What Is a Service Bureau?
💼 Service Bureau (Tax Industry)
A Tax Service Bureau is the next level of business ownership in the tax industry.
Instead of just preparing returns for clients, a Service Bureau owns and distributes professional tax software to other preparers and tax offices - giving you the power to operate like a mini software company inside the industry.
Unlike tax preparers, Service Bureaus don’t carry the same liability for client returns. You’re not the one filing taxes - you’re providing the technology, tools, and support that make it possible.
In other words, you sell the software that tax professionals use to serve their clients - under your own brand and at your own price.
Why Become a Service Bureau?
Becoming a Service Bureau opens the door to unlimited earning potential and long-term growth.
You can generate revenue through:
- 💻 Software sales — reselling tax software under your own company name
- 🏦 Bank product fees — earning additional income from funded returns
- 🔁 Service bureau fees and support packages — creating multiple income streams year-round
And the best part? You can do it all while keeping reduced liability compared to a preparer - because you’re selling software, not signing returns.
As a Service Bureau, You Can:
- ✅ Receive your Master EFIN
- ✅ Resell or distribute software under your own brand
- ✅ Build a network of preparers and EROs who file under your umbrella
- ✅ Earn multiple income streams through software, bank fees, and support
- ✅ Focus on growth while we handle the back-end systems, updates, and compliance
At Diversify Tax Systems
We give you everything you need to rise from Preparer → ERO → Service Bureau CEO — including the software, training, and infrastructure to run your business like a pro.
Diversify Tax Systems is where tax professionals become business owners - mastering their EFIN, building their brand, and expanding their legacy.
The Service Bureau Model
1️⃣ You own your brand
2️⃣ You recruit or train tax preparers
2️⃣ You recruit or train tax preparers
We handle the back-office tech, software, and systems - so you can focus on building your brand and your business.
2️⃣ You recruit or train tax preparers
2️⃣ You recruit or train tax preparers
2️⃣ You recruit or train tax preparers
We help you recruit, train, and onboard preparers under your Service Bureau brand.
3️⃣ You earn recurring revenue
2️⃣ You recruit or train tax preparers
3️⃣ You earn recurring revenue
Each return, software package, and add-on you sell generates recurring revenue for your business - turning your tax season into year-round income.
4️⃣ You get ongoing support
2️⃣ You recruit or train tax preparers
3️⃣ You earn recurring revenue
From marketing templates to tax-season coaching, we’re here every step of the way - you’re never alone.