Tax Services Bureau is the A‑to‑Z growth engine for every professional who helps clients with their money — tax preparers, insurance agents, CPAs, financial advisors, "and service bureaus. One platform delivers AI‑powered software, done‑for‑you marketing, EIN solutions, mentorship, cross‑referral revenue, and a 50% revenue share that turns every client relationship into compounding, year‑round income.
That is a 25% lift in revenue and a 50% lift in profit for a practice sitting at the U.S. average — not by working more hours, but by adding the service lines, the marketing, and the year‑round revenue the practice was missing.
Based on the average U.S. independent tax practice — about $114,000 in annual revenue at a 20% owner margin. Illustrative of what TSB works toward, not a guarantee or prediction of individual results.
The tax preparation industry has never been larger — yet the majority of independent preparers are trapped by the same three structural problems.
When 90% of your income arrives between January and April, the other eight months become a financial stress test. Franchise chains solved this years ago. Independent preparers deserve the same infrastructure — and TSB provides it.
The average independent tax office subscribes to a separate CRM, email platform, website builder, appointment scheduler, and reputation tool — paying $500–$700 a month for software that does not talk to itself. TSB consolidates everything into one AI‑powered platform.
Your clients need insurance, financial planning, audit support, and business advisory services. Right now those relationships go to someone else, and you earn nothing from them. TSB’s cross‑referral network changes that with a 50% revenue share on every qualified referral.
TSB wraps professional‑grade tools around expert mentorship and a revenue share model built to multiply your income. Every piece below is included in the partnership.
Professional‑grade preparation software with document intelligence, automated form prefilling, and IRS compliance updates built in — branded in your name.
Cross‑marketing programs in insurance, financial services, audit, and advisory that generate income every month, not just during filing season.
A fully branded CRM and marketing platform with AI chat, voice response, SMS campaigns, reputation management and automated lead follow‑up.
Entity formation and EIN filing handled as a service line you can offer from day one, year‑round, to every client starting or restructuring a business.
Group and one‑on‑one sessions with experienced CPAs and business builders — how to price your services, package your offerings, and build systems that scale.
On‑demand access to a network of licensed CPAs, enrolled agents, auditors, and financial advisors. Your professional backstop, available when you need it.
Pricing, client acquisition, referral systems, staffing, and service‑line expansion, mapped to the stage your practice is actually at.
Client portal, CRM, intake, document handling, communications, and the operating structure to run more than one location without adding overhead.
The average independent tax practice in the United States does about $114,000 a year, and keeps about $22,800 of it as profit at a 20% owner margin. A 25% revenue lift is roughly $28,500 of new income, and a 50% profit lift is about $11,400 more in the owner’s pocket — half of that $22,800 again.
The revenue comes from work you currently turn away — the insurance question, the audit letter, the books you do not touch, the entity a new business client needs. The profit moves further than the revenue because you are adding income on top of costs that go down: five or six software subscriptions collapse into one platform.
Bigger practice, bigger number. The percentages hold; the dollars scale with you.
| Your practice today | Revenue +25% | Profit +50% |
|---|---|---|
| $114,000 — U.S. average | +$28,500 | +$11,400 |
| $250,000 | +$62,500 | +$25,000 |
| $500,000 | +$125,000 | +$50,000 |
Average practice revenue derived from industry data — roughly $14.3 billion across about 125,000 U.S. tax preparation businesses — at an assumed 20% owner margin. Illustrative of what TSB works toward for a typical partner practice, not a guarantee or prediction of individual results. Results vary with market, effort, and execution.
Every partner gets all five Systems Apps — not only the one that matches the practice today — each branded in your name, with a seat for everyone on your team. Open the one that fits your business to see what the software does.
From your first conversation to your first revenue share payment, here is what the partnership looks like in practice.
We spend 30 minutes understanding your practice — your current client volume, tool stack, revenue model and growth goals. No pitch. Just clarity.
Within 7–14 days your branded TSB environment is live: AI marketing platform, CRM configured to your workflow, and software access provisioned and tested.
Your partner account is linked to TSB’s cross‑referral network. The moment a client you refer converts in insurance, financial services, or advisory, the 50% share goes to you.
Access group and one‑on‑one sessions with experienced CPAs and business builders who help you price, package, and scale.
Real professionals sharing what changed when they stopped doing it alone.
Before TSB, I was working four months at full capacity and spending the rest of the year chasing referrals by hand. The cross‑marketing program connected me to an insurance network that now brings in steady income every single month.
As an insurance agent, I always knew my tax‑preparing clients needed more, but I had no clean way to refer them. TSB built that bridge. The AI marketing platform runs my follow‑ups completely on autopilot.
We were a two‑person CPA shop drowning in compliance work. TSB’s mentorship helped us reframe our service packages, and the back‑office audit support gave us the confidence to take on larger clients we previously had to turn away.
No. TSB’s partner network welcomes PTIN‑holding tax preparers, insurance agents, enrolled agents and CPA firms at every stage. The only requirement is that you serve clients whose financial lives could benefit from the network. Licensed professionals handle the credentialed work — you handle the relationship and collect the revenue share.
When you refer a client to any TSB‑connected service — insurance, financial planning, audit, advisory or tax planning — and that client engages the service, 50% of the revenue generated from that engagement is credited to your partner account. No cap and no expiration; the share applies for the life of the client relationship.
AI‑powered professional tax preparation software supporting both individual and business returns, with document intelligence that reads and extracts data from source documents and generates pre‑filled forms for your review. Tax law and IRS guidance updates deploy automatically throughout the year. Partners also get the audit, accounting, insurance, and financial services systems.
Your separate CRM, email marketing tool, appointment scheduler, reputation management service, and website builder — all consolidated into a single branded dashboard. AI features include a 24/7 chatbot, voice response for inbound calls, and automated SMS and email follow‑up sequences.
Partners have access to a professional network of licensed CPAs, enrolled agents, and auditors experienced in IRS correspondence, audit representation, and compliance review. When your clients face notices or examination you have a credentialed team to refer to — and the revenue share applies to those engagements as well.
Yes. TSB is based in San Antonio, Texas and serves tax professionals, insurance agents, CPA firms, advisors and service bureaus nationwide. Software access, the marketing platform, the revenue share program, mentorship and back‑office support are all delivered remotely.
On the front lines you are the product, and your income stops where your calendar does. As a Service Bureau you own the platform instead — the software, the app and the marketing engine that other preparers and firms run their whole practice on.
They file the returns. You own the network.
Solo preparer, growing firm, multi‑location operation, or an accounting, insurance, or financial services practice adding tax. Each track is built around the business you actually run.
Join the TSB partner network and get your marketing platform active, your revenue share account open, and your first strategy session scheduled.