7 Things Your Service Bureau Should have taught you

Signed up with a service bureau and still felt lost during tax season? You’re not alone — and this guide is your wake-up call.

In this straight-to-the-point eBook, you'll uncover the 7 things every tax professional should know before choosing a service bureau. Whether your brand new or you’ve been burned by empty promises, this resource gives you clarity, confidence, and a checklist for your next move.

📖 What You'll Learn:

• What a real service bureau is supposed to provide
• The truth about backend fees (and how to keep more of your money)
• What no one tells you about EFINs, PTINs, and bank products
• Why mentorship matters — and how to spot real support
• The forms, systems, and structure you actually need
• How to build a brand instead of just doing returns