TAX SERVICE BUREAU PARTNERSHIP

Tax Service Bureau Partnership by Gold Shield Tax & Insurance

Grow Your Tax Business With a Trusted Service Bureau Partner

The tax industry is evolving quickly, and today’s tax professionals need more than software — they need a strategic partner.


 At Gold Shield Tax & Insurance, our Tax Service Bureau Partnership Program equips you with the support, technology, and resources required to build a successful, profitable, and compliant tax business.

Whether you’re starting out, expanding your office, or managing multiple locations, Gold Shield Tax & Insurance provides everything you need to elevate your tax operation.

Why Partner With Gold Shield Tax & Insurance?

1. Industry-Leading Professional Tax Software

Our secure, high-performance software is designed for speed, accuracy, and simplicity.

  • Seamless e-filing
  • Bank product integration
  • Office management tools
  • Mobile client features
  • IRS compliance and accuracy checks

With Gold Shield Tax & Insurance, you process more returns in less time — with fewer errors and greater client satisfaction.

  1. Complete Training & Onboarding

Gold Shield Tax & Insurance ensures that you and your team are fully prepared to operate confidently and professionally.

We offer:

  • Complete software training
  • Annual tax law updates
  • Due diligence and compliance guidance
  • Marketing and business operations coaching

Whether you’re new or experienced, we help you stay compliant, efficient, and competitive.

  1. Year-Round Dedicated Support

The Gold Shield Tax & Insurance support team is available when you need us most.

We provide:

  • Technical and software support
  • IRS e-file assistance
  • Bank product troubleshooting
  • Office and workflow setup guidance

Our experts stay with you through peak season — and all year long.

  1. Bank Products & Refund Solutions

Offer your clients fast, flexible financial options through Gold Shield Tax & Insurance:

  • Refund Transfers (RT)
  • Refund Advance Loans (RAL)
  • Prepaid card options
  • Direct deposit solutions

These modern refund tools help you attract more clients and boost office revenue.

  1. Earn More With Revenue-Sharing Opportunities

As a partner with Gold Shield Tax & Insurance, you gain access to multiple income streams:

  • Service bureau fees
  • Software add-on fees
  • Bank product compensation
  • Multi-office overrides

We help you build not just a tax office — but a scalable, year-round business model.

 

  1. White-Label Branding & Marketing Support

Grow your brand with help from Gold Shield Tax & Insurance:

  • Custom-branded tax software
  • Professionally designed marketing materials
  • Website development and digital branding
  • Social media templates
  • Client communication tools

We ensure your tax business stands out professionally in your market.

Who Can Benefit From Partnering With Gold Shield Tax & Insurance?

Our partnership program is ideal for:

  • New and experienced tax preparers
  • Multi-office owners
  • Accounting and bookkeeping businesses
  • Entrepreneurs entering the tax industry
  • Professionals seeking to expand services or earn recurring income

No matter the size of your business, Gold Shield Tax & Insurance helps you grow with confidence.

How the Partnership Works

  1. Book a Consultation with a Gold Shield Tax & Insurance representative.
  2. Choose Your Software Package — single or multi-office options available.
  3. Get Trained & Onboarded with full support from our expert team.
  4. Launch Your Office and begin filing returns efficiently and confidently.

Receive Ongoing Support and continuous business growth guidance.

Why Tax Professionals Trust Gold Shield Tax & Insurance

  • High customer satisfaction
  • Transparent pricing
  • Advanced, IRS-compliant software
  • Proven support and training systems
  • A true partnership focused on your long-term success

Start Growing Your Tax Business With Gold Shield Tax & Insurance

A reliable Service Bureau can turn a “busy” tax season into a profitable one.
 With Gold Shield Tax & Insurance, you gain a dedicated partner committed to your growth, efficiency, and success.

📩 Get Started Today
 Contact Gold Shield Tax & Insurance to learn more about partnership benefits, pricing, and onboarding.

Get Your Free Insurance Consultation

Comprehensive insurance solutions from 26+ carriers – Life, health, Medicare, disability, and business coverage all under one roof.

Schedule Your Free Insurance Consultation

Or email us directly: info@goldshieldtax.com

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