discover
how to scale
YOUR tax business to
6 to 7 figures!
Learn how to GROW your Service Bureau to 500 partners
Join our thriving community of over 500 SERVICE BUREAUS
and unlock the secrets to exponential growth.
discover
how to scale
YOUR tax business to
6 to 7 figures!
Learn how to GROW your Service Bureau to 500 partners
Join our thriving community of over 500 SERVICE BUREAUS and unlock the secrets to exponential growth.
WHO SHOULD JOIN:
- ARE YOU A TAX PROFESSIONAL OR SERVICE BUREAU WHO’S STRUGGLING TO HAVE SUCCESS IN YOUR TAX BUSINESS?
- ARE YOU A TAX PROFESSIONAL OR SERVICE BUREAU STUCK AT 50 TO 150 CLIENTS? DO YOU WANT TO ATTRACT MORE CLIENTS?
- ARE YOU TIRED OF SHARING YOUR HARD-EARNED PROFIT?
- ARE YOU A SERVICE BUREAU OR TAX PROFESSIONAL THAT NEEDS COACHING THE ENTIRE TAX SEASON?
- ARE YOU AN EXPERIENCED TAX PROFESSIONAL WHO WANTS TO ATTRACT OVER 300 NEW CLIENTS?
- ARE YOU AN EXPERIENCED SERVICE BUREAU WHO WANTS TO ATTRACT OVER 500 NEW PARTNERS?
PRO FINANCE SERVICES LLC
Gives Service Bureaus
EVERYTHING THEY NEED TO
GROW & SCALE
✓
Tax Software (Co-Branded)
✓
Business System Training
✓
Tax Software Training for You & Your Partners
✓
Website & Landing Page Design
✓
Tax Education & Tax Law Courses
✓
Professional Logo Design
✓
Payroll Setup Guidance
✓
Social Media & Online Marketing Training
✓
Full Technical Support
✓
Business Automation Setup
✓
Bank Registration Support
✓
Branding Strategy & Support
✓
All Required Client Forms
✓
One-on-One Coaching Sessions
✓
Experienced Business Coaching
✓
IRS Registration Guidance
✓
Pro Finance Services LLC Service Bureau Blueprint
✓
EFIN & PTIN Setup Support
✓
Ability to Offer Tax Loans
✓
How to Attract Partners Online & Offline
✓
Tax Law & Compliance Updates
✓
Strategies to Grow 500+ Tax Partners
✓
Marketing Assistance & Tools
✓
Weekly Group Coaching & Training Sessions
✓
IRS Due Diligence Training
✓
Dedicated ERO Support Team for Your Partners
MEET THE CEO
Tierra
Miss Tierra is the owner & CEO of Pro Finance & Services LLC which was founded in 2021. She is also a devoted mother who leads with a passion for financial empowerment, business growth, and lasting success. She is committed to helping tax professionals and entrepreneurs gain the tools, guidance, and support they need to build and scale with confidence.
Driven by integrity, purpose, and excellence, Tierra’s vision is to create opportunities that help professionals achieve greater financial independence and build a legacy for the future.
MEET THE CEO
Tierra
Miss Tierra is the owner & CEO of Pro Finance & Services LLC which was founded in 2021. She is also a devoted mother who leads with a passion for financial empowerment, business growth, and lasting success. She is committed to helping tax professionals and entrepreneurs gain the tools, guidance, and support they need to build and scale with confidence.
Driven by integrity, purpose, and excellence, Tierra’s vision is to create opportunities that help professionals achieve greater financial independence and build a legacy for the future.
Do Not Miss The
Opportunity
to
Learn How to:
- PURCHASE AND CO-BRAND PROFESSIONAL TAX SOFTWARE FOR YOUR SERVICE BUREAU
- SCALE YOUR NETWORK TO 500 PARTNERS OR MORE
- RECRUIT AND MANAGE RESELLERS AND SUB-SERVICE BUREAUS
- BUILD A COMPLIANT, FULLY OPERATIONAL SERVICE BUREAU OFFICE
- REGISTER FOR AN E-SERVICES ACCOUNT AND APPLY FOR AN EFIN
- APPLY FOR AN EIN
- REGISTER YOUR SERVICE BUREAU AS AN LLC WITH YOUR STATE
- OPEN YOUR BUSINESS BANK ACCOUNT
- COMPLETE PTIN SETUP FOR YOU AND YOUR PARTNERS
- PROVIDE EDUCATION AND TRAINING FOR YOUR PARTNER NETWORK
- BUILD YOUR BRAND IDENTITY INCLUDING NAME, LOGO, AND ONLINE PRESENCE
- DEVELOP A BUSINESS MODEL THAT MAXIMIZES REVENUE AND FEE CONTROL
- SECURE REQUIRED BUSINESS LICENSES AND PERMITS
- MARKET YOUR SERVICE BUREAU ONLINE AND OFFLINE TO ATTRACT PARTNERS
- COMPLETE A FULL TAX SECURITY AND COMPLIANCE CHECKLIST
- OBTAIN PROPER BUSINESS INSURANCE
- STRUCTURE YOUR OFFICE SYSTEMS, SUPPORT CHANNELS, AND TECHNOLOGY
- TRAIN YOUR TEAM AND PARTNER NETWORK EFFECTIVELY
- LAUNCH YOUR SERVICE BUREAU CORRECTLY AND PROFESSIONALLY
- SCALE YOUR MARKETING, PRODUCTION, AND OPERATIONS EVERY TAX SEASON