Start Your Own Tax Office With Full Service Bureau and ERO Setup
Get your PTIN, EFIN, tax software, onboarding, and business systems handled for you.
Start Your Own Tax Office With Full Service Bureau and ERO Setup
Get your PTIN, EFIN, tax software, onboarding, and business systems handled for you.
Everything you need to operate a
tax office from day one.
Get Started for Free Today!
Starting a tax business does not have to be complicated. I handle the setup,
paperwork, and systems so you can focus on bringing in clients and earning.
PTIN application guidance
EFIN registration and support
Bank product onboarding
Professional tax software setup
Compliance and document checklist
Business structure guidance
Training for you or your team
Full season support
This is a done-for-you launch system built to get you operating fast.
Who This Is For
Start your own tax preparation business
Build a team and operate as a Service Bureau
Add tax preparation to your existing business
Scale beyond solo preparer income
Train multiple preparers under your brand
Earn additional revenue from bank products and fees
If you want to enter the tax industry the right way, this is where you start.
Why Work With Me
You’re not just paying for forms and setup. You’re getting a partner who guides you through every stage until you’re operational.
You get:
Clear steps
Constant communication
Paperwork handled
Real support all season
Training that keeps you confident
A professional system you can grow with
How the Setup Works
Fill out the onboarding form
We complete PTIN + EFIN setup
Your tax software is installed and customized
Bank products and fee setup
Training session
You start onboarding clients or preparers
You can be fully operational in days, not months.
Service Bureau Benefits
When you choose the Service Bureau route, you unlock
more revenue streams
Prep fees from your own clients
Fees from preparers under you
Software licensing
Bank Product Add-ons
Your own mentorship packages
Ongoing Support
You are not just opening a tax office. You are building a system that grows.
Testimonials
George Owens
Uneeda helped me become an ERO when I had no idea where to start. She walked me through everything.
Max Tanner
My tax office was operational in days. The setup was simple and the support was real.
Billy Jackson
Becoming a Service Bureau changed everything for me. I started earning from multiple preparers.
Frequently Asked Questions
Question 1: How long does ERO approval take?
IRS timing varies, but setup is usually completed quickly once documents are submitted.
Question 2: Do I need prior experience?
No. Many successful tax pros start with zero experience
Question 3: Can you train my team?
Yes. Training and onboarding support are included.
Get Started for Free Today!
Your PTIN, EFIN, software, and full setup are just one step away.
