ποΈ Service Bureau Builder
ποΈ Service Bureau Builder Service Bureau Builder is a structured training and implementation community designed for tax professionals who want to build, launch, scale, or stabilize a profitable tax service bureauβthe right way. π« This is not a general discussion group π« This is not a casual networking space β
This community exists for execution, systems, and results π₯ Who This Community Is For - π§Ύ PTIN holders ready to move to the EFIN level - π’ EFIN holders ready to build a Service Bureau - π Existing Service Bureau owners seeking better systems, compliance, and profitability - π― Tax professionals who want clear guidance, structure, and support π What Youβll Learn & Implement - ποΈ Service Bureau setup (legal, IRS, and compliance) - π PTIN β EFIN β Service Bureau progression - π» Tax software selection, setup, and pricing models - βοΈ Office systems, workflows, and SOPs - π₯ Team building, training, and delegation - π Client onboarding, document flow, and quality control - π‘οΈ Compliance, ethics, and risk management - π Scaling strategies and recurring revenue models π§ How This Community Works - π Step-by-step training through structured courses - π§ Clear implementation paths β no guesswork - π Coaching, walkthroughs, and practical guidance - π§° Tools, templates, checklists, and real-world examples - β
Focused learning environment with accountability β οΈ Important Expectations - π― This community is training-driven, not conversation-driven - π Courses provide instruction β coaching reinforces execution - πͺ Members not actively participating in training may be removed - π« No selling, soliciting, or unsolicited DMs - - - If your goal is to build a legitimate, compliant, and profitable tax service bureau, youβre in the right place. If youβre here to browse, network, or sell β this is not the community for you. Letβs build it right.