SERVICE BEARU INTAKE
Interested in becoming a tax service bureau and building your own tax business? Complete this short form, and our team will contact you with additional information.
FULL NAME
*
PHONE NUMBER
Please enter a valid phone number.
Format: (000) 000-0000.
EMAIL ADDRESS
*
example@example.com
CITY & STATE
Street Address
City
State / Province
Postal / Zip Code
BUSINESS NAME
HOW MANY YEARS OF TAX PREPARATION EXPERIENCE DO YOU HAVE?
No experience
Less than 1 year
1–3 years
4+ years
DO YOU CURRENTLY HAVE AN EFIN?
Yes
No
Application Pending
DO YOU CURRENTLY OWN OR OPERATE A TAX OFFICE?
Yes
No
Planning to open one
HOW MANY TAX PREPARERS DO YOU EXPECT TO HAVE UNDER YOUR SERVICE BUREAU?
APPROXIMATELY HOW MANY TAX RETURNS DO YOU EXPECT TO FILE?
Fewer than 100
100–499
500–999
1,000+
WHAT ARE YOU MOST INTERESTED IN?
Tax software
Service bureau setup
Training and mentorship
Recruiting tax preparers
Bank product income
Marketing support
Starting a tax office
ARE YOU READY TO INVEST IN STARTING YOUR SERVICE BUREAU?
Yes, I’m ready now
Within 30 days
I need more information
HOW DID YOU HEAR ABOUT US?
ADDITIONAL QUESTIONS OR INFORMATION
I agree to be contacted by Tax Practitioner Pro regarding service bureau opportunities, software, pricing, and next steps.
Apply to Become a Service Bureau
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