Build Your Own Tax Infrastructure
Launch and scale your own service bureau with full software brand buildout, custom domain, branded software app, CRM access, automations, onboarding support, ERO management tools, and operational systems built for serious growth.
Everything Needed To Operate & Scale
MTP Service Bureau Partners receive operational infrastructure designed to support ERO growth, onboarding, software management, automations, recruiting, and scalable business expansion.
Software Infrastructure
Access a scalable tax software ecosystem with full brand buildout, branded software environments, onboarding systems, and operational tools built for bureau-level growth.
Branded Infrastructure
Each Service Bureau receives a custom domain and branded software app experience designed to support professional growth and client trust.
CRM & Automations
CRM access, onboarding workflows, automations, communication systems, and operational support tools are included within the partnership infrastructure.
ERO Scaling Systems
Support ERO growth through onboarding systems, recruiting infrastructure, training support, rebate structures, and scalable operational management.
Revenue Ownership
Partners keep 100% of Service Bureau fees, CRM add-on revenue, transmission fee markups above the standard office fee, and qualifying rebate incentives tied to funded return production and approved add-on participation.
Operational Support
Receive onboarding guidance, tech support, setup support, CRM support, compliance-focused systems, workflow assistance, and scalable infrastructure support.
Keep Control Of Your Revenue
MTP Service Bureau Partners maintain ownership of Service Bureau fees, CRM add-on revenue, approved upgrade revenue, transmission fee markups above the standard office fee, and qualifying rebate payouts.
Advanced CRM workspace ownership, branded CRM environments, downstream account control, and expanded operational infrastructure for growing Service Bureau partners.
Annual fee waived for partners with 200+ qualifying funded bank returns.
Available through transmission fee markup, annual access, or affiliate partnership options. AuditPlus includes one complimentary round of credit repair for qualifying clients.
Built To Reward Production & Scale
MTP Service Bureau Partners receive qualifying rebate incentives based on funded bank return production, transmission fee markups, and approved add-on participation.
Qualifying funded bank returns receive a $3.00 rebate payout per funded return processed during the applicable tax season.
Qualifying funded bank returns receive a $5.00 rebate payout per funded return processed during the applicable tax season.
Qualifying funded bank returns receive an $8.00 rebate payout per funded return processed during the applicable tax season.
Operate Beyond Basic Tax Prep
MTP Service Bureau Partners gain access to scalable operational infrastructure designed to support recruiting, ERO growth, onboarding systems, automation management, and long-term expansion opportunities.
Start Building Your Infrastructure
Applications are reviewed for operational fit, infrastructure alignment, scaling goals, and partnership support needs.