Build, Lead & Scale Your Service Bureau With Confidence.

The Platinum (Service Bureau) Package is built for tax professionals and business leaders who are ready to scale fast and operate with full control. Build a powerful organization of PTIN, EFIN, Reseller, and Service Bureau partners, create multiple revenue streams, and grow with professional software, proven systems, recruiting strategies, leadership development, automation, and ongoing operational support.

TAX HAVEN SOFTWARE LLC

Platinum (Service Bureau)

GET STARTED FOR ONLY $2,499
100% Revenue Share
EFIN Required
PTIN Required

The Platinum (Service Bureau) Package is built exclusively for leaders who are ready to scale fast and operate with full control of their business. Build a complete tax organization, create multiple revenue streams, recruit unlimited partners, and grow your Service Bureau with professional software, systems, training, and ongoing support.

REQUIREMENT PTIN Required
REQUIREMENT EFIN Required

Keep 100% of your tax preparation, transmitter, document preparation, e-file, Service Bureau, and audit fees. Bring on unlimited partners and unlimited Service Bureaus while building a complete organization of PTIN, EFIN, Reseller, and Service Bureau partners.

✓ Keep 100% of Tax Preparation Fees
✓ Keep 100% of Transmitter Fees
✓ Keep 100% of Service Bureau Fees
✓ Unlimited Partners
✓ Unlimited Service Bureaus
✓ Add Your Logo to the Software
PLATINUM SERVICE BUREAU PACKAGE BENEFITS

This Amazing Offer Includes

Get the professional tax software, Service Bureau systems, training, operational support, recruiting strategies, marketing guidance, and leadership resources designed to help you build, manage, and scale a powerful tax organization.

✓ Professional Tax Software
✓ Blueprint to Building a Tax Company
✓ Software Training
✓ Custom Business Name
✓ Tech Support
✓ IRS Registration
✓ Offer Tax Loans
✓ Full ERO Support Team
✓ Support Group
✓ Custom Marketing Material
✓ Bank Registration
✓ Client Forms
✓ Tax Law Updates
✓ Experienced Business Coach
✓ Weekly Check-ins
✓ Business Payroll Setup
✓ PTIN Registration Assistance
✓ Ongoing Operational Support
✓ Marketing Guidance
✓ Recruiting Systems
✓ Team Development Strategies
✓ Unlimited Partners
✓ Unlimited Service Bureaus
✓ Custom Logo on Software
SERVICE BUREAU REVENUE 100%

Keep 100% Of Your Service Bureau & Business Fees

BUILD, LEAD & SCALE YOUR ORGANIZATION

Keep Full Control Of Your Revenue

The Platinum (Service Bureau) Package is built for leaders who are ready to scale their tax business with full control. Keep 100% of your eligible fees, bring on unlimited partners and Service Bureaus, and build a complete organization of PTIN, EFIN, Reseller, and Service Bureau partners.

✓ Keep 100% of Tax Preparation Fees
✓ Keep 100% of Transmitter Fees
✓ Keep 100% of Document Preparation Fees
✓ Keep 100% of E-File Fees
✓ Keep 100% of Service Bureau Fees
✓ Keep 100% of Audit Fees
✓ Bring On Unlimited Partners
✓ Bring On Unlimited Service Bureaus
✓ Build PTIN Partner Teams
✓ Build EFIN Partner Teams
✓ Build Reseller Partner Teams
✓ Build Service Bureau Partner Teams
SIMPLE ONBOARDING

What Happens After Checkout?

Once your Platinum Service Bureau Package is secured, our process helps you move from enrollment to software setup, Service Bureau onboarding, ERO support, recruiting systems, operational guidance, and building your tax organization with confidence.

01

Complete Enrollment

Complete your Platinum Service Bureau Package purchase for $2,499 and provide the information needed to begin your Tax Haven onboarding and Service Bureau setup process.

02

Service Bureau & ERO Setup

Receive your professional tax software setup, Service Bureau systems, ERO Support Team access, training resources, bank registration guidance, recruiting systems, operational support, and important next steps.

03

Build, Lead & Scale

Build your organization of PTIN, EFIN, Reseller, and Service Bureau partners, bring on unlimited partners and Service Bureaus, keep 100% of your eligible fees, and scale your business with structure, leadership, and ongoing support.

PLATINUM SERVICE BUREAU FAQ

Questions Before Getting Started?

Find answers about the Platinum Service Bureau Package, requirements, 100% fee retention, unlimited partners, Service Bureau growth, software branding, ERO support, training, and what happens after enrollment.

The Platinum Service Bureau Package is built for tax professionals and business leaders who are ready to scale their organization and operate with greater control. It is designed to help you build a complete network of PTIN, EFIN, Reseller, and Service Bureau partners while creating multiple revenue opportunities.
Yes. Both a PTIN and EFIN are required for the Platinum Service Bureau Package. The ERO Support Team can assist with the PTIN and EFIN application process to help you get started successfully and efficiently.
The Platinum Service Bureau Package allows you to keep 100% of your tax preparation fees, transmitter fees, document preparation fees, e-file fees, Service Bureau fees, and audit fees.
Yes. The Platinum Service Bureau Package allows you to bring on unlimited partners and build an organization that can include PTIN Partners, EFIN Partners, Reseller Partners, and Service Bureau Partners.
Yes. The Platinum Package is designed to support large-scale growth and allows you to bring on unlimited Service Bureaus as you expand your organization and develop additional revenue streams.
Yes. The Platinum Service Bureau Package allows you to add your logo directly to the software, helping you create a more professional and branded experience for your organization and partners.
You receive ongoing operational support, marketing guidance, recruiting systems, team development strategies, ERO Support Team access, software training, technical support, tax law updates, and business coaching resources.
The $2,499 Platinum Service Bureau Package includes professional tax software, the blueprint to building a tax company, software training, custom business branding, technical support, IRS registration support, tax loan options, full ERO support, marketing resources, bank registration, client forms, tax law updates, business coaching, weekly check-ins, payroll setup, and PTIN registration assistance.
Yes. The Platinum Service Bureau Package is designed to help you build a larger organization, expand your partner network, develop multiple revenue streams, and grow your business with structure, systems, leadership, and operational support.
After checkout, you will begin the Tax Haven onboarding process and receive your software setup instructions, Service Bureau resources, training information, ERO support access, recruiting guidance, operational support, and the next steps needed to begin building and scaling your organization.

Tax software, training, and support from Tax Haven Software LLC to help your business grow.

Contact Us

Phone +1 855-262-3526
Email [email protected]

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