Build Your Own Network. Create Your Own Revenue. Own Your Future.

If you've ever thought about becoming a Service Bureau, this is your opportunity to stop helping someone else grow their network and start building your own.

The Crest Suite Agency Service Bureau Partnership provides the software, systems, support, and guidance needed to launch and grow your own Service Bureau operation.

Whether you're an established ERO looking to expand or an entrepreneur ready to build a network of tax professionals, this program is designed to help you create a scalable business model with multiple revenue opportunities.

Investment: Service Bureau Partnership

Starting at $1,997 +

Optional CRM: $25 Per Month

Annual Renewal: $499 Per Year

The annual renewal fee helps maintain your Service Bureau partnership, access to software resources, support, and community benefits.

Renewal Fee Waiver Available

Service Bureaus that produce 200 or more funded bank product returns during the tax season may qualify for a waived annual renewal fee.

Available Software Options

Choose the platform that best fits your business goals:

• TaxSlayer Pro - $18 Technology fee per return

• OLT Pro - $10 Technology fee per return

• TaxWise - $20 Technology fee per return (No e-signature fees)

• CrossLink - $4 Technology fee per return

• MyTaxPrepOffice - $18 Technology fee per return

Offer one platform or multiple software solutions based on the needs of your ERO network.

What's Included

• Service Bureau Setup & Strategy

Receive guidance on structuring your Service Bureau, onboarding EROs, understanding revenue opportunities, and building a foundation designed for long term growth.

• Service Bureau Training & Resources

Access resources, guidance, and support designed to help you confidently operate and grow your bureau.

• Community Access

Connect with other EROs and Service Bureau owners inside our private community for collaboration, support, and industry discussions.

• Software Support

Receive assistance with software setup, onboarding, and operational questions throughout the year.

• Optional Branded CRM

Add GHL CRM for only $25 per month. Features include:

• Appointment Scheduling

• Automated Follow Up

• Email Marketing

• SMS Communication

• Workflow Automation

• Tax Snapshot

• 24/7 CRM Support

• Live CRM weekly training

• Website & Funnel Integration

Additional Systems Available

Depending on your software selection and business goals, additional solutions may be available, including:

• Referral Programs

• ERO Onboarding Systems

• Marketing Automations

• Recruiting Workflows

• Business Growth Resources

Who This Is For

• Existing EROs ready to build their own network

• Tax office owners looking to create additional revenue streams

• Entrepreneurs interested in Service Bureau ownership

• Leaders who want more control over their business growth

Why Crest Suite Agency?

Many companies provide software.

We provide software, systems, strategy, and support.

Building a successful Service Bureau requires more than access to a platform. It requires structure, planning, and the right foundation.

If you're ready to take the next step toward Service Bureau ownership, schedule a discovery call and let's discuss the best software and growth strategy for your business.

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