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Service Bureau &Tax Partner GrowthProgram
T&F Secure Tax specializes in helping Service Bureaus & Tax Preparers expand their partnerships, strengthen their business model, and support individual tax professionals in reaching new clients nationwide.
About the Program
The Blueprint for Long-Term Tax Business Success
Our comprehensive program is richly collaborative and gives you the tools, resources, and confidence to navigate the complex tax landscape.
Whether you're growing a Service Bureau or starting your journey as a new PTIN tax preparer, T&F Secure Tax provides the proven strategies used by successful tax businesses to scale quickly and sustainably.
Get Started TodayWho This Program Serves
Built For Every Stage of Your Journey
New Preparers
No experience required. We provide everything you need to launch your tax career from the ground up.
Entrepreneurs
Add a recession-proof service to your business portfolio and create a reliable new income stream.
Service Bureaus
Looking to expand? We give you the tools to recruit, onboard, and support more preparers nationwide.
Remote Workers
Work from anywhere. Our cloud-based, mobile-friendly tools make remote tax prep seamless.
Experienced Preparers
Already in the industry? Upgrade your software, support systems, and revenue potential.
Nonprofit Leaders
Get the tax knowledge you need for 990 and 990-EZ filings to serve your organization effectively.
Part-Time Income Seekers
Flexible scheduling makes tax prep one of the best seasonal income opportunities available.
Small Businesses
Adding tax services to your existing business creates powerful new revenue and client retention.
What You'll Learn
A Complete Business Education
Service Bureau Program
Build a tax business from the ground up with professional software and support systems.
Recruit, onboard, and support tax partners with proven frameworks and onboarding tools.
Provide e-filing support and bank product setup for your network of preparers.
Generate additional revenue through software resale opportunities under T&F.
Access technical assistance and expert support throughout the entire tax season.
Tax Prep Growth Program
Attract and retain high-quality clients using proven marketing strategies and scripts.
Manage finances and maintain full compliance with IRS regulations and requirements.
Deliver exceptional tax services that keep clients returning year after year.
Create scalable systems that grow your business from your first 50 to 500+ clients.
Transition into a service bureau model and build multiple sustainable income streams.
What We Provide
Everything You Need to Succeed
🔹 Professional Tax Software
Easy to use, cloud-based, mobile friendly, and built for speed during tax season. File with confidence from any device, anywhere.
🔹 High-Level Training & Expert Support
We don't just teach tax law, we teach you how to build a successful tax business that grows stronger year after year.
🔹 Marketing Tools & Client Acquisition
Templates, scripts, and proven methods for attracting clients, especially small businesses, sole proprietors, freelancers, and entrepreneurs.
🔹 Scalable Business Model
As your business grows, transition into a service bureau model under T&F, adding preparers and earning additional revenue.
🔹 Backed by TYF Consulting
Your training, support, and credibility are strengthened by aligning with a respected business and consulting firm.
🔹 Personalized Coaching
Business mastery training and mentorship designed to strengthen your capacity and support long-term financial independence.
Professional Training Included
Comprehensive Self-Paced Modules
Training Packages
Choose Your Tier
Multiple packages tailored for different experience levels and business goals, from first-time preparers to enterprise-level expansion.
Tier 1
Beginner Starter Package
Ideal for individuals with no prior tax experience. Complete beginner-friendly training, marketing support, and foundational education. Each return reviewed.
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Tier 2
Launch Your Tax Business
Designed for tax professionals ready to start their own tax business. In-depth training, marketing guidance, and full business development support to launch and grow your firm.
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Tier 3
Scale & Build a Team
Perfect for professionals ready to scale. Build a strong brand, resell tax software, and grow income by recruiting and training other tax professionals. Resell Tier 1 & 2 packages.
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Tier 4
Enterprise Leadership
For ambitious tax professionals expanding into leadership. Build a powerful brand, create multiple income streams, and develop a full team. Resell Tier 1, 2, and 3 packages.
Get Started →How to Get Started
5 Simple Steps to Launch
Purchase Your Package
Choose the Tier that best fits your goals and budget.
Sign Your Agreement
Complete your service agreement to begin the onboarding process.
Onboarding Meeting
Meet our team to set up your software, tools, and business foundation.
Business Mastery Training
Learn systems, strategies, and best practices to operate confidently.
Open Your Tax Business
Launch your firm with full T&F Secure Tax Prep support.
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