We help tax professionals
GROW their OWN PROFITABLE SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 100 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
We help tax professionals
GROW their OWN PROFITABLE SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 100 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
Start your own tax business for $197
YOUR JOURNEY TO
FINANCIAL FREEDOM
BEGINS NOW!
At BBA, we understand that taxes are not just about numbers and crunching figures. They are about unlocking opportunities and securing a prosperous future. That's where we come in: your trusted partner in maximizing your financial potential. Embrace this remarkable opportunity and embark on a rewarding journey with us today!
WHERE TO START?
5 Steps to get started
"Every boss starts somewhere-this is your first step to billions."
Ideal for individuals with no prior experience in operating a tax business. Each tax return is carefully reviewed before IRS submission. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Revenue Split: 60/40
PTIN Required
"Go pro, go bigger-bosses don't stay small!"
Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Revenue Split: 100%
PTIN & EFIN Required
"Go pro, go bigger-bosses don't stay small!"
Designed for tax professionals looking to start their own tax business. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Revenue Split: 100%
PTIN & EFIN Required
"Elite minds build elite empires-level up your tax game."
For tax professionals ready to expand their business and build a team. This package teaches how to create a strong brand, resell tax software, and generate additional income by recruiting and training other tax professionals. This package provides in-depth training, marketing support, and business education to help
them launch and grow their tax firm successfully. Tier 3 partners can resell Tier 1 and Tier 2 packages to grow their business.
Revenue Split: 100%
PTIN & EFIN Required
"This isn't just business—it's billionaire moves in motion."
Designed for those looking to establish a successful Service Bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Revenue Split: 100%
PTIN & EFIN Required
"This isn't just business—it's billionaire moves in motion."
Designed for those looking to establish a successful Service Bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Revenue Split: 100%
PTIN & EFIN Required
With BBA, you can run your own business with training and technology backed by an established company. The information and tools you need to create a successful tax business are with you from the very beginning of your time with us.
The tax preparation business is more about location and marketing than it will ever be about preparing taxes. Our tax software is so easy to use that tax preparation can be done by anyone in just minutes. The hard part is getting customers through the door. We will share our considerable experience and successful tax business marketing strategies with you. We will guide you through these treacherous waters and assist you with proven and effective guerilla marketing techniques that will lead you to a path of success.
Your personal coach will be an individual who operated a tax office and counselled other aspiring tax prep business entrepreneurs as well. Your personal coach will be your point of contact for all of your tax business marketing concerns. Next, he or she will show you how to buy the things you need for your tax office at the least cost (office set-up).
List of what’s included
1-1 Coaching with BBA TAX PRO
Lifetime membership (we work hand to hand with you through your whole journey )
General biz Name
Biz phone number
Biz corporate address
Biz domain & email
Find the perfect naicis code
Business Formation Assistance EIN AND LLC ( we guide you through the steps but we don’t cover the fee as mentioned on webinar )
Article of organization
Why now is the perfect time to start ?
build the business credit
list of net 30, net 60, net 90
how to get loans in your business
how to get 80k to 250k
list of banks to get funding
tricks on how to apply for credit applications
obtain your first business credit card
set up your nav account
how to get vehicles in your business name
how to obtain 80 Paydex score
which cards the bureaus pull from
which cards to avoid for business cards
business tradelines
FUNDING COMMISSION PROGRAM
💰 CLIENTS
Pay 10% of Funding Total ➡️ Example: $200K in Funding = $20K Commission
🧾 LOAN OFFICERS & REFERRALS
Also earn 10% of Funding Secured ➡️ Plug in. Get Paid. Help Clients Win.
Transunion and Equifax takes 45 days, Experian takes 24-72 hours.
$150
Allow 24-72 hours for inquiries to be removed (after you have provided all necessary information)
$85
This package include the Premium plan benefits plus removal from debts on tenant report.
$1000
removal of collections and inquiries only, 3 rounds of disputes included
$385
removal of collections, inquiries, repos, charge offs, late pays, bankruptcy! 6 rounds included
$640
- 6 rounds of disputes for 2 ppl, monthly credit updates, 24/7 access to CLIENT PORTAL, credit tips
$985
Banking partners
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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