GUARANTEE: JOIN WITH THE SteadyFlow & START YOUR OWN TAX OR SERVICE BUREAU BUSINESS! **24 x 7 SUPPORT! ** PROVEN RESULTS ** 5 STAR RATINGS **
GUARANTEE: JOIN WITH THE SteadyFlow & START YOUR OWN TAX OR SERVICE BUREAU BUSINESS! **24 x 7 SUPPORT! ** PROVEN RESULTS ** 5 STAR RATINGS **
LEARN HOW TO
GROW YOUR OWN PROFITABLE
TAX OR SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
SteadyFlow
12 min agoSTART, GROW & SCALE Your Own Tax Business
LEARN HOW TO
GROW YOUR OWN PROFITABLE
TAX OR SERVICE BUREAU BUSINESS
We help Service Bureaus expand to over 500 tax partners and assist tax professionals in reaching 500 clients. Discover the secrets to building a successful tax business from the ground up. Our comprehensive program provides the knowledge and tools you need to navigate the complex tax landscape. Learn how to attract clients, manage finances, and deliver exceptional tax services. Gain the confidence and expertise to establish a profitable practice and achieve financial independence.
SteadyFlow
12 min agoSTART, GROW & SCALE Your Own Tax Business
YOUR JOURNEY TO
FINANCIAL FREEDOM
BEGINS NOW!
With SteadyFlow Financial Services, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.
WHERE TO START?
OUR EASY 4 STEPS TO GET STARTED :
SteadyFlow Financial Services
Packages
$189
Junior Package
PTIN Starter Package
Perfect for beginners entering the tax industry.
NOW 189 | WAS $299
70/30 REVENUE SHARE
NO EFIN REQUIRED
$399
Associate Package
Business Builder
Designed for tax professionals ready to establish and organize their business.
NOW 399 | WAS $599
NO REVENUE SHARE
EFIN & PTIN REQUIRED
$999
Executive Package
Growth & Scale
Built for professionals ready to scale operations and increase revenue.
NOW 999 | WAS $1,599
NO REVENUE SHARE
EFIN & PTIN REQUIRED
$1,599
Senior Package
Elite Tax Empire Package
Our premier top-tier package for serious entrepreneurs ready to build a high-performing tax business.
NOW 1,599 | WAS $1,999
NO REVENUE SHARE
EFIN & PTIN REQUIRED
Don't Just Take Our Word For It
WHAT OUR SteadyFlow TAX PROS HAVE TO SAY
SteadyFlow Financial Services is a trusted leader in service bureau growth and co-branded tax software. With over 16 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.
Don't Just Take Our Word For It
WHAT OUR SteadyFlow TAX PROS HAVE TO SAY
SteadyFlow Financial Services is a trusted leader in service bureau growth and co-branded tax software. With over 16 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.
What you will get from us
TRAINING & TECHNOLOGY
With SteadyFlow, 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.
BANKING PARTNERS
REFUND ADVANTAGE
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
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
SANTA BARBARA TPG
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.
Partner With Us Today!
SOFTWARE PACKAGES
IMPORTANT LINK
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