Provide software, support, and structure to other tax professionals.
Watch Tax Processors Plus explain where Service Bureau revenue can come from, how the model works, and what needs to be in place.
Free on-demand training. No registration required.
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Answer four short questions to find the part of the Service Bureau model most relevant to your setup today.
This guide is a planning aid, not a promise of revenue. Your answers stay on this page.
Question 1 of 4
Review the four questions and the starting points below to decide what to explore in the training.
Your biggest opportunity is understanding how a Service Bureau changes the economics of the software and tax knowledge you already use in your own business.
You already have multiple people or production points in the business. The opportunity is understanding how office relationships, software, and activity can create another revenue layer around that operation.
Other tax professionals already rely on you. The opportunity is putting a real software, support, and revenue structure around value you may already be providing informally.
You already have the model in motion. Your opportunity is evaluating whether the current economics, support, tools, control, and growth structure are working as well as they should.
Explore the math with your own assumptions. This example starts with 200 funded bank product returns and a $50 fee per funded return.
Illustrative gross fee revenue
200 funded returns × $50 per funded return.
Before costs or revenue sharing. Your agreement, eligible funded activity, and actual results determine revenue. This illustration is not an income guarantee.
See how the model worksLook at the software you use, the tax pros who trust you, the offices you support, and the activity moving through your setup.
Tax software is already part of your business. A Service Bureau changes the economics when you begin providing that software and the setup around it to other tax professionals.
If preparers already come to you for software, setup, troubleshooting, or business guidance, there may already be value in the relationship that has never been structured as revenue.
Depending on the software and bank-product setup, supported offices can create Service Bureau fee revenue tied to funded activity flowing through the system.
Your own production can remain an important part of the business. A Service Bureau adds another layer around software, support, and the office relationships you build.
This is the core tax-preparation model: your office serves taxpayers, produces returns, and earns from the clients and activity inside that operation.
Revenue originates within the operation you directly manage.
The training explains how software, support, Service Bureau fees, and supported-office activity can work together.
Each supported office can become part of a broader Service Bureau revenue model.
Knowing where revenue can come from is one thing. Building the setup that supports it is another. TPP provides software, support, and tools to help other tax pros work through your structure.
Give other tax pros a place to work instead of sending them somewhere else.
You are not trying to figure out the Service Bureau model alone.
Tools and options built for tax pros who want to support more people.
New to the model or already supporting offices? Start with the questions that fit your situation.
Talk with our teamNo. This is for tax pros who want to understand the model, whether you are brand new or already doing it.
No. Software is the foundation, but the revenue model also depends on how offices are onboarded, supported, organized, and connected to your Service Bureau structure.
No. Service Bureau revenue is built around the tax professionals and offices you support, the software relationship, and the activity that moves through the setup.
Then this can help you compare what you have now and see if you have the support, tools, and control you need to grow.
Whether you are preparing returns, managing a tax office, or building a Service Bureau, Tax Processors Plus gives you the software, systems, and support to operate with more control.
Talk with our team about where you are now and what kind of tax business you are trying to build.
Explore package options built for tax pros who need software, support, and tools for growth.
See how the right package can help you support preparers, manage offices, and build a stronger backend.
Not sure which path fits your office? Reach out and we will help you understand what makes the most sense.