Webinars & Demos

Home / About

3 Boss Moves to Launch Your Tax Firm™

TaxSlayer Pro Training: Mastering the Software for Efficient and Accurate Tax Preparation

3 Steps To Automating Your Tax Business

Schedule C Mastery: Unravel the Complexities of Self-Employment Income & Expenses for Tax Pros

Tax Revenue Manager Demo

Maximizing Deductions: An In-Depth Exploration of Itemizations and Deductions for Tax Professionals

2024 OLT Pro Demo

Mastering Care Credit strategies to help clients manage healthcare expenses efficiently.

2024 Tax Slayer Demo

Enhance your expertise in Earned Income Credit. Maximize tax refunds and financial outcomes.

2024 TaxWise Demo

Brand customer service to exceed expectations & retain clients

Make the Shift to Support for Success

Making the shift to a supported Service Bureau is the calculated move of a serious boss in training. TMB Tax Bureau provides you and your staff with education, resources, and software and systems training that can help streamline your operations and improve your overall efficiency. Here are some steps you can take to make the shift:

1. Seek out a business model that you would like to adopt.

2. Research service bureaus: Look for service bureaus that specialize in your desired niche and have a proven track record of providing quality services. Read reviews and testimonials from other clients to gauge their satisfaction levels.

3. Assess your needs: Determine your specific needs and what services you require from a service bureau.This can include payroll processing, HR management, benefits administration, compliance, andmore.

4. Comparecosts: Compare the costs of using a service bureau versus handling these services in-house. Consider factors like software licensing fees, training costs, tech support, and the time and effort required to manage these functions internally.

5. Review the contract and back end fees. Remember that Free software is often times the most expensive option. Make sure all information is complete and filled in prior to signing the contract and all of the expectations and deliverables are outlined with a timeline.

6. Plan the transition: Once you've selected a service bureau, work with them to develop a transition plan that includes timelines, milestones, and benchmarks for success. Make sure your staff receives the appropriate training and support to ensure a smooth transition.

7. Evaluate the results: After the transition, evaluate the results and measure the impact on your operations. Monitor your key performance indicators (KPIs) to ensure that the service bureau is meeting your expectations and delivering the desired outcomes.

8. By taking these steps, you can make a successful shift to a supported service bureau that can provide you with the education, resources, and systems training you need to improve your business operations and drive success.

READY TO MAKE THE TRANSITION?

TMB TAX BUREAU ---- --

TMB: Pioneering the Digital Landscape with Ingenious and Reliable Software Solutions. Enhance operational efficiency, optimize user engagement, and manage digital transformation effortlessly.

Address ---- --

2100 N Eastern Avenue

Moore, Oklahoma, United States, 73160

© Copyright 2025. TMB TAX BUREAU. All rights reserved.