Secret Society of Service Bureaus
Private Access · Members Only
The Secret Society of Service Bureaus
An invite-only ecosystem helping EROs and service bureaus scale through software, AI automation, education, banking products, mentorship, and residual income opportunities.
Stop thinking one tax season at a time. Build a network. Build backend income. Build an ecosystem that works beyond April.
The Problem
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
The Big Idea
We Don’t Just Sell Software. We Build Ecosystems.
The future belongs to tax professionals who understand leverage. Software, AI automation, education, banking products, merchant services, funding, insurance, and mentorship can all work together inside one ecosystem.
Software & Systems
• Software Access
• AI Automation
• Live Training
Revenue Streams
• Banking Products
• Merchant Opportunities
• Residual Income
Network & Growth
• Education
• Community
Who It’s For
Built for Tax Pros Ready to Move Different
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.
Member Benefits
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 EarnCE 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
Smart Automation
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
Residual Income
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.
Limited Access
Everybody Can’t Come
This is a private network for serious operators. The first 100 spots are already gone — only 150 remain, and once those spots are filled, enrollment closes. This group is private and exclusive. Not everyone will be accepted.
150 of 250 spots remaining · 60% filled
100
First 100 Spots — Gone
150
Spots Remaining
Closed
Once Spots 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.
Mastermind & Awards Weekend · Members-only gatherings · Awards · Lock-in sessions
The Experience
Awards. Mastermind. Lock-In Weekend.
Work, learn, connect, and build with other serious service bureau leaders in a relaxed, real-world environment.
Apply Now
Apply for Access
Tell us about your office and what you’re looking for. Applications are reviewed in groups. Your application is reviewed privately. Not everyone is accepted.