The Secret Society of Service Bureaus
An invite-only order for EROs and service bureaus — where members scale through software, AI automation, education, banking products, mentorship, and residual income.
Stop thinking one tax season at a time. Build the network. Earn your seat. Build the backend that works long after April.
Most Tax Offices Only Collect Fees
Average ERO / Office
• Collects tax prep fees
• Depends on tax season
• Limited backend revenue
• Manual follow-up
• No scalable network
• Starts over every year
Service Bureau Ecosystem
✓ Collects software revenue
✓ Builds ERO networks
✓ Offers automation tools
✓ Connects education and banking partners
✓ Creates backend opportunities
✓ Builds long-term residual income
We Don’t Just Sell Software. We Build Ecosystems.
The future belongs to those who understand leverage. Inside the Society, software, AI automation, education, banking products, merchant services, funding, insurance, and mentorship move as one.
Software & Systems
• Software Access
• AI Automation
• Live Training
Revenue Streams
• Banking Products
• Merchant Opportunities
• Residual Income
Network & Growth
• Education
• Community
Built for Tax Pros Ready to Take a Seat
EROs Ready to Level Up
For tax pros who want to transition from preparing returns to building a service bureau network.
Existing Service Bureaus
For bureaus that want more value, better tools, stronger retention, and additional backend income streams.
Tax Office Owners
For owners tired of chasing one-time seasonal revenue and looking for systems that create long-term growth.
Community Builders
For leaders who want mentorship, education, software, events, and a real network around them.
Inside the Society
Multiple Tax Software Options
Choose from a curated lineup of professional tax software so your office runs on the platform that fits best.
Wizzy 2.5 AI Automation Tools
Access to Wizzy 2.5 through our official SmartWiz partnership — built to cut down on repetitive manual work and help your office run leaner.
ERO Training & Support
Onboarding, training, and ongoing support to help the EROs in your network perform.
Service Bureau Mentorship
Direct guidance from operators who have built and scaled service bureau networks.
IRS-Approved Education
AFSP and continuing education opportunities through partners like EarnTaxCE and Latino Tax Pro for you and your network.
Bank Product Relationships
Access to bank product partners like Refund Advantage and SBTPG for refund-based offerings.
Merchant Account Opportunities
Payment processing partnerships for your office and your clients.
VA Hiring & Scaling Systems
Learn how to hire, train, and manage virtual assistants as you build out your team.
Credit Repair & Business Funding
Done-for-you credit repair services and business funding connections for offices that qualify.
Insurance Agency (P&C) Opportunities
Offer property & casualty insurance products through approved partner channels.
Private Community
A members-only space to connect with other operators, ask questions, and share wins.
Live Events & Mastermind Sessions
In-person and virtual sessions with the broader Society network.
Official SmartWiz partnership — Wizzy 2.5 AI automation for Society members
AI Automation Is Changing the Game
Members get access to Wizzy 2.5 and other AI automation tools designed to reduce manual work, speed up workflows, and help offices operate more efficiently.
✓ Reduce repetitive manual work
✓ Improve workflow speed
✓ Help EROs complete more work with less friction
✓ Learn to deploy AI employees and virtual automation in your office
✓ Create more value for your network
The Average Bureau Collects Fees. The Smart Bureau Builds Residuals.
Service bureaus can create value beyond transmitter fees, software fees, and bank products by connecting their ERO network to tools, education, automation, and partner opportunities.
✓ Software Revenue
✓ AI Automation Revenue
✓ Education Revenue
✓ Banking Product Opportunities
✓ Merchant Processing Opportunities
✓ Funding & Insurance Add-Ons
✓ Community & Event Monetization
✓ And More Coming Soon
Opportunities vary by partner program, volume, approval, and business model. No income is guaranteed.
Everybody Can’t Come
This is a private order for serious operators. The first 100 seats are already taken — only 150 remain, and once they are filled, the doors close. Admission is private. Not everyone is accepted.
First 100 Seats — Taken
Seats Remaining
Once Seats Are Filled
2027 Goal: 150,000+ funded products — and we want serious operators right beside us, winning too.
When You’re Accepted
Official Swag Box
Premium member gear shipped to accepted applicants. Welcome to the brotherhood.
Official Scroll of Induction
A personalized certificate marking your place in the Society.
Private Network Access
Your seat at the table with other serious operators ready to scale.
Awards. Mastermind. Lock-In Weekend.
Work, learn, connect, and build with other serious service bureau leaders in a relaxed, real-world environment.
Apply For a Seat
Tell us about your office and what you seek. Applications are reviewed privately, in groups. Not everyone is granted a seat.