Tier 3 Service Bureau Package

Our Tier 3 Program is designed for tax professionals ready to scale into full Service Bureau ownership and maximize their earning potential. With this mentorship package, you’ll gain the knowledge, tools, and strategies to build, manage, and expand a thriving bureau.

Requirements: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to enroll in this package.

Tier 3 Service Bureau Package

Our Tier 3 Program is designed for tax professionals ready to scale into full Service Bureau ownership and maximize their earning potential. With this mentorship package, you’ll gain the knowledge, tools, and strategies to build, manage, and expand a thriving bureau.

Requirements: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to enroll in this package.

THIS POWERFUL PACKAGE INCLUDES:

  • The complete blueprint from ETA Tax

  • Professional tax software included

  • Step-by-step software training

  • Custom business name creation support

  • Dedicated tech support team

  • IRS registration guidance

  • Ability to offer tax loans to clients

  • Group coaching sessions

  • Full customer support throughout tax season

  • Ready-to-use client forms

  • Bank registration setup assistance

  • Continuous tax law updates

  • Guidance from an experienced business coach

  • Free access to our exclusive paid tax professional community

  • Free access to our online ERO tax professional training course

  • Business payroll setup when you’re ready to grow