LEARN HOW TO start & GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS

Free Live Training Reveals How to Launch, Structure, and Scale a Service Bureau Using Proven Systems Built for Leaders Ready to Grow in 2026.

This is not about just preparing taxes. This is about building a real operation with systems, partners, and leadership that produces long term income.

WHAT YOU’LL LEARN:

• How to structure your Service Bureau the right way from day one

• How to recruit and develop 50+ serious tax partners

• How to grow to 1,000, 2,000, and 5,000+ bank products

• How to create multiple income streams from your network

• How to implement systems and automation to scale faster

• How to lead, train, and retain a high-performing team.

HEAR IT FIRST-HAND

WHAT OUR os TAX PROS HAVE TO SAY

OS Tax Pro is a trusted leader in service bureau growth and co-branded tax software. With over 16 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.

JOIN US AT os tax pro webinar series

see WHY MOST SERVICE BUREAUS FAIL

and learn

HOW TO WIN Them

MOST SERVICE BUREAUS:

Do not recruit consistently

Lack structure and clear systems

Do not train or develop their partners

Try to operate without support

our SERVICE BUREAUS:

Build strong teams and leadership

Recruit year-round with a proven system

Focus on bank product growth

Operate with structure, systems, and support

IS THIS FOR YOU?

This training is for you if:

1 You want to become a Service Bureau owner

2 You are ready to build and lead a real team

3 You want to scale beyond just preparing returns

4 You are serious about reaching 1,000+ bank products