Choosing the Right Service Bureau Provider For Your Business

A Tax (Service Bureau) is a company that partners with independent tax professionals, EROs (Electronic Return Originators) to provide them with the tools and support needed to run a profitable tax business. Instead of going directly through the IRS or expensive software providers, tax pros can work with a service bureau to get:

1.  Affordable Tax Software – access to professional-grade tax preparation software at discounted rates.
2.  Bank Product Enrollment – connections with tax banks to offer refund transfers, advances, and other financial products to clients.
3.  E-Filing Support – guidance on electronic filing processes and compliance.
4. Training & Mentorship – education for new preparers, including tax law updates, best practices, and marketing strategies.
5.  Back-End Support – assistance with setup, troubleshooting and growing the tax business.