Your seat in the C-suite — net annual income
$0
Revenue you command
$0
Cost of the platform
$0
You keep
0%
Network returns
0
Preparer seats
0
Net per return
$0
On the front lines
$0
Gross prep fees, one preparer working alone
- What you sell
- Your own hours — you are the product
- Your ceiling
- Wherever your calendar runs out, usually April 15
- Income streams
- One — prep fees
In the C-suite
$0
Net to your bureau, after everything you pay TSB
- What you sell
- A platform every downstream office runs on
- Your ceiling
- The offices you bring on — and they file the returns
- Income streams
- Seven — software, seats, app, white label, setup, prep-fee share, revenue share
1 · Build your network
Solo preparers
Solo preparers under you12
Returns per solo preparer / season50
Tax firms
Tax firms under you3
Preparers per firm5
Returns per firm preparer / season50
2 · What the market pays
Avg individual return fee$323
2026 national avg: 1040 + Schedule A + state = $323
Avg business return fee$1,000
2026 national avg corporate return ≈ $1,000
Business returns as % of volume15%
Blended average fee: $0 per return. This drives both the EFIN line and the revenue-share pot.
3 · Set your prices
Setup per preparer$350
Costs you $250 per preparer — your one-time $2,500 setup across the first ten.
Your margin: $100 each.
$250 · your cost$500
Software, per office / yr (up to 10 seats)$475
Costs you $250 per office — your $2,500 base licence across ten seats.
Your margin: $225 each.
$250 · your cost$700
Software, per extra seat / yr (11+)$475
Costs you $250 per extra seat. Your margin: $225 each.
$250 · your cost$700
Tax Systems App, per seat / mo$40
Costs you $20 per seat per month. Your margin: $20.00 each.
$20 · your cost$50
Per return — you set it once$10
Costs you $5 — TSB always takes $5. Your margin: $5.00 per return.
$5 · your cost$30
White label
White-label licenses you sell / yr2
Downstream bureaus or firms that want the software in their own name
Price per white-label license / yr$3,000
Costs you $2,000 each, annually. Your margin: $1,000 per license.
$2,000 · your cost$3,500
4 · Fuel the growth engine
Package
Billing frequency
Locations enrolled15
New clients per location / yr12
DIY generates 10–15
You resell marketing at, per locationoff-sheet$50
Defaults to cost — leave as-is for pure pass-through
New clients add returns to your network before every downstream line is calculated. 0 additional returns at current settings.
5 · Your cut of everything else
Pot from solo preparers25%
% of their gross tax-prep revenue
Pot from tax firms30%
% of their gross tax-prep revenue
Your share of the pot
Fixed across every program
| Program | Referring | You | Pro & TSB |
|---|---|---|---|
| Insurance | 40% | 10% | 50% |
| Financial | 40% | 10% | 50% |
| CPA — planning & representation | 25% | 10% | 65% |
| Audit | 25% | 10% | 65% |
| Bookkeeping | 40% | 10% | 50% |
| Tax attorney | 20% | 10% | 70% |
Percentages of what the professional invoices the client. A CPA billing $2,500 splits that $2,500 — every row totals 100%. Your 10% is constant regardless of program. TSB negotiates the Pro & TSB share case by case with each professional relationship, so the split within that column varies by engagement.
Assumptions can vary widely based on clientele, location, and the types of services provided.
6 · Prep-revenue share
Network preparers using your EFIN30%
Negotiated share of preparation revenue
Compliance note. IRS Pub. 3112 prohibits renting, sharing, or selling an EFIN. Run this economics as a disclosed percentage-of-prep-fee platform fee, not as payment for EFIN use, and have counsel review it before it appears in any signed agreement.
Your economics — line by line
| Line item | You pay TSB | You charge | Your margin |
|---|
Resold services carry a TSB cost, so only the spread is yours. The EFIN share and the revenue-share take have no cost line — TSB's cut of those is already inside the split table in section 5, so there is no separate override.
Net position
| Revenue | $0 |
| Less cost paid to TSB | $0 |
| Net to your bureau | $0 |
| Monthly equivalent | $0 |
| Net per office in your network | $0 |
| Net per preparer seat | $0 |
| Year-2 netSetup drops off both sides | $0 |
What the network produces
| Solo preparer returns | 0 |
| Tax firm returns | 0 |
| Marketing-generated returns | 0 |
| Total network returns | 0 |
| Network gross prep revenueReturns × blended fee — your downstream's revenue, not yours | $0 |
| Revenue-share pot | $0 |
| Your bureau's take of the pot | $0 |