Now onboarding EROs for the 2027 tax season — limited spots available
Pick Your Path

Two Ways In. A Platform Built to Scale You.

We built the ERO package for the tax pro who wants to run their own office and keep what they earn. We built Service Bureau for the ones ready to lead — to recruit, train, and build something bigger than themselves. Tell us where you are, and we'll get you further.

Choose Your Path

Which Plan Fits Your Business?

Not every tax business is built the same. Choose the option that best matches where you are now — and where you're trying to grow.

Tax Master Software ERO Package
Limited Time $999 $497

Best for tax office owners who have their own EFIN and want to manage PTIN holders under their office.

  • Have or are applying for your own EFIN
  • Have PTIN holders working under your office
  • Professional tax software for your team
  • Build and scale your tax office

+ Training, support & growth tools available as an add-on

Your PTIN Holders.
Our Support.

Request to Enroll →
Tax Master Software Service Bureau Package
Custom Quote

Best for established tax professionals who want to support multiple EROs and build a larger tax organization.

  • Want to bring EROs under your organization
  • Want to help other tax offices grow
  • Building a larger team or network
  • Scalable software & backend support
  • Grow beyond one tax office

Your EROs. Their Growth.
Our Support.

Get Your Custom Quote →
Still Not Sure?
Are you building a tax office — or building tax offices?
Choose EROif your main team consists of PTIN holders preparing returns under your office.
Choose Service Bureauif your main team consists of other EROs running their own tax offices.

All packages require an active IRS-issued EFIN. If a completed application summary is not provided, the order will be canceled and no refund will be issued.

Not sure which fits your office? Book a consultation and we'll help you decide →

People • Plans • Possibilities
Our Commitment

This Is Our Duty to Our Customers

Software is only as good as the support behind it. Here's exactly what we promise to deliver — for every ERO and every Service Bureau, every season.

We Set You Up Right

We create your office, submit your bank enrollment, and set up your preparer login credentials — so you're ready to go from day one, not figuring it out on your own.

Bank Enrollment, Handled Early

We get your bank enrollment submitted before the season starts, so there's no backlog and no scramble once filing season hits — you're ready to leverage bank products from day one.

Real Software Training

Live training calls plus on-demand assets so you're confident using your software before your first return — not learning it under pressure mid-season.

Fast, Real Support

A dedicated tech support line built into your software — plus a direct line to our team for EFIN changes, banking updates, and anything else that comes up.

Office Setup Done With You

Security templates, fee templates, and your mobile app link — set up and ready so you can start sending it to your clients right away.

We Deliver What We Sell

Whatever's included in your package — training calls, marketing support, mentorship — we deliver it. That's the promise, no exceptions.

Questions

Package FAQs

Which tax software will I use? ＋

Your choice of two industry-trusted platforms: OLT Pro or TaxSlayer Pro. We'll help you pick the one that fits your workflow during onboarding — both come with the full Tax Master Software playbook behind them.

How much does it cost? ＋

The ERO package is $499.99/season, and the Service Bureau package is $1,499.99/season. No hidden fees, and you keep 100% of your tax prep fees on either one. Book a consultation and we'll walk you through the details.

Can I choose my own add-ons and set my per-return fee? ＋

Absolutely. You set your per-return add-on to your liking and choose the add-ons that fit your office — so you keep more on every return, your way. We'll help you dial in the numbers that work for your goals on your consultation.

Do I need an EFIN to get started? ＋

Yes. An active IRS-issued Electronic Filing Identification Number (EFIN) is required, along with a completed application summary at onboarding. If you need help obtaining one, our team can guide you through the process.

What's the difference between the ERO and Service Bureau packages? ＋

They're two different paths, not two tiers of the same thing. The ERO package ($499.99/season) is for running your own tax office. The Service Bureau package ($1,499.99/season) is for professionals ready to lead — it gives you the platform, brand kit, training academy, and contracts to recruit, train, and manage a network of EROs under your own bureau.

Are bank products included? ＋

Yes. Both packages support refund transfers and advances through participating third-party banks, so your prep fees are paid the moment refunds fund.

Is there a yearly renewal fee? ＋

Your yearly renewal is based on your annual production. Surpass your production target for the season and your renewal is waived — and even if you don't, a discounted renewal rate applies, so you will never pay the full package price again. Either way, you keep 100% of your tax prep fees.

Is training included? ＋

Yes — the ERO package includes the Tax Master Software Hub and weekly live training sessions. The Service Bureau package adds its own Private-Label Training Academy so you can train your own team.

What does software tech support actually help with? ＋

This is the tech support line included through our software partners (OLT Pro / TaxSlayer Pro) as part of your package — not a Tax Master Software help desk. It covers the software itself: basic navigation (finding the right form, locating fee templates, office settings) and diagnosing software glitches, bugs, or error codes caused by an incorrect setup or return process. Anytime there's a "where do I find this" or "why is this erroring" question, that's exactly what it's there for.

What does tech support NOT help with? ＋

Tech support can guide you through the software, but they don't provide tax law training or tell a preparer what to enter where. They also won't discuss service bank issues, issue software licenses, edit permissions or office configurations, or discuss software and Service Bureau fees with a caller. That's what we're here for — for anything tech support can't touch, that's exactly where Tax Master Software steps in, with the level of support depending on your package.

Not Ready to Be a Service Bureau Yet — or Don't Have the Funds to Invest?

Already an ERO? Get Paid to Refer Instead.

Not ready to run your own Service Bureau, or don't have the funds yet? Become a Service Bureau Reseller. You get paid upfront on every referral, plus a per-return payment for every return your referral files, plus a bonus the more volume they bring in. Ask us how.

Ask Me How →