Learn How To
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
Efficiency Express Tax Advisors & Associates specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with Efficiency Express Tax Advisors & Associates, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
Learn How To
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
Efficiency Express Tax Advisors & Associates specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with Efficiency Express Tax Advisors & Associates, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
Join Us At
Efficiency Express Tax Advisors & Associates
YOUR JOURNEY TO FINANCIAL FREEDOM BEGINS NOW!
With Efficiency Express Tax Advisors & Associate you’re backend by a dedicated ERO Support Team committed to your success. We proved onboarding, system training, compliance guidance, ticket management, and day-to-day operational support so you can focus on growing your business instead of troubleshooting problems.
As your team expands, we’re here to support both you and your partners with responsive, professional assistance — giving you the confidence to scale without becoming overwhelmed by daily support request.
GET STARTED WITH YOUR OWN TAX BUSINESS Efficiency Express Tax Advisors & Associates HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GUARANTEED!
GET STARTED WITH YOUR OWN TAX BUSINESS Efficiency Express Tax Advisors & Associates HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GUARANTEED!
About Us
At Efficiency Express Tax Advisors & Associates, we believe good tax service starts with understanding our clients and their needs.
We provide tax preparation, tax planning, tax resolution assistance, and year-round tax support for individuals, families, entrepreneurs, and business owners. Our clients come to us for more than just a completed tax return. They want answers, guidance, and a tax professional they can depend on throughout the year.
Efficiency Express also works directly with tax professionals. We provide Electronic Return Originator (ERO) support, mentorship, training, and practice development for professionals who are building or growing their tax businesses. We understand the challenges of running a tax practice because we’ve done it ourselves—from attracting and retaining clients to improving operations, developing a team, and preparing for growth.
Whether we’re working with a taxpayer or another tax professional, our focus is the same: do the work right, communicate clearly, and build relationships that last beyond tax season.
Taxes. Expertise. Done Right. Efficiently.
Where To Start?
4 STEPS TO GET STARTED :
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
Where To Start?
4 STEPS TO GET STARTED :
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
Efficiency Express Tax Advisors & Associates
Software Packages
70/30 Revenue Share
No EFIN required
Tier 1
PTIN Package
Great for beginners ready to start or grow in the tax industry. Get professional software, hands-on support, return reviews, and everything you need to confidently start your tax business.
was $497
NOW ONLY
$250
No Revenue Share
EFIN required
Tier 2
ERO Package
Perfect for TAX PROFESSIONALS ready to run their own business. Keep 100% of your earnings with access to software, expert training, marketing tools, and support to grow with confidence.
was $1,497
NOW ONLY
$750
No Revenue Share
EFIN required
Tier 3
Reseller Package
Built for tax entrepreneurs ready to scale beyond their own office and create an additional stream of income by building a network of tax professionals.
was $1,497
NOW ONLY
$1,500
No Revenue Share
EFIN required
Tier 4
Service Bureau Package
For TAX PROFESSIONALS ready to go big. Including co-branded software, team support, automation tools, and everything you need to scale fast and lead with confidence.
was $4,997
NOW ONLY
$2,500
what you will
get from us
Training & Technology
With Efficiency Express Tax Advisors & Associates, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
Hear it First Hand
WHAT OUR TAX PROS HAVE TO SAY
Efficiency Express Tax Advisors & Associates was built from real industry experience and a passion for helping tax professionals succeed. After years of building a tax business and learning what it takes to grow, we’ve created a platform that combines software, systems, mentorship, and support— all in one place.
Banking Partners
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
Become a partner with us!
Software Packages
Important Links
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