What Is a Service Bureau?
Most people in the tax industry have heard of EROs and tax offices—but very few understand the real power behind becoming a Service Bureau. It’s one of the best-kept secrets in the tax business.
At its core, a Service Bureau is a firm that provides professional tax software to other tax offices and preparers. But when done right, it’s much more than that—it’s a brand-building and revenue-generating business model that can completely transform how you grow in the industry.
Instead of being just another reseller, your goal is to build your own brand—your own software identity—with a unique value proposition that sets you apart from everyone else in the market.
Why Become a Service Bureau with SunTax Pro?
As a Service Bureau under the SunTax Pro network,
you’ll unlock opportunities that most tax pros never even realize exist.
🧩 1. Brand Your Own Software
Your tax preparers won’t be logging into Crosslink, Drake, or TaxSlayer—they’ll be logging into your own branded software, complete with your company name and logo. It’s your system, your brand, and your presence on every return.
💰 2. Earn Year-Round Income
Tax season shouldn’t be the only time you make money. As a Service Bureau, you earn residual income from every sub-license, every bank product, and every funded return under your network. Your income potential scales with your influence—not the number of returns you personally file.
🔗 3. Leverage Your Network
If you’ve been in the industry for a few seasons, you already have a network of people who look up to you—new preparers, colleagues, even clients. Becoming a Service Bureau allows you to train, mentor, and supply them with your own software, turning your experience into profit.
You’re not competing—you’re collaborating and capitalizing on your expertise.
Ready to Take the Next Step?
Join our Live Webinar and learn exactly how the SunTax Pro Service Bureau Program works—and how you can start your own branded software business under our proven infrastructure.
Stop being just
another tax office.
Start becoming a brand
that others depend on.
💵 How Do Service Bureaus Make Money?
When most people think of the tax industry, they think of making money only during tax season.
But Service Bureaus know better.
They understand that the real opportunity lies behind the software itself — and that’s where the real money is made.
As a SunTax Pro Service Bureau, you can earn income through multiple revenue streams — not just from filing returns, but from every partner, sub-license, and funded bank product within your network.
Service Bureau Fees (Per Funded Bank Product)
Every time one of your tax offices or preparers processes a funded bank product (like a Refund Transfer or Advance Loan), you earn a Service Bureau Fee that you set.
If you’ve ever noticed a “Service Bureau Fee” line on your current software, that’s exactly how the system works — except now you’re the one collecting it.
This creates a steady, scalable income stream that grows automatically as your network expands.
Transmission Add-On Fees
As a Service Bureau, you can also choose to add a transmission add-on fee to every return processed through your branded software.
It’s a simple, seamless way to create additional revenue from every e-file transmitted — and since you control the pricing, you control your margins.
Volume Rebates & Incentives
Once your Service Bureau grows to certain production tiers, you’ll qualify for volume rebates directly from the bank or software provider.
These performance-based bonuses are designed to reward growth — meaning the more your network files, the more you earn.
Program Packaging & Upsells
Through SunTax Pro, you’ll also have access to proven templates and systems that help you package your software offerings in creative, high-value ways — such as adding training, support, or lead generation tools.
This allows you to not only earn from fees but to position your brand as a premium solution provider in the market.
🚀 Scale Smart with SunTax Pro
When you partner with SunTax Pro, you don’t just get the technology — you get the strategy.
We’ll show you exactly how to structure your pricing, maximize your revenue streams, and position your Service Bureau as a serious business model — not just a side income.
SunTax Pro Service Bureau Program
✅ Multiple income streams
✅ Scalable network-based revenue
✅ Branded tax software & mobile app
✅ In-season support & growth coaching
👉 Join Our Next Live Webinar and discover how top tax professionals are quietly building six-figure income streams without filing extra returns.
🤔 Thinking About Joining a Tax Franchise?
Here’s Why Starting Your Own Service Bureau with SunTax Pro Is a Smarter Move
Many new tax professionals consider buying into a franchise because it feels “safe.”
They’re told things like “Be in business for yourself, not by yourself.” But once the fine print appears, the reality is that franchises often create more limits than freedom.
If your goal is to truly own and control your business, building your own Service Bureau under SunTax Pro is not only more affordable—it’s more empowering and far more profitable.
🚫 Why You Should Think Twice About Joining a Tax Franchise
💸 1. High Franchise & Startup Fees
Franchises charge hefty upfront fees, sometimes ranging from tens to hundreds of thousands of dollars. On top of that, you’re still required to buy their software, pay for training, and invest in buildout costs—none of which actually build your brand.
📍 2. Limited Territory
Most franchises restrict you to a small, predefined area. That means your ability to expand is controlled by someone else—and your potential is capped by geography, not by your ambition.
📉 3. Ongoing Royalty & Marketing Fees
Even after you’ve paid your franchise fee, you’ll continue paying monthly or annual royalties, often 5–10% of your revenue, plus mandatory marketing fees.
Worse yet, many franchisors rely on outdated marketing strategies that don’t actually help you attract clients in today’s digital world.⛓️ 4. Long-Term Contracts & Exit Penalties
Franchise agreements typically lock you in for 5–10 years. If you ever decide to leave, expect steep termination costs and restrictions that keep you from operating independently.
🏗️ 5. You’re Building Their Brand—Not Yours
At the end of the day, all your hard work grows their name, not yours. When clients see the franchise logo, they remember the corporation—not you.
🚀 Why Start Your Own Service Bureau with SunTax Pro
With SunTax Pro, you’re not buying into someone else’s system—you’re building your own.
You get full access to professional software, a connected mobile app, and integrated bank products (Refund Transfers, Pre-Ack Loans, and Refund Advance Loans).
Plus, you’ll receive in-season support, weekly mastermind sessions, and private coaching—all included.
Here’s why smart tax professionals are choosing to launch their own Service Bureau instead of joining a franchise:
🧑💼 1. Be 100% Independent
You decide how to market, who to recruit, and how to grow—no approvals, no restrictions, and no corporate oversight.
🌎 2. No Territory Limits
Expand nationally or even globally. Your growth isn’t limited to a ZIP code—it’s limited only by your hustle.
💰 3. Keep 100% of Your Profits
No royalties. No advertising fees. No minimums. Every dollar you earn stays in your business.
🔗 4. Build a Network That Works for You
Create your own sub-license or reseller programs and earn from every funded return processed under your network. You’re not just running a tax office—you’re running a software and revenue empire.
🧩 5. You Control the Brand
Your name. Your logo. Your software. You decide how it looks, how it runs, and how it grows. That’s true business ownership.
✅ The Bottom Line
When you join a franchise, you work for them.
When you start your own Service Bureau with SunTax Pro, you work for you.
Skip the heavy fees, long contracts, and limited territories. Build your own brand, your own team, and your own success—with the backing, software, and support of SunTax Pro.
Service Bureau Program
Software Reseller
$1,997.00
Complete Service Bureau Build-out
SB & ERO Finished Trainings
Website & Online Store Build-out
Bank Application Assistance
SB & Tax Office Scripts
Unlimited Support
Branded Software
No Annual Renewal Fees
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