Build, Scale & Expand Your Tax Empire

What’s Included in the Tier 4 Service Bureau Package

🔹 Become a Branded Software Reseller

Your software. Your name. Your brand. Offer tax software under your own label and grow your revenue by onboarding partners, offices, and preparers under your service bureau.

🔹 $36 Tech & Transmission Fee

A straightforward, competitive fee structure that keeps your business profitable while giving your team and partners access to high-quality tax preparation tools.

🔹 Build & Grow Your Own Team

Recruit preparers and sub-offices directly under your brand. Provide them with training, tools, and support through your personalized system.

🔹 Scale & Expand Your Tax Business

Whether you want to grow locally or nationwide, this package is engineered for expansion. Create additional revenue streams, structure your hierarchy, and watch your network grow.

✨ Optional Add-Ons to Elevate Your Business

➕ CRM Integration

Upgrade to a fully integrated CRM system to automate onboarding, track partner performance, manage leads, and streamline operations.

➕ Six-Figure Tax Max Academy

Offer your partners branded training with 50 modules, quizzes, mock files, and certification—boosting their success while increasing your value.

➕ Jotform Build-Out

Customized forms, workflows, and automation setup for your partners to simplify client intake, document uploads, and internal processes.

➕ Mentorship Program

Get guided support from industry experts to help you launch, manage, and grow your service bureau with confidence and clarity.

💼 Perfect For Tax Professionals Who Want To:

✔ Resell high-quality branded tax software ✔ Build a team of preparers and offices ✔ Increase revenue through multiple streams ✔ Offer professional education and tools to their partners ✔ Scale locally, regionally, or nationwide ✔ Strengthen credibility with a branded ecosystem

🌟 Why Tier 4 Is the Top Choice for High-Level Professionals

You control the brand
You control the network
You control the revenue
Everything you need to scale is included—or can be added on
Designed for professionals ready for leadership + expansion + profitability

Bailey Tax & Associates

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