discover

how to scale

YOUR tax business to

6 to 7 figures!

Learn how to GROW your Service Bureau to 500 partners

Join our thriving community of over 500 SERVICE BUREAUS and unlock the secrets to exponential growth.

discover

how to scale

YOUR tax business to

6 to 7 figures!

Learn how to GROW your Service Bureau to 500 partners

Join our thriving community of over 500 SERVICE BUREAUS and unlock the secrets to exponential growth.

WHO SHOULD JOIN:

  • ARE YOU A TAX PROFESSIONAL OR SERVICE BUREAU WHO’S STRUGGLING TO HAVE SUCCESS IN YOUR TAX BUSINESS?

  • ARE YOU A TAX PROFESSIONAL OR SERVICE BUREAU STUCK AT 50 TO 150 CLIENTS? DO YOU WANT TO ATTRACT MORE CLIENTS?

  • ARE YOU TIRED OF SHARING YOUR HARD-EARNED PROFIT?

  • ARE YOU A SERVICE BUREAU OR TAX PROFESSIONAL THAT NEEDS COACHING THE ENTIRE TAX SEASON?

  • ARE YOU AN EXPERIENCED TAX PROFESSIONAL WHO WANTS TO ATTRACT OVER 300 NEW CLIENTS?

  • ARE YOU AN EXPERIENCED SERVICE BUREAU WHO WANTS TO ATTRACT OVER 500 NEW PARTNERS?

Empowering tax pro

Gives Service Bureaus

EVERYTHING THEY NEED TO

GROW & SCALE

  • Tax Software (Co-Branded)

  • Tax Software Training for You & Your Partners

  • Tax Education & Tax Law Courses

  • Payroll Setup Guidance

  • Full Technical Support

  • Bank Registration Support

  • All Required Client FormS

  • Experienced Business Coaching

  • Empowering Tax Pro Service Bureau Blueprint

  • Ability to Offer Tax Loans

  • Tax Law & Compliance Updates

  • Marketing Assistance & Tools

  • IRS Due Diligence Training

  • Business System Training

  • Website & Landing Page Design

  • Professional Logo Design

  • Social Media & Online Marketing Training

  • Business Automation Setup

  • Branding Strategy & Support

  • One-on-One Coaching Sessions

  • IRS Registration Guidance

  • EFIN & PTIN Setup Support

  • How to Attract Partners Online & Offline

  • Strategies to Grow 500+ Tax Partners

  • Weekly Group Coaching & Training Sessions

  • Dedicated ERO Support Team for Your Partners

MEET THE CEO

Tresta Ward

Tresta Ward is a dynamic and results-driven CEO with over 15 years of experience in the tax professional industry. With a strong educational foundation, she has earned both her Bachelor’s degree and a Master’s Degree in Business Management, equipping her with the knowledge and strategic insight to lead with excellence. Known for her unmatched drive and ambition, Tresta has built her career on integrity, precision, and a deep commitment to helping individuals and businesses achieve financial success. Her passion for growth and empowerment fuels her mission to not only deliver top-tier tax services but also to create opportunities for others to thrive. Tresta’s leadership reflects resilience, vision, and a relentless pursuit of excellence qualities that continue to set her apart as a true force in her industry.

MEET THE CEO

Tresta Ward

Tresta Ward is a dynamic and results-driven CEO with over 15 years of experience in the tax professional industry. With a strong educational foundation, she has earned both her Bachelor’s degree and a Master’s Degree in Business Management, equipping her with the knowledge and strategic insight to lead with excellence. Known for her unmatched drive and ambition, Tresta has built her career on integrity, precision, and a deep commitment to helping individuals and businesses achieve financial success. Her passion for growth and empowerment fuels her mission to not only deliver top-tier tax services but also to create opportunities for others to thrive. Tresta’s leadership reflects resilience, vision, and a relentless pursuit of excellence qualities that continue to set her apart as a true force in her industry.

Do Not Miss The Opportunity to Learn How to:

  • Purchase and co-brand professional tax software for your Service Bureau

  • Scale your network to 500 partners or more

  • Recruit and manage resellers and sub-service bureaus

  • Build a compliant, fully operational Service Bureau office

  • Register for an e-Services account and apply for an EFIN

  • Apply for an EIN

  • Register your Service Bureau as an LLC with your state

  •  Open your business bank account

  •  Complete PTIN setup for you and your partners

  • Provide education and training for your partner network

  • Build your brand identity including name, logo, and online presence

  • Develop a business model that maximizes revenue and fee control

  • Secure required business licenses and permits

  • Market your Service Bureau online and offline to attract partners

  • Complete a full tax security and compliance checklist

  • Obtain proper business insurance

  • Structure your office systems, support channels, and technology

  • Train your team and partner network effectively

  • Launch your Service Bureau correctly and professionally

  • Scale your marketing, production, and operations every tax season

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