๐๏ธ Service Bureau Builder
๐๏ธ 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 bureauโthe right way. ๐ซ This is not a general discussion group ๐ซ This is not a casual networking space โ
This community exists for execution, systems, and results ๐ฅ Who This Community Is For - ๐งพ PTIN holders ready to move to the EFIN level - ๐ข EFIN holders ready to build a Service Bureau - ๐ Existing Service Bureau owners seeking better systems, compliance, and profitability - ๐ฏ Tax professionals who want clear guidance, structure, and support ๐ What Youโll Learn & Implement - ๐๏ธ Service Bureau setup (legal, IRS, and compliance) - ๐ PTIN โ EFIN โ Service Bureau progression - ๐ป Tax software selection, setup, and pricing models - โ๏ธ Office systems, workflows, and SOPs - ๐ฅ Team building, training, and delegation - ๐ Client onboarding, document flow, and quality control - ๐ก๏ธ Compliance, ethics, and risk management - ๐ Scaling strategies and recurring revenue models ๐ง How This Community Works - ๐ Step-by-step training through structured courses - ๐งญ Clear implementation paths โ no guesswork - ๐ Coaching, walkthroughs, and practical guidance - ๐งฐ Tools, templates, checklists, and real-world examples - โ
Focused learning environment with accountability โ ๏ธ Important Expectations - ๐ฏ This community is training-driven, not conversation-driven - ๐ Courses provide instruction โ coaching reinforces execution - ๐ช Members not actively participating in training may be removed - ๐ซ No selling, soliciting, or unsolicited DMs - - - If your goal is to build a legitimate, compliant, and profitable tax service bureau, youโre in the right place. If youโre here to browse, network, or sell โ this is not the community for you. Letโs build it right.