The Ultimate Service Bureau Playbook

Ready to build your own service bureau and scale like a pro?

The Ultimate Service Bureau Playbook™ gives you everything you need to launch, manage, and grow your tax service bureau from the ground up. Whether you're new to the industry or ready to expand beyond tax prep, this downloadable guide walks you through every phase — from EFIN setup and partner banks to onboarding affiliate EROs and maximizing software revenue.

This is your go-to blueprint for becoming the back-end boss of your tax operation. Inside, you'll learn:

• Business Formation & Setup
• Securing Your EFIN & Service Bureau Agreement
• Pricing Your Software & Bank Products
• Marketing Your Service Bureau
• Onboarding Sub-EROs
• Compliance & Security
• Earning Money as a Service Bureau
• Customer Support & Retention
• End-of-Season Wrap-Up

Whether you're just getting started or fine-tuning your current operation, this guide will help you move smarter, faster, and more confidently as a tax service bureau owner.

Product Format:

Digital Download (PDF)
No physical product will be shipped

Who It's For:

This playbook is designed for tax professionals, EROs, and service bureau owners who want to:

• Launch a service bureau the right way
• Increase passive income from tax software sales
• Streamline operations and scale with confidence
• Avoid rookie mistakes and legal pitfalls

Important Download Note 

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

• Windows: Right-click the ZIP file and select "Extract All..."
• Mac: Simply double-click the ZIP file.
• The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.

License & Terms:

This digital product is for personal or internal business use only. It may not be resold, shared, or redistributed in any format.

All rights reserved by The Curative Resource Co.