Service Bureau Program

Become a Service Bureau

Create Multiple Revenue Streams While Helping Other Tax Preparers Grow.

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REVENUE STREAMS

Seven ways you earn — all year long.

Tax Software Sales

KEEP 100%

YEAR-ROUND

Every license you sell is 100% yours. No franchise fees. No upline.

Service Bureau Fee

Add Up To $200

Per Bank-Funded Return

Set your own SB fee, collected before the preparer or taxpayer is paid out.

Transmitter Fees

$17 Base

Add Up To $318

Collect the base transmitter fee plus add-ons on every transmission.

Annual Renewal Fees

KEEP 100%

YEAR-ROUND

Recurring renewal income from every preparer on your platform — every season.

Prep Fee Revenue Share

Earn a Percentage

Per Return

Earn a percentage of tax prep fees generated by tax preparers under your EFIN.

Volume Incentives

Up to $18

Per Funded Bank Product

Tiered post-season incentives that scale with your bureau's funded bank product volume.

TRY IT RISK FREE

Additional Add-Ons

Maximize Revenue & Keep 100% of Eligible Add-on Products

Income potential

The More Returns You Process,

The More Revenue You Generate

Why choose S&E

Benefits of becoming a Service Bureau

This is a Paragraph FoYou're Not Doing This Alone. We Help You Launch, Grow & Scale Your Service Bureau Every Step of the Waynt

Dedicated account executive

Work 1-on-1 with an AE who guides you through setup, onboarding, and scaling

White Label System

Rebrand TaxSlayer Pro or OLT Pro under your own name. No tech skills needed

No Renewal Fees

Rebrand TaxSlayer Pro or OLT Pro under your own name. No tech skills needed

Keep 100% of SB Fees

Set your own Service Bureau fees and keep 100% of backend profits.

Volume Based Incentives

Tiered rebates, bonuses, and reseller perks that scale as your bureau grows. The more your network produces, the more you earn back.

Unlimited Resellers

No cap on growth. Add and manage as many preparers as you want — at no extra cost.

Quick Company Setup

From branding to training to banking — your Service Bureau is live in as little as 7–10 business days.

Built-In Support Team

Tiered rebates, bonuses, and reseller perks that scale as your bureau grows. The more your network produces, the more you earn back.

Industry Training

Learn to position your brand, recruit EFIN holders, and maximize earnings as an SB owner.

Software Training

Master every feature of your branded software — from setup to advanced tools — with comprehensive training.

Volume incentive tiers

Higher volume. Higher incentives.

Volume incentives pay out post-season — pure profit on top of every other revenue stream. The bigger your network, the bigger your check.

  • Paid after the tax season closes

  • Stacks on top of SB, transmitter, and prep fees

  • Confirmed in your Service Bureau agreement

How it works

Three simple steps to launch your tax software empire.

01

Brand Your Software

Customize the platform with your logo, colors, and branding. Launch a professional tax software solution that represents your business identity.

02

Build Your Network

Recruit and onboard tax professionals as your resellers. Create software access, enroll members into bank products, and grow your Service Bureau.

03

Earn Revenue

Generate income from software license sales and Service Bureau fees on every funded bank product return processed through your platform.

S&E Tax Solutions

Success & Empowerment.

Everything you need to launch, grow, and scale your tax business

— software, CRM, AI tools, virtual assistants, and

Service Bureau opportunities

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