The Elite Service Bureau Package is built for ambitious tax professionals who are ready to move beyond preparing returns and step into full-scale business ownership. With this package, you’ll learn how to create your own service bureau operation, positioning yourself as a leader in the tax industry.

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This program delivers high-level training on:

Brand Development – establish a recognizable and trusted brand in the marketplace.

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Team Expansion – recruit, train, and manage a network of 2,000+ tax professionals.

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Marketing Mastery – proven strategies to attract new preparers and service bureaus under your organization.

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Leadership Systems – tools for improving performance and building long-term team success.

By the end, you’ll have the knowledge, structure, and support needed to build a thriving service bureau empire.

Requirements: To operate at this level, you must have both a PTIN (Preparer Tax Identification Number) and an EFIN (Electronic Filing Identification Number).