tax preparer or entrepreneur looking to expand your horizons and elevate your tax business to new heights? Becoming a Tax Service Bureau could be the strategic move you’ve been searching for. 

‘What’s a Tax Service Bureau?’ you may ask. Or ‘how to become a tax service bureau’? Or even ‘how much does it cost?’ and ‘what are the legal requirements?’. Keep reading and we’ll make sure all of your questions are answered.

With Taxx Savage’s innovative software solution, you can white label their software to offer a range of services and create an additional income stream for your tax business. 

What Is a Tax Service Bureau?

A Tax Service Bureau is basically a reseller that operates as a comprehensive platform offering a variety of tax-related services to their clients. By taking advantage of Taxx Savage’s white label software, you can transform your tax business into a one-stop shop for tax preparation, planning, financial consulting, and more. This concept allows you to cater to a broader range of client needs while boosting your revenue potential.

Breaking it down even further, most tax software resellers are not just a place for all tax preparers needs but a reseller of tax preparation software to other businesses! So you will not only serve tax preparers with an EFIN, but baby tax preparers holding a PTIN as well. Exciting stuff, right?  

What is PTIN, you ask? PTIN stands for Preparer Tax Identification Number. It’s a unique number that the IRS issues to tax return preparers for identification and security purposes. If you’re a tax preparer, having a PTIN is essential for filing tax returns on behalf of your clients.

How to Become a Tax Service Bureau

Who Should Consider Becoming a Tax Service Bureau?

🗸 If you are looking for more than just the daily grind of preparing taxes during the tax season.

🗸 If you are looking to invest in a business that is ‘as sure as death and taxes’. Even if you have no experience in the tax world.

🗸 If you’re in insurance, accounting, banking, credit repair, or another financial adjacent business already.

🗸 If you’re looking to diversify your tax preparation business to have income all year.

Tax preparers and entrepreneurs who are looking to expand their service offerings and create additional income streams should consider becoming a Tax Service Bureau. This strategic move allows you to tap into a wider client base and differentiate your brand from traditional tax preparers.

How to Become a Tax Service Bureau in 7 Steps:

1. Understanding the Tax Service Bureau Concept

Familiarize yourself with the comprehensive range of tax-related services that a Tax Service Bureau provides. This step is crucial to positioning your business as a holistic solution for clients’ financial needs. 

2. Embrace the White Label Solution

Utilize Taxx Savage’s white label software to brand the software as your own. This maintains the software’s functionality while enhancing your brand identity in the market.

3. Expand Your Services 

With the white label software in place, broaden your service offerings to encompass tax planning, business consulting, retirement planning, and more. This diversification enhances your value proposition.

4. Create New Income Streams

Introduce value-added services such as consultations, credit repair, notary, financial planning, or specialized tax services. This not only increases revenue but also establishes you as a trusted advisor to your clients. But the biggest and most important focus should be on bringing in other tax software professionals to work with you as partners.

5. Enhanced Client Engagement 

Utilize Taxx Savage’s software to streamline client communication, document sharing, and real-time updates on tax status. Strengthened client relationships contribute to overall satisfaction.

6. Differentiate Your Brand 

Stand out in a competitive market by offering a comprehensive suite of services. The Tax Service Bureau model demonstrates your commitment to holistic financial well-being, setting you apart.

7. Growing Your Business 

As your reputation grows, attract more tax professionals and entrepreneurs to join your Tax Service Bureau network. This fosters a supportive community while expanding your business reach.

How Much Does It Cost to Become a Tax Service Bureau?

The costs associated with becoming a Tax Service Bureau can vary depending on factors such as software integration, marketing, and additional staff. It’s important to budget for software licensing, branding efforts, and any necessary personnel. 

However if you join with Taxx Savage as a service bureau, this can significantly reduce your start-up costs since they pay the bulk of required fees. You just need to bring your EFIN and an entrepreneurial mindset.

Costs to Become a Tax Service Bureau

What Licenses or Credentials Are Required to Open a Tax Service Bureau?

The specific licenses and credentials required to open a Tax Software Reseller can vary based on your location and the services you intend to offer. Usually, you will need a business license and at least an EFIN, however using Taxx Savage’s platform the EFIN license is not always needed. We offer EFIN assistance to our clients. If you plan to offer additional services such as financial consultations or tax planning services it’s a good idea to have someone on staff with advanced certifications which also can be achieved through Taxx Academy. But the actual business owner does not require anything further than a business license at the local or state level.

Conclusion

Now that we’ve answered most of your questions, especially ‘how to become a tax service bureau’, let us know if you’re interested in joining the big leagues!

Becoming a Tax Service Bureau with Taxx Savage’s white label software, including the innovative EFIN sharing program, is a strategic move that can revolutionize your tax business. By offering a diverse range of services and creating new income streams, you’ll be well on your way to achieving a six-seven-figure firm while delivering unparalleled value to your clients.

Ready to diversify your tax business and embark on this exciting journey? Contact Taxx Savage today to explore how our white label software can transform your tax preparation business into a thriving Tax Service Bureau program. Whether you’re an established tax preparation software professionals or an entrepreneur entering the industry, becoming a Tax Service Bureau could be your path to sustained growth and success.

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Recent Testimonials

Jen Lockwood – 04/02/2024

" This company is amazing to work with during the tax season. They were always available and prompt when responding to questions or issues that needed further assistance. Also, I was always paid within 2-3 days after the client's taxes deposited into their bank account. The pricing for services to use bank products are reasonably priced and allowed me to get my preparer fee taken directly out of the clients refund. I would definitely recommend Tax Savage to any preparer that wants to succeed in the tax business and needs access software via a reliable company!! "

Jiniah Jones – 03/25/2024

"My experience with Taxx Savage has been amazing! Any question or concern I have had I always got an answer right then and there! If it was something that needed to be researched the Team will get back ASAP with your answers. This has been the best experience I have had with a Tax team and I will continue to use them for many years to come! If you are thinking about joining, DO IT ! You will be very satisfied with the team and experience!"

Brian Koehler – 03/15/2024

” Amazing company to do business with. Their support team is excellent and is there for you always. We had a small hiccup with a payment that never made it to me from the return I did and they resolved it very quickly and effortlessly and didn’t make me wait longer than it’s already been. I will forever recommend this company. Amazing staff. “

Sondra Baylor – 02/20/2024

I don’t even know where to start! It didn’t take me long to figure out that this is the business that I wanted to business with. Working for other people filing taxes and getting clients, but not seeing any revenue from it was getting old. The fact that I get to SEE ALL THE REVENUE from filing taxes was all I needed to hear. They even sent me a demo to see how the software worked! FOR FREE!!! I worked with Beverly and she was absolutely AMAZING! Taxx Savage wants you to succeed. I absolutely love it. I do recommend this software and working with them to build your own business!

Timothy Conroy – 12/01/2023

"Beverly was very kind and polite and very motivating and gave me a better understanding of what starting a tax preparing business consists of and the necessary requirements that need to be done and the experience that is required"

Mike Hayes – 3/31/2023

"The software is very versatile. The customer support is first rate. Ms Beverly Newton will not stop until your issue is resolved completely. Outstanding support!"

Ty Farrow – 10/25/2023

"This company is a Godsend. I am excited about the future and taking my company to the next level."

Brandy House – 10/23/2023

" I reached out on the chat to get a question answered but I got a phone call Beverly took her time to explain to me what was needed and what direction I could go. She gave me a wealth of knowledge, this company actually cares about the people they take on and help you to the next level. She was sure to inform me that since this was my first year of the steps I should take. I didn’t feel pressured and this conversation was so genuine. I was super excited and impressed that I haven’t stop putting things in motion. I will be forever grateful. "
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