
We help all Service Bureaus and Tax Pros at all levels—beginner, intermediate, and experienced—grow and elevate their business from start to finish.

Are you a tax professional or service bureau who’s struggling to have success in your tax business?
Are you a service bureau that's struggling to have 500 tax partners?
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 500 NEW clients?
Are you an experienced service bureau who wants to attract over 500 new partners?

better books
Tax Software
tax software training
Tax education
Tax Law courses
Payroll setup
Tech support
Bank registration
Client forms
Experienced business coaching
The Blueprint to DDP
Offer tax loans
Tax law updates
Marketing assistance
IRS Due Diligence training
Marketing tools
Business training
Website design
Logo design
Social media training
Business Automation
How to brand your business
One-on-one coaching
IRS registration
EFIN & PTIN set up
How to attract clients online and offline
How to attract over 500 clients
How to attract over 500 tax partners
Group training
With over 20 years of experience serving the Seattle–King County area, our founder brings a lifelong passion for accounting and small business development. She holds a business degree in accounting and a master’s degree in business management with a focus on project management and consulting. Her extensive background spans bookkeeping, financial systems, business improvement, and startup support. Having launched multiple companies and assisted numerous entrepreneurs, she combines real-world insight with professional expertise to help small businesses and non-profits thrive. Her commitment to accuracy, community, and empowering local organizations has been at the heart of her work since her very first accounting class in high school.

Purchase Tax Software
How to grow your Service BUreau to 500 parnters
how to grow your tax business to 500 clients
choose a business name and create a logo
register for an E-Service accouNt & apply for an EFIN
Apply for an EIN
Register your business with the state and apply for LLC
open a business bank accountng
apply for PTIN
purchase education & training
determine office location and business model
apply for business licenses & permits
how to MARKET your tax business online and OFFLINE
Review the Tax Security Checklist
obtain business insurance
What office supplies are needed
organize a tax office
create office compliance
train your team members
properly open your office
Market Your Tax Business