THE NEXT LEVEL OF LEADERSHIP
BUILD THE ORGANIZATION.
LEAD THE LEGACY.
Move beyond building a tax business. Build an organization.
The Unique Tax Solutions Service Bureau opportunity is designed for experienced tax professionals and business leaders ready to operate at a higher level.
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Develop a network of tax professionals, support the growth of your organization, and build a scalable business designed to extend beyond your own client base.
LEADERSHIP AT THE NEXT LEVEL
BUILT FOR PROFESSIONALS READY TO SCALE
01 ╾
EXPERIENCED EFIN HOLDERS
For established tax business owners ready to expand beyond their individual office.
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✓ Organizational growth
✓ Professional development
✓ Expanded business opportunities
✓ Leadership resources
02 ╾
RESELLERS READY TO SCALE
For professionals who have begun building a network and are ready for greater organizational growth.
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✓ Develop additional leaders
✓ Strengthen your network
✓ Expand your reach
✓ Build scalable systems
03 ╾
BUSINESS LEADERS
For entrepreneurs who want to build an organization instead of remaining the center of every transaction.​
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✓ Leadership development
✓ Team-building strategies​​
✓ Business systems
✓ Long-term growth planning
BUILD LEADERS — NOT FOLLOWERS.
YOUR ROLE GOES BEYOND TAX PREPARATION
01 ╾
DEVELOP YOUR ORGANIZATION
Build a structured network of tax professionals operating at different stages of the industry.
02 ╾
DEVELOP LEADERS
Help professionals within your organization progress toward owning and growing businesses of their own.
03 ╾
SCALE YOUR IMPACT
Create an organization capable of growing beyond your personal client list and individual production.
YOUR SERVICE BUREAU LEADERSHIP GOAL
Your initial goal is to develop a balanced core team representing multiple levels of the tax industry. From there, your focus shifts from simply recruiting professionals to developing capable leaders who can grow their own organizations.
2 RESELLERS
+
2 EFIN HOLDERS
+
1 PTIN HOLDER
=
5 CORE TEAM MEMBERS
Leadership goals are provided as a business-development framework and do not guarantee earnings or business results.
BUILT FOR SCALE
RESOURCES FOR ORGANIZATIONAL GROWTH.
01 ╾
SERVICE BUREAU ACCESS
Access to qualifying Service Bureau-level resources and business opportunities.
02 ╾
SOFTWARE SOLUTIONS
Professional tax software solutions designed to support a growing organization.
03 ╾
ORGANIZATIONAL RESOURCES
Tools and systems designed to help manage and strengthen your professional network.
04 ╾
LEADERSHIP SUPPORT
Business guidance focused on developing professionals and building stronger leadership.
05 ╾
MARKETING & GROWTHRESOURCES
Professional resources designed to help strengthen your presence and expand your organization.
06 ╾
BUSINESSDEVELOPMENT
Resources and strategic support for building a scalable tax organization.