15d • General discussion
🏗️ Service Bureau Builder
🏗️ 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 bureau—the right way.
🚫 This is not a general discussion group
🚫 This is not a casual networking space
✅ This community exists for execution, systems, and results
👥 Who This Community Is For
- 🧾 PTIN holders ready to move to the EFIN level
- 🏢 EFIN holders ready to build a Service Bureau
- 📊 Existing Service Bureau owners seeking better systems, compliance, and profitability
- 🎯 Tax professionals who want clear guidance, structure, and support
📚 What You’ll Learn & Implement
- 🏛️ Service Bureau setup (legal, IRS, and compliance)
- 🔁 PTIN ➝ EFIN ➝ Service Bureau progression
- 💻 Tax software selection, setup, and pricing models
- ⚙️ Office systems, workflows, and SOPs
- 👥 Team building, training, and delegation
- 📂 Client onboarding, document flow, and quality control
- 🛡️ Compliance, ethics, and risk management
- 📈 Scaling strategies and recurring revenue models
🧠 How This Community Works
- 📌 Step-by-step training through structured courses
- 🧭 Clear implementation paths — no guesswork
- 🎓 Coaching, walkthroughs, and practical guidance
- 🧰 Tools, templates, checklists, and real-world examples
- ✅ Focused learning environment with accountability
⚠️ Important Expectations
- 🎯 This community is training-driven, not conversation-driven
- 📘 Courses provide instruction — coaching reinforces execution
- 🚪 Members not actively participating in training may be removed
- 🚫 No selling, soliciting, or unsolicited DMs
- If your goal is to build a legitimate, compliant, and profitable tax service bureau, you’re in the right place.
If you’re here to browse, network, or sell — this is not the community for you.
Let’s build it right.
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🏗️ Service Bureau Builder
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🚀🔥 Let’s build your service bureau!
🏗️📘 Step-by-step training for tax pros who want to build your service properly with support & training..
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