Legacy Service Bureau Package
(EFIN Required)
Own the System. Eliminate Renewal Fees. Build a Legacy Business.
Best for:
High-level tax professionals ready to operate a full service bureau, eliminate annual software costs, and build a long-term, scalable, legacy business
Legacy Service
Bureau Package
(EFIN Required)
Own the System. Eliminate Renewal Fees. Build a Legacy Business.
Best for:
High-level tax professionals ready to operate a full service bureau, eliminate annual software costs, and build a long-term, scalable, legacy business
What's Included?
Includes all features from the Expansion Partner Package, PLUS:
Software + Ownership Authority
Full Access to Professional Tax Software
Lifetime Software Access with No Renewal Fees
Ability to operate as a full Service Bureau
Co-brand the software with your own logo and business identity
Unlimited PTIN & ERO preparers under your structure
Full control over your pricing, structure, and operations
Requirements & Filing Structure
PTIN Required
EFIN Required
Must operate as a full service bureau owner
Responsible for managing a large network of preparers
Earn 100% of Your Tax Preparation Fees (No Revenue Split)
Earn 100% of Doc Prep Fees, E-File Fees, and Audit Protection Fees
Earn a percentage of the Service Bureau Fees
Lifetime Software Access (No Annual Renewal Fees)
Training + Education
Advanced Tax Strategy & Complex Return Training
Leadership Training for managing large teams
Ongoing Tax Law Updates for you and your organization
Training for developing leaders within your team
Continued access to ERO Support Team Portal
Business Setup & Infrastructure
Full Service Bureau Setup & Structuring
Advanced contracts for managing a large organization
Payroll setup for multi-level team structures
Advanced CRM & Automation Systems for large-scale operations
Infrastructure for virtual and physical office expansion
Systems designed for long-term scalability and legacy growth
Coaching & Support
Weekly Business Training & Coaching Calls
High-level mentorship and strategy support
Guidance on scaling, leadership, and expansion
Continued access to Maximum Refund & Accuracy Review™ (as needed)
Ongoing support for you and your organization
Business Growth + Expansion
Strategies to scale beyond 100+ preparers
Expansion into multi-location or virtual service bureau models
Long-term wealth building through your tax business
Creating systems that allow your business to run without you
Building a legacy brand in the tax industry
Systems + Operations
Advanced operational systems for large-scale businesses
Multi-level workflow and review structures
Quality control systems across your entire organization
File organization and compliance tracking at scale
Systems to ensure consistency, efficiency, and growth
What's Included?
Includes all features from the Expansion Partner Package, PLUS:
Software + Ownership Authority
Full Access to Professional Tax Software
Lifetime Software Access with No Renewal Fees
Ability to operate as a full Service Bureau
Co-brand the software with your own logo and business identity
Unlimited PTIN & ERO preparers under your structure
Full control over your pricing, structure, and operations
Requirements & Filing Structure
PTIN Required
EFIN Required
Must operate as a full service bureau owner
Responsible for managing a large network of preparers
Earn 100% of Your Tax Preparation Fees (No Revenue Split)
Earn 100% of Doc Prep Fees, E-File Fees, and Audit Protection Fees
Earn a percentage of the Service Bureau Fees
Lifetime Software Access (No Annual Renewal Fees)
Training + Education
Advanced Tax Strategy & Complex Return Training
Leadership Training for managing large teams
Ongoing Tax Law Updates for you and your organization
Training for developing leaders within your team
Continued access to ERO Support Team Portal
Business Setup & Infrastructure
Full Service Bureau Setup & Structuring
Advanced contracts for managing a large organization
Payroll setup for multi-level team structures
Advanced CRM & Automation Systems for large-scale operations
Infrastructure for virtual and physical office expansion
Systems designed for long-term scalability and legacy growth
Coaching & Support
Weekly Business Training & Coaching Calls
High-level mentorship and strategy support
Guidance on scaling, leadership, and expansion
Continued access to Maximum Refund & Accuracy Review™ (as needed)
Ongoing support for you and your organization
Business Growth + Expansion
Strategies to scale beyond 100+ preparers
Expansion into multi-location or virtual service bureau models
Long-term wealth building through your tax business
Creating systems that allow your business to run without you
Building a legacy brand in the tax industry
Systems + Operations
Advanced operational systems for large-scale businesses
Multi-level workflow and review structures
Quality control systems across your entire organization
File organization and compliance tracking at scale
Systems to ensure consistency, efficiency, and growth
How This Package Positions You
This is the highest level of ownership and control.
You are no longer just building a business, you are building a legacy.
You now have the ability to:
Operate a full service bureau at scale
Eliminate annual software renewal costs
Build and manage a large organization
Create long-term, scalable income
Develop leaders within your business
Build a brand that lasts beyond you
What You Walk Away With
A fully structured legacy service bureau business
Lifetime access to professional tax software
No annual renewal fees
Unlimited income potential through your network
Advanced systems, contracts, and infrastructure
A scalable business designed for long-term wealth
How This Package Positions You
This is the highest level of ownership and control.
You are no longer just building a business, you are building a legacy.
You now have the ability to:
Operate a full service bureau at scale
Eliminate annual software renewal costs
Build and manage a large organization
Create long-term, scalable income
Develop leaders within your business
Build a brand that lasts beyond you
What You Walk Away With
A fully structured legacy service bureau business
Lifetime access to professional tax software
No annual renewal fees
Unlimited income potential through your network
Advanced systems, contracts, and infrastructure
A scalable business designed for long-term wealth
CLEAR Compliance Focus™ (Legacy Level)
At this level, compliance becomes embedded into your entire organization.
You’ll learn how to:
Build and oversee a full internal compliance department
Train leaders to enforce compliance within your team
Implement advanced due diligence systems at scale
Monitor and audit returns across your organization
Maintain full documentation and audit readiness
Protect your business, your income, and your legacy
This is where compliance becomes a standard across your entire operation.
CLEAR Compliance Focus™
(Legacy Level)
At this level, compliance becomes embedded into your entire organization.
You’ll learn how to:
Build and oversee a full internal compliance department
Train leaders to enforce compliance within your team
Implement advanced due diligence systems at scale
Monitor and audit returns across your organization
Maintain full documentation and audit readiness
Protect your business, your income, and your legacy
This is where compliance becomes a standard across your entire operation.
Ready to Eliminate Renewal Fees and
Build a True Legacy Business?
Take full ownership, scale your service bureau, and create long-term income
with a business built to last.
Secure your spot as a Legacy Service Bureau Partner today.
Ready to Eliminate Renewal Fees and
Build a True Legacy Business?
Take full ownership, scale your service bureau, and create long-term income with a business built to last.
Secure your spot as a Legacy Service Bureau Partner today.
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