START YOUR TAX SOFTWARE COMPANY

Brand Your Own Tax Software

Set Your Own Fees.

Resell Unlimited Software Licenses

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.!

Start Generating Passive Income With Your Brand Software

Keep 100% of Your Software Sales

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.

Schedule Your Live

Service Bureau

Demo Call Below

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

Unlimited Software Licenses

Brand you own Tax Slayer and/or OLT Pro Tax Software with your Company Logo

Generate Passive Income

Create Passive earning potential by collecting Service Bureau fees or other add on fees with your Tax Software

What's Included In Tax Pilot Service Bureau

Tax Pilot Tax Preparation Business Training

Get Exclusive Access To Live Training And Recorded Training

Service Bureau Buildout

Value: $997

Learn how to actually grow your Service Bureau. Easily create $100,000 from your Underline.

Branded Tax Software

Value: $297

Use Bank Products? Control all Bank Fees and Charge what you want with your Tax Software.

Keep 100% Service Bureau Fees

Value: $197

Wether you need to enroll a ERO or Change/Update Bank application you will have a dedicated Service Bureau Support Team

Dedicated Service Bureau Support Team

Value: $197


Offer other products to create unlimited earning potential for your office

MASTER EFIN

(Service Bureau ID)

Value: $1997


Get FREE access to a professional tax prep software you can use to provide your services

Marketing Template

Value: $2,000


Get access to marketing materials and templates you can customize to promote your own business.

Join Today And You’ll Also Get These Bonuses:

Service Bureau

Training Circle

Get access to the Training Circle where you can learn how to grow your Tax Service Bureau


Service Bureau Operations and System Training

Operate and run your Tax Service Bureau with out automated Service Bureau Systems Training

Unlimited Software Licenses

Get Unlimited Licenses that you can resell to other Tax Preparers and Professionals in the Industry

Industry Training

Get direct support from me and my team as you prepare taxes for your clients within this tax season.

Unlimited Tech Support

You don't need to build out your own Software Tech Support team. We provide tech support for all of your Software members.

No Yearly Renewal Fees

There are no yearly Renewal Fees with Tax Pilot. One Time Pay.

FREQUENTLY ASKED SERVICE BUREAU QUESTIONS

What is a Tax Service Bureau?

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.

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What are the Benefits of becoming a Tax Service Bureau?

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

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What are the Requirements to get started?

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.

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What about my current Software?

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.

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How do I generate Income with my Tax Software?

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.

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What are my Roles and Responsibilities as a Service Bureau?

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.

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Is there Yearly Fees?

There are no yearly fees - once you get enrolled with Tax Pilot you will have your Tax Software + Service Bureau access for a lifetime.

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Tax Preparation VS Service Bureau Model

  • 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)

Plus You'll Also Get These Bonuses:

  • Access to Private Inner Circle (Value: $297)
  • Weekly Live Zoom Coaching Calls (Value: $297)
  • Offer Unlimited Software Licenses (Value: $200)
  • Pre Built Sales Presentation (Value: $397)
  • Marketing Strategies to Increase Volume and Growth (Value: $2597)
  • Offer Tax Slayer and Crosslinks Software (Value: $997)

ACT TODAY AND GET ACCESS