Build a team of preparers under your bureau.
A service bureau supports a network of independent preparers with software, bank products, training and support — and grows as its preparers grow. If you can recruit and lead preparers, explore partnering with Bridgepoint Tax Solutions.
Recruit and support preparers
Bring preparers into your own network — new preparers you train and experienced pros ready to go independent.
Earn on your network's activity
Bureau partners typically earn on applicable software and bank-product fees from their preparers' returns. Your specific override structure is confirmed in your partner agreement.
White-label options
Where available, present the software and materials under your own bureau brand.
Recruiting materials
Practical materials and messaging to help you recruit preparers in your community.
Partner dashboard
See your preparers' activity, returns and status through the season.
Team training
Onboarding and training resources you can use with every preparer you bring on.
Illustrative gross preparation-fee estimates only—not profit, take-home pay, or a guarantee of earnings. Actual results vary with volume, pricing, expenses, product fees, location, experience, and individual effort. The franchise comparison uses an editable example split, not a market-wide average.
Is partnering a fit for you?
- You already lead, train or refer tax preparers — or have a community network that wants to start
- You want to grow beyond your own client list
- You're prepared to support preparers through the season and hold them to compliance standards
- You understand bureau earnings depend on your network's volume and aren't guaranteed
Compliance stays with every preparer
Each preparer in your network still needs their own PTIN, and e-filing requires an authorized e-file provider relationship with the IRS. Due-diligence requirements, data-security obligations and taxpayer-consent rules apply to everyone who handles returns. A well-run bureau makes compliance part of onboarding — and never lets anyone file under someone else's credentials.