national Service Bureau Conference

1,500+ tax offices and 100,000+ bank products in one room


About the National Service Bureau Conference:

The National Service Bureau Conference is an annual gathering of all tax service bureaus across the nation. In one room you can reach over 1,500 tax offices and over 100,000 bank products.

Service bureau directors and managers exchange ideas, strategies, and best practices.

The Conference includes educational panels, premium networking, and a product showcase so service bureaus can have what they need to sign up more tax offices, produce more bank products, and make more money.

National Meetings

May 9 – Zoom Virtual

July 31 – Meetup at the Orlando IRS Tax Forum

Sept 11 – Meetup at the San Diego IRS Tax Forum

Nov 20 – Houston

May 9 Agenda

9:30am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference, meeting dates

9:40am PT – How to Start a Service Bureau – Mauricio Castro, Ian Willison, & Graham Railey

10:00am PT – Data Cybersecurity – Mejico Angeles y Jose Lara (Tax Pro Tech), Drake, EPS Financial

10:20am PT – How to Launch a Tax Franchise (Speede Tax)

10:40am PT – Service Bureau Tech (Crosslink), Refund Advantage

11:00am PT – Driving Revenue through TPG product set – Dawn Spivey

11:20am PT – Lead Generation and Support of Running a Service Bureau – Ian Gardner

11:40am PT – Grow your sales with the right tech tools – TaxComm

12:00pm PT – Upcoming meetings and events

Conference Agenda & Curriculum

Office Setup, Operations, & Tech

– Tax softwares available
– Bank Product Options
– Cyber Security
– Taxpayer Advance Loans
– Tax Office Loans
– Phone systems, website, CRM

Marketing & Sales

– Software branding & logo design
– Recruit new offices
– Software and bank product pricing
– Social media marketing
– Product bundles
– Sub-service bureaus


Training & Support

– Train new tax offices
– Tax Season Updates
– Software training
– Support dos & don’ts
– Call center setup
– Employee training


Wednesday November 20

✅ 1,500+ tax offices and 100,000+ bank products in one room

✅ Network with banks, softwares, and service bureaus

✅ Discover new innovative products to sell

✅ Includes access to Emprende Tax Nov 21 & 22

✅ Emprende Service Bureau Operations Manual

✅ Access to video recordings

Attend + Network

Includes 2 tickets
For those looking to start and grow a service bureau
$ 595

Exhibit + Sponsor

Includes an exhibitor table with 4 tickets
For those looking to sell their product or service
$ 3,995

Sponsors and Partners