Why not just brand your Tax Software and use it for your own Tax Business and unlock unlimited Licenses to help you grow your existing business and increase your revenue.!
Tax Pilot Service Bureau Program comes with tools to grow and manage a Service Bureau and make passive income without filing one tax return.
Tax Pilot Service Bureau Dashboard
Your Branded Tax Software
Service Bureau Training Library
And More.
Benefits Of Becoming A Service Bureau
Branded Tax Software
You will have your own Branded Version of Tax Slayer or OLT Pro. You Can see this software to other Tax Preparers in the Industry
Brand you own Tax Slayer and/or OLT Pro Tax Software with your Company Logo
Create Passive earning potential by collecting Service Bureau fees or other add on fees with your Tax Software
Get Exclusive Access To Live Training And Recorded Training
Learn how to actually grow your Service Bureau. Easily create $100,000 from your Underline.
Use Bank Products? Control all Bank Fees and Charge what you want with your Tax Software.
Wether you need to enroll a ERO or Change/Update Bank application you will have a dedicated Service Bureau Support Team
Offer other products to create unlimited earning potential for your office
(Service Bureau ID)
Get FREE access to a professional tax prep software you can use to provide your services
Get access to marketing materials and templates you can customize to promote your own business.
Service Bureau
Training Circle
Get access to the Training Circle where you can learn how to grow your Tax Service Bureau
Operate and run your Tax Service Bureau with out automated Service Bureau Systems Training
Get Unlimited Licenses that you can resell to other Tax Preparers and Professionals in the Industry
Get direct support from me and my team as you prepare taxes for your clients within this tax season.
You don't need to build out your own Software Tech Support team. We provide tech support for all of your Software members.
There are no yearly Renewal Fees with Tax Pilot. One Time Pay.
A Tax Service Bureau is someone that sells tax software to tax offices and tax professionals in the tax preparation industry.
Unlike tax preparers, who are responsible for preparing and filing tax returns on behalf of clients, service bureaus do not have the same level of liability.
They simply sell tax software to anyone at any price, which makes them an interesting part of the tax industry. You can still use your Software to file Returns, you just have access to unlimited Reseller Licenses.
There are many benefits of becoming a Tax Service Bureau.
Software Benefits
No Software Yearly Renewal Fees
Control your Software Bank End Fees
Keep 100 % Of your Service Bureau Fees
Keep 100 % of Software Sales
Brand Your Software
Generate Passive Income
Tax Pilot Benefits
In house Software Tech Support Team
Account Executive
Unlimited Reseller Licenses
Unlimited Software Training For Your Members
Sales + Marketing Training
Monthly Coaching Calls
No Need to Reinvent the wheel.
Industry Benefits
No more client headache
No more dealing with Quote shoppers
Reduce IRS Tax Liability
Grow Your Business Faster
Create Passive income without filing a Single Tax Return
Tax Pilot doesn't have min requirements for you to become your own Tax Software. NO EFIN is required, but if you plan on submitting returns then you will need a EFIN to work under.
Once you become a Service Bureau, you essentially have your own tax software company. You can use your branded software to file taxes and set up your tax office under your Service Bureau. If you are transitioning from another Service Bureau, the Tax Pilot support team will assist in transferring your EFIN and clients to ensure a seamless transition.
Generating income as a tax service bureau is crucial to the success of your business.
As a service bureau, you have two main ways of generating income: selling tax software to other tax professionals and collecting service bureau fees added to bank products funded through your software.
You will learn how to create Software Packages that allow you to package value into your Software sales. Ex: Software Direct Only Package, Business In A Box, Mentorship, Tax Academy, Team Building.
Remember, the tax software is your product, so you will always be the first line of support for it. Ensure that your members are properly set up and ready to use the software.
This includes sending out software logins and preparing them for the upcoming filing season. Tax Pilot provides technical support for both you and your members, ensuring everyone has the assistance they need.
There are no yearly fees - once you get enrolled with Tax Pilot you will have your Tax Software + Service Bureau access for a lifetime.
Service Bureau Set Up (Value: $297)
Concrete Service Bureau Training (Value $297)
Dedicated Service Bureau Support Team (Value: $197)
Private Facebook Group (Value: $197)
Web-Based Tax Preparation Software (Value: $1997)
Service Bureau Marketing Training (Value: $2,000)
Life Time License Program (Value: $97)
Create Unlimited Sub Offices (Value: $979)
ACT TODAY AND GET ACCESS