Expand Beyond Tax Preparation
OWN THE PLATFORM. BUILD THE BRAND. KEEP 100% OF THE PROFITS
Step into the next level of entrepreneurship with Service Bureau Solutions, a high-level program designed to help you launch your own tax software business, elevate your authority, and unlock scalable revenue streams with complete control.
This high-level program is ideal if you are:
A seasoned tax professional
ready to expand beyond client work and build a scalable business model
A financial services entrepreneur
looking to create recurring revenue by licensing your own branded software
An ambitious entrepreneur
who wants to build an empire, not just a side hustle
A business strategist or consultant
looking to serve other tax pros and capture backend revenue
You’ve Mastered Tax Prep. Now, It’s Time to Own the System.
You’ve learned how to prepare returns and serve clients.
Now, we’ll show you how to own the platform, license the software, and lead a team of tax professionals—so you can generate income from every return filed, even if you’re not the one preparing it.
This isn’t about doing more. It’s about doing less, owning more, and scaling smart.
What’s Included in Service Bureau Solutions?
This premium program equips you with everything you need to launch and run your own tax software business:
Co-Branded Tax Software & Mobile App
Deliver a seamless, professional experience with your own co-branded, web-based tax software and secure client mobile app.
Bank Product Integration
Set up and offer trusted bank products with zero upfront cost for your clients.
Custom Pricing Structure
You set the fees, control the profits, and scale on your terms.
Revenue Boosters
Tap into backend profit opportunities and add-on income streams designed to increase your earnings per return.
Done-for-You Contract & Social Media Templates
Use proven templates to stay compliant, attract clients, and market your brand with ease.
Step-by-Step Software Training
Master the tools with comprehensive training materials designed for you and your team.
Rebates & Additional Income Opportunities
Earn backend incentives and monetize every layer of your business.
Expert Tech & Tax Prep Support
In-season and off-season support to keep your business running smoothly.
1:1 Coaching & Strategic Mentorship
Work directly with an expert to optimize operations, boost revenue, and elevate client satisfaction.
Proven Sales, Marketing & Business Growth Tools
Launch and lead your own tax prep service bureau with systems that work—no guesswork, no fluff.
Digital Course Creation Assistance
Build your own tax education products to expand your brand and create passive income streams.
You’ll get access to all of these for only $2,427
This is more than a program. It’s a business in a box, done with you.
Why Service Bureau Solutions Isn’t Just Another Program
You’re not just buying software access or a new tool, you’re launching a service bureau business with:
Your Name
Your Brand
Your Team
Your Pricing
Your Profits
Nationally recognized tax strategist, software provider, and educator with a mission to empower tax professionals.
Meet Ambrea' Lacy
With over a decade of experience, she’s helped hundreds of preparers grow their businesses through expert mentorship and cutting-edge software solutions.
As the founder of a top-tier tax software company, Ambrea’ blends innovation with real-world strategy—giving professionals the tools and confidence to scale with purpose. Whether you’re just starting out or ready to level up, Ambrea’ is here to help you lead, grow, and succeed.
14+
Years in Tax Industry
450+
Successful Tax Entrepreneurs
10K+
Bank Products Processed
$3M+
Revenue Generated
You’re Not a Beginner Anymore. Build What’s Next.
You’ve served clients. Now it’s time to scale.
Own the platform. Lead your business. Multiply your income.
FAQs
What is a Service Bureau?
The Service Bureau business model is a relatively unknown concept in the Tax Industry. Not many people are aware of the advantages of running their own Service Bureau and what it entails.
Essentially, a Service Bureau provides tax software to tax professionals. If you are already in the tax business, setting up your own Service Bureau is a great way to increase your profits. However, you need to stand out from the competition by creating a Unique Selling Proposition that sets you apart and generated over $1M dollars of revenue.
How do Service Bureaus make money?
Service Bureaus have a variety of ways to make money in the tax industry. We have a lot of experience in this area and can identify potential opportunities. In short, Service Bureaus typically receive a fee for each financial product they process for a customer.
This fee is usually listed as a Service Bureau Fee in the software. This is how Service Bureaus can set the amount they want to be paid for each product they process.
Are there any franchise fees?
We are NOT a franchise, this is an opportunity for you to create your OWN tax preparation business with your own business name and profit 100% of your tax preparation fees.
