About
Advanced operational training for BRG Service Bureau owners, managers, tax-office network leaders, and support teams. This program teaches how to build and operate a scalable tax-service distribution model by recruiting qualified offices, selecting the correct relationship structure, onboarding owners and preparers, activating software and services, establishing pricing and revenue controls, training users, enforcing PTIN and EFIN responsibilities, supporting due diligence, managing bank-product and fee workflows, creating sales and marketing systems, monitoring office performance, handling technical and compliance escalations, and growing a profitable network without sacrificing quality. The Service Bureau must clearly distinguish its business-support role from the legal responsibilities that remain with each preparer, EFIN holder, ERO, office owner, and third-party provider.
You can also join this program via the mobile app. Go to the app