Swift Financial Partners

You will need a strong understanding of the services you can offer and a basic knowledge of the tax industry. Additionally, you need the resources and infrastructure to provide quality services.

The startup cost varies depending on the services offered, the business size, and resources you already have available. We can provide a Service Bureau package that caters to your exact needs when you sign-up here.

The setup time depends on the services offered and the chosen business model. Typically, you can establish a Service Bureau in a relatively short time.

The benefits include providing tax professionals with essential resources and expertise, the potential to earn a 6 to 7 figure income, and the growth potential provided by the Service Bureau business model.

An Electronic Filing Identification Number (EFIN) is issued by the IRS to authorize tax preparers to e-file tax returns. It’s essential for any tax preparer who plans to file returns electronically using tax software, like SFPWorks.

Usually 4–6 weeks depending on fingerprinting and suitability review.

Yes, you can apply under your personal name, but many preparers form an LLC before applying.

Yes, each physical location where returns are filed requires its own EFIN.