Service Bureau Start-Up

Stop preparing returns one at a time. Own the software other offices file on.

White-label the TaxCred Plus platform, put your own company name, logo and URL on it, and onboard your own tax offices and preparers.

$2,997

One-time start-up.

See if you qualify Talk to someone first

Six questions, about two minutes. No cost and no obligation.

This is the operator-level offer

A partner package puts you in business filing returns. A service bureau puts you in business behind other people filing returns — your brand on the software, your offices underneath you.

Your brand, not ours

The platform carries your company name, your logo and your URL. Your offices see your business, not TaxCred Plus.

Your own Master EFIN

We walk you through what the IRS requires and how to apply. exactly what support is included here — we cannot file the application for you.

Your own offices

Build, onboard and support your own tax offices and preparers inside the platform. office and seat limits.

What the start-up includes

  • White-label software setup under your company name, logo and URL
  • Master EFIN guidance — what to apply for, what the IRS asks for, and in what order
  • Service bureau training — how to run the back office, set fees and support your offices
  • Marketing support to recruit and onboard your own offices
  • Onboarding for your offices and preparers
  • Ongoing support

What you pay beyond the start-up. The current fees are a service bureau fee of $69 per return and a software fee of $45 per month.

Pricing may decrease based on volume. As your office and return volume increases, service bureau and/or software fees may be reduced.

How it works

  1. Answer six questions So we know whether a service bureau is the right move for you, or whether a partner package is.
  2. Short call We go through your situation, your EFIN status and what you want to build.
  3. Enroll Start-up is $2,997.
  4. Agreement You sign the service bureau agreement.
  5. Build and brand We set the platform up under your name, logo and URL.
  6. Training and activation You are trained, your offices are onboarded, and you go live.

Who this is for — and who it is not

A good fit if

  • You already run a tax office and want to sit above it
  • You want your own branded software business, not just more returns
  • You are willing to recruit, onboard and support other preparers
  • You either hold a Master EFIN or are prepared to obtain one

Not a fit if

  • You want to file your own clients’ returns and nothing more — that is a partner package, from $297
  • You want someone else to recruit your offices for you
  • You want a guaranteed income — we do not make income claims, and neither should anyone selling you a tax business

Questions people ask first

Do I need my own EFIN to start?

A service bureau operates on a Master EFIN. If you do not hold one yet we walk you through what the IRS requires. whether enrollment can begin before the EFIN is issued.

How is this different from the Pro Partner package?

Pro Partner at $1,597 puts your own office on the software and lets you keep 100% of your preparation fee. The Service Bureau Start-Up puts your brand on the software itself and lets you onboard other offices underneath you.

How long before I am live?

We go through build and activation timing with you on your call.

What will I earn?

We do not publish earnings figures and we will not quote you one. What you make depends on how many offices you recruit, what you charge them and how well you support them. Anyone who promises you a number is not being straight with you.

Is this the same as TaxCred Plus preparing my taxes?

No. TaxCred Plus also prepares individual and business returns directly for clients. That is a separate service and has nothing to do with this offer.

Can I switch to a partner package instead?

Yes — take the six questions and we will tell you honestly which one fits.

Find out whether this is your move

Six questions about your EFIN, your volume and what you are trying to build. We will tell you if a partner package is the better fit.

See if you qualify Look at partner packages instead

No cost, and no obligation to enroll.

Privacy Policy Terms and Conditions Contact

The TaxCred Plus Service Bureau Start-Up is a business-to-business software, training and support offering. It is not an employment or franchise opportunity and no level of income or revenue is represented or guaranteed.