Tell us about
your business.
Share the basics about your practice and what type of relationship you’re exploring.
THE PARTNERSHIP EDITION / 03Do your thing.
Do your thing.
Think bigger
together.
Your business is yours. Explore a Service Bureau relationship designed for independent tax professionals looking for a business connection.
Explore partnershipRIGHT CHOICE / PARTNERSHIP
YOUR AMBITION.BETTER IN CONNECTION ↗
R+C
YOUR BUSINESS.YOUR AMBITION.BETTER IN CONNECTION ↗
GROW
WITH
INTENTION.
WITH
INTENTION.
A PROFESSIONAL CONNECTIONIndependence
Independence
looks good on you.
Already running a tax office or exploring a Service Bureau relationship? Start with a real conversation about your business, your experience, and partnership eligibility.
INDEPENDENT BUSINESS. INTENTIONAL PARTNERSHIP.Tell us about
Review the
program fit.
We’ll discuss current Service Bureau qualifications and the relevant program terms.
Move forward
with clarity.
Approved applicants proceed through the applicable agreement, compliance and onboarding process.
A CLEARER WAY TO PARTNER
Let's talk possibility.
Service Bureau return-based fees, where applicable, follow the approved qualifying prior-year Right Choice bank-product volume schedule. Cash/direct-pay returns do not incur a Right Choice return-based Service Bureau fee; provider fees may be separate. Current participation terms are confirmed before approval.
Ask about partnership