Learn About Xpert Tax Solutions

The Only Software Provider You'll Ever Need!


Whatever your reasons for wanting to become a Tax Service, we've been there. Whether it's dealing with high back-end fees, frustrations with other providers, or simply aspiring to be your own boss – we understand. Our mission is to provide comprehensive solutions to every aspect of your business growth and scaling journey.

  • What's is a ERO/Service Bureau

  • ERO Training/Scale

  • Software System Navigation

  • EFIN Process

  • Fees/Add On fees

  • Mindset

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What's Included With Xpert Tax Solutions


Each bank product funded through your software results in a "Service Bureau Fee" paid directly to you as the Service Bureau in real-time by the customer.


Besides Prep Fees, you can also utilize other fees paid by customers, including E-file & Doc Prep, Transmission Fees, Service Bank Fees, Audit Protection Fees, and Add-on Fees. We offer detailed training on how to effectively incorporate these fees into your company, and they are typically paid to you in the first week of July.


We’ve Created A Beginner/Existing -Friendly Mentorship To Help You Grow and Scale Your Business