Trillionheir Management | Tax Business Launch Platform
Complete Tax Business Launch Platform

Build a Profitable

Tax Business
In as little as 24 hours

Everything you need to start, grow, and scale your tax business—all in one complete platform. From software and IRS EFIN guidance to marketing, automation, training, and ongoing support, we’ve built the system so you can focus on making money.

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Start From Home or Open an Office Professional Tax Software Multiple Revenue Streams IRS EFIN Guidance Bank Products Unlimited Training & Support
★★★★★
Trusted by Tax Professionals Nationwide Training · Software · Systems · Support
Everything Included

Why Choose

Trillionheir Management

We don’t just sell tax software—we help entrepreneurs build successful tax businesses. From your first client to managing multiple locations, we’re with you every step of the way.

Business Setup

  • IRS EFIN assistance
  • Professional tax software
  • Bank products
  • Remote or office setup

Training

  • Tax software boot camp
  • Business boot camp
  • Corporate return training
  • Virtual office systems

Marketing

  • Branded marketing kits
  • 30 days of content
  • Ad templates
  • Marketing guidance

Technology

  • Branded CRM
  • Bank-product integrations
  • Partner portal
  • Private community

Growth

  • Multiple revenue strategies
  • Pricing customization
  • Team expansion systems
  • Service Bureau upgrade

Partner Support

  • Live one-on-one assistance
  • Ongoing live training
  • Software updates
  • Community support

Office Systems

  • Client onboarding
  • Document collection
  • SMS and email reminders
  • Reporting tools

Lifetime Value

  • Full business system for life
  • Continual offers
  • Unlimited e-filing
  • Systems designed to scale
Reality Check

One Decision Could
Change Your

Financial Future

Continue Waiting

  • Continue working to build someone else’s business.
  • Watch another tax season pass by.
  • Wonder what might have been.
or

Build Your Own

  • Build your own tax business.
  • Create multiple streams of income.
  • Earn revenue beyond tax preparation.
  • Grow your business year after year.

Now let’s see what’s possible.

Calculate ERO Earnings
Income Potential

How Much Money Are You

Leaving on the Table?
$
$
$
Estimated Gross Service Bureau Revenue
$1,689,900

This projection uses an estimated 200 funded returns per enrolled ERO office and combines software-sale revenue, Service Bureau fees, and transmission fees.

Software sale revenue $9,900
Total funded returns 20,000
Revenue per funded return $84
Funded-return fee revenue $1,680,000

Estimates are illustrative only and do not guarantee income. The calculator assumes 200 funded returns per ERO office. Actual results depend on enrolled offices, funded-return volume, pricing, expenses, product participation, compliance, market conditions, and execution.

Additional Earning Potential

Your calculated revenue is only part of your earning potential. You can also earn additional income by adding an upcharge to optional protection products to each funded return.

Audit Protection

Base Cost $62
Maximum Selling Price $142

DefendMyID

Base Cost $49.95
Maximum Selling Price $149.95

These earnings are not included in the calculator results.

Trillionheir Management | Choose Your Tax Business Path
Choose Your Path

Which Program Fits You?

No more giving away your hard-earned revenue while building another company. Choose the path that matches the business you want to own.

I’m Starting My Tax Business

Become an Electronic Return Originator

Built for first-time preparers, tax professionals, bookkeepers, CPAs, financial professionals, and entrepreneurs.

$0 one-time setup
program fee
  • Build your own tax business
  • Professional tax software included
  • Remote office and EFIN guidance
  • Training, marketing, and support
  • Multiple ways to earn revenue
Start My Tax Business
I Want to Own a Service Bureau

Become a Service Bureau

Ideal for tax office owners, entrepreneurs, multi-office businesses, tax software resellers, and franchise owners.

$499 one-time lifetime
program fee
  • Build your own ERO network
  • Recruit and manage multiple offices
  • Keep your backend fee revenue
  • Offer software under your brand
  • Grow beyond seasonal preparation
Become a Service Bureau
More Than Tax Prep

Seven Ways to Make Revenue

Build a business with multiple income opportunities instead of relying on one preparation fee alone.

Tax Preparation Fee

Earn income for preparing and professionally filing client tax returns.

Audit Protection Add-On

Offer optional audit support and earn from the product upcharge.

Transmitter Fee Add-On

Add a transmission fee to qualifying funded returns.

Service Bureau Fee Add-On

Earn a bureau fee for returns processed through offices in your network.

Identity Theft Add-On

Offer identity protection and earn additional product revenue.

Document Prep Fee

Charge for document preparation, organization, and support services.

E-File Fee

Earn a separate electronic filing fee when permitted and disclosed.

Partner Opportunities

Expand through referral, affiliate, and strategic partner programs.

Affiliate Sign Up
Simple Launch Path

How It Works

A guided seven-step journey from choosing your program to launching with confidence.

Choose Your Program

Select the path that matches the business you want to build.

1

Complete Enrollment

Fill out your secure online enrollment form.

2

Select Your Package

Choose the software and support package that fits your goals.

3

Complete Payment

Use the secure checkout or approved payment option.

4

Receive Access

Get access to your software, portal, and launch resources.

5

Begin Training

Follow guided training for software, systems, and growth.

6

Launch Your Business

Start serving clients and building your revenue network.

7
A Complete Business System

Why Entrepreneurs Choose Trillionheir

See how a growth-focused partnership goes beyond tax software alone.

Feature Trillionheir Typical Software Provider
Tax SoftwareIncludedOften
IRS EFIN GuidanceIncludedSometimes
Business Boot CampIncluded×
Branded CRMIncluded×
Marketing SystemIncluded×
Done-for-You AutomationsIncluded×
30 Days of ContentIncluded×
White-Label TrainingAvailable×
Partner CommunityIncluded×
Multiple Revenue StreamsSeven WaysLimited
Service Bureau UpgradeAvailableRare
Unlimited CoachingIncludedLimited
Success Stories

Real Businesses. Real Growth.

Discover how Trillionheir Management helps entrepreneurs build stronger systems, scale with confidence, and turn their business goals into real results.

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Frequently Asked Questions

Questions Before You Launch

No. The ERO starter path is designed for beginners and experienced professionals. Training, software guidance, business systems, and support are included so you can build the right foundation.

Yes. You can operate remotely with secure software, digital onboarding, electronic document collection, and virtual communication tools. You may also expand into a physical office later.

An EFIN is required to electronically file client returns as an authorized IRS e-file provider. Guidance is included to help you understand the application process and prepare the required information.

Yes. Many EROs grow into Service Bureau ownership after building experience, systems, and a network. The upgrade path is available when your business is ready to scale.

Yes. Training resources are included to help you learn the software, understand operational workflows, build your business systems, and prepare for tax season.

Business setup timing depends on your selected program, completed enrollment, payment, EFIN status, software activation, and any third-party approval requirements. Some platform access can begin quickly, while regulatory approvals may take longer.

Financing and payment-plan options may be available for eligible packages and applicants. Contact the support team for current terms, eligibility, and available options.

Ready to Launch?

Stop Waiting.
Start Building.

Whether you are preparing returns yourself or building a network of tax offices, Trillionheir Management gives you the tools, training, and systems to grow with confidence.

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