BRG FIRM SERVICE BUREAU
Build a Stronger Tax Office.
Scale With Better Systems.
BRG Firm helps qualifying tax offices strengthen the infrastructure behind preparation—software, onboarding, training, compliance, office controls, client intake, bank-product readiness, support, and growth systems.
Technology. Training. Compliance. Operations. Growth.
More Than Software Access
A Service Bureau relationship is designed specifically for tax-office owners who recognize that software alone isn't a strategy for growth. Scaling a professional office requires a robust infrastructure that bridges the gap between preparation and enterprise performance.
BRG Firm combines industry-leading technology with the critical operational systems required for a high-output office. Our model integrates advanced software access with structured onboarding, specialized training, and rigid operational controls. From compliance systems and client experience tools to dedicated support and growth infrastructure, we provide the full suite of resources necessary to strengthen the foundation of your tax practice.
Is Your Tax Office Ready for the Next Level?
Existing Tax Office Owners
Strategic overhead reduction and infrastructure scaling for established firms.
EFIN Holders / EROs
Operational support for Authorized IRS e-file Providers looking to expand.
Growing Multi-Preparer Offices
Systems to manage teams, controls, and quality without sacrifice.
Multi-Office Operators
Centralized oversight and enterprise software for complex footprint growth.
Experienced Preparers Moving Into Ownership
The professional foundation needed to transition from preparer to principal.
The Infrastructure Behind a Professional Tax Office
Professional Tax Software
Access to industry-leading enterprise tax preparation software designed for high-volume offices.
Client Intake Technology
Digital workflow tools and mobile-friendly intake systems to streamline your document collection and client experience.
Training & Competency
- Software Navigation Training
- Due Diligence Certification
- Client Intake Optimization
- Bank Product Enrollment Education
Compliance Systems
- ERO Verification Protocol
- Security & Data Privacy Controls
- Audit Readiness Infrastructure
- Regulatory Update Briefings
Office Operations
- Personnel Roles & Access Control
- Multi-Preparer Oversight
- E-file Workflow Management
- Reject Handling Procedures
Growth Support
- Business Development Guidance
- Lender-Ready Financial Prep
- Marketing Strategy Support
- Multi-Office Scaling roadmap
The Right People Should Have the Right Access
*Access levels depend on office classification, specific bureau agreements, training track completion, software provider requirements, and active compliance status.
Preparer Access
Granular control over client file creation, localized tax data entry, and secure individual preparation permissions.
Office Administrator Access
Centralized operational controls managing multi-user tracking, localized office fee configurations, and pipeline reports.
ERO Controls
High-level validation authority for final transmissions, bank product enrollments, and organizational verification.
Service Bureau Oversight
Comprehensive network visibility to monitor cross-location metrics, sub-site configurations, and multi-office scale parameters.
Know Your Role Before You Scale
PTIN Preparer
The foundation of every tax professional. All paid tax return preparers are required to have a valid Preparer Tax Identification Number (PTIN) before performing preparation services.
EFIN Holder
The technical requirement for electronic filing. An Electronic Filing Identification Number (EFIN) is assigned by the IRS to allow individuals or firms to e-file returns.
ERO
The Authorized IRS e-file Provider. The Electronic Return Originator (ERO) is the business entity authorized to originate the electronic submission of returns to the IRS.
Bank Products Are a Program—Not Just a Button
BRG provides education around refund-transfer and bank-product programs (e.g., Santa Barbara TPG, Refund Advantage). Enrollment, approval, pricing, underwriting, compliance, and availability are controlled by the provider.
BRG Firm does not guarantee bank-product approval, funding, client volume, or financial results.
Give Clients a Better Way to Start
Streamline client intake and document collection with TaxesToGo. Service Bureau participants use their own approved configurations to provide a seamless, secure, and professional mobile workflow for every client.
For BRG Tax-Preparation Clients
Service Bureau participants: use your approved mobile configuration for your own client base.
Access Should Follow Competency
✓
Agreement Completion
✓
Software Training
✓
Practice Returns
✓
Diagnostics
✓
Due-Diligence Review
✓
E-file Workflow Training
✓
Rejection Handling
✓
Knowledge Assessment
✓
Security & Compliance Acknowledgment
✓
Final Activation Approval
From Application to Activation
1
Apply
Submit your office profile and strategic goals for initial assessment.
2
Initial Review
Our compliance and intake team reviews your qualifications and credentials.
3
Discovery
A 15-minute consultation to align BRG systems with your office needs.
4
Program Selection
Choose the support tier and software configuration that fits your scale.
5
Agreement & Setup
Formalize the partnership and initiate technical infrastructure deployment.
6
Training & Competency
Complete the mandatory certification roadmap for software and compliance.
7
Activation
Final approval and go-live status for professional tax preparation.
Choose the Right Level of Support
New Tax Office Setup
Best For: Aspiring owners and experienced preparers launching their first independent office.
Primary Need: Core software provisioning, licensing guidance, and fundamental setup support.
BRG Pro
Best For: Existing single-preparer offices and established EFIN holders seeking advanced toolkit access.
Primary Need: Document upload technology, sleek intake tools, and reliable software infrastructure.
BRG 10X
Best For: High-growth multi-preparer offices scaling internal team workflows and operations.
Primary Need: Advanced competency training, comprehensive diagnostics dashboard, and compliance controls.
Service Bureau
Best For: Multi-office operators, enterprise scale groups, and bureaus running large-scale networks.
Primary Need: Full-tier bureau oversight, strategic growth infrastructure, and complete workflow orchestration.
Build the Business—
Without False Promises
BRG provides professional resources, systems, education, technology support, and business-development guidance, but does not guarantee specific clients, return volume, bank-product approval, income, revenue, refund amounts, funding, EFIN approval, or automatic program acceptance.
Service Bureau FAQ
What exactly is a Tax Service Bureau?
A Service Bureau provides comprehensive infrastructure for tax office owners, going far beyond standard software access to combine advanced technology, compliance systems, operational controls, professional training, and dedicated growth support.
Who is the Service Bureau model designed for?
This program is specifically tailored for existing tax office owners, EFIN holders, EROs, expanding multi-preparer offices, multi-office operators, and experienced preparers looking to successfully transition into independent ownership.
Are refund transfers and bank products guaranteed for approval?
No. Bank products are a formal program rather than a simple feature. Individual enrollment, pricing structures, compliance underwriting, and ultimate availability are exclusively controlled and decided by the third-party banking providers.
What training steps are required before our office can go live?
Access strictly follows competency. All participants must complete a thorough pre-live roadmap including software training, practice returns, tax due-diligence review, e-file diagnostics, and security acknowledgments before final activation approval.
How are platform technology access levels configured?
The right people receive the right access. Permissions are segmented into distinct operational tiers—Preparer Access, Office Administrator Access, ERO Controls, and Service Bureau Oversight—depending on office classification and compliance status.
READY TO APPLY?
Tell BRG About Your Tax Office
Complete the Service Bureau application so BRG can understand your office, status, experience, goals, software needs, team structure, and support needs.
Already Approved?
Approved Service Bureau participants should use the onboarding process provided by BRG. This secure registration portal is for approved participants only to establish operations and finish technical deployment.
This onboarding form is for approved participants only. New applicants should complete the Service Bureau application first.
BUILD. FUND. PROTECT. GROW.
Ready to Build a Stronger Tax Office?
If you are ready to strengthen your software, systems, training, compliance, team structure, and growth infrastructure, begin your journey with the BRG Service Bureau application today.
MORE THAN TAX SOFTWARE
Build the Business Behind the Tax Office
A strong tax office needs more than tax software.
BRG Firm helps Service Bureau partners strengthen the business behind preparation through strategy, bookkeeping, financial management, funding readiness, systems, compliance support, professional training, and long-term growth planning.
Whether you are building your first office, expanding a team, adding locations, strengthening profitability, or preparing for the next stage of growth, BRG can connect you to the right business support.