
Double Your Tax Business Revenue Without Doing More Returns
Hundreds of tax professionals are building recurring income by becoming service bureau owners. With TaxShield, you can launch your own software brand and start scaling—without extra overhead, new offices, or long hours.
Unlock Limitless Passive Income
Whether you're new to the service bureau business model or looking to transition your service bureau to a more powerful revenue-generating system, we have the tools to help you get started right away.
Choose your path!

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What Is TaxShield?
TaxShield is a turnkey platform that empowers tax professionals to launch and grow their own service bureau businesses. With branded software, integrated CRM tools, and built-in revenue features like funded referrals and bank product payouts, we make it easy to create a new income stream that runs alongside—or instead of—your current tax prep business.
Key Features at a Glance:
- Branded Software
Offer tax software under your own name - Integrated CRM
Track leads, automate follow-ups, and manage growth - Funded Referral System
Pay clients for referrals with no spreadsheets
- Mobile Link for Clients
Remote filing without apps or tech friction - Mass Text Messaging + Call Tracking
Keep clients engaged year-round - Training & One-Click Zoom Support
Never feel stuck or alone
Trusted by Over 600 Tax Pros Nationwide

“I made $100K in my first year without doing a single return. TaxShield’s system is a no-brainer.”
— Mike, Memphis, TN

“The CRM, the support, the mobile tools—it’s all built for growth. I’m at 300+ preparers now.”
— Belen, Atlanta, GA

