BUILD THE ORGANIZATION.
LEAD THE LEGACY.
THE NEXT LEVEL OF LEADERSHIP
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
EXPERIENCED EFIN HOLDERS
For established tax business owners ready to expand beyond their individual office.
✓ Organizational growth
✓ Professional development
✓ Expanded business opportunities
✓ Leadership resources
RESELLERS READY TO SCALE
For professionals who have begun building a network and are ready for greater organizational growth.
✓ Develop additional leaders
✓ Strengthen your network
✓ Expand your reach
✓ Build scalable systems
For professionals who have begun building a network and are ready for greater organizational growth.
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​
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✓ Business systems
✓ Long-term growth planning
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.
DEVELOP YOUR ORGANIZATION
Build a structured network of tax professionals operating at different stages of the industry.
YOUR ROLE GOES BEYOND TAX PREPARATION
BUILD LEADERS — NOT FOLLOWERS.
DEVELOP
LEADERS
Help professionals within your organization progress toward owning and growing businesses of their own.
SCALE YOUR
IMPACT
Create an organization capable of growing beyond your personal client list and individual production.
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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.
SERVICE BUREAU
ACCESS
Access to qualifying Service Bureau-level resources and business opportunities.
LEADERSHIP
SUPPORT
Business guidance focused on developing professionals and building stronger leadership.
RESOURCES FOR ORGANIZATIONAL GROWTH.
BUILT FOR SCALE
SOFTWARE
SOLUTIONS
Professional tax software solutions designed to support a growing organization.
MARKETING & GROWTH RESOURCES
Professional resources designed to help strengthen your presence and expand your organization.
ORGANIZATIONAL RESOURCES
Tools and systems designed to help manage and strengthen your professional network.
BUSINESS
DEVELOPMENT
Resources and strategic support for building a scalable tax organization.
FROM PREPARER TO LEADER
BUILD AT EVERY LEVEL.
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→PTIN HOLDER
Prepare
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→ EFIN HOLDER
Own
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→ RESELLER
Build
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→ SERVICE BUREAU
Lead
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Every level serves a different purpose. Start where you are, develop your business, and move forward when you’re prepared for greater responsibility and leadership.
BUILD A REAL BUSINESS. NOT A PROMISE OF EASY MONEY.
Unique Tax Solutions does not guarantee income, profits, client volume, or business success. Results depend on individual effort, experience, business practices, market conditions, compliance, and other factors.
Service Bureau participants are responsible for understanding and complying with applicable tax-industry requirements and the terms governing the products and services they offer.
READY TO LEAD?
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BUILD SOMETHING BIGGER THAN YOURSELF.
If you’re ready to develop professionals, strengthen your organization, and explore the highest level of the Unique Tax Solutions business pathway, let’s discuss whether the Service Bureau opportunity fits your goals.