LEARN
HOW TO GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS

WE HELP ALL TYPES OF TAX PRO'S AND SERVICE BUREAUS (BEGINNER, INTERMEDIATE, AND EXPERIENCED), GROW THEIR BUSINESSES TO THE NEXT LEVEL FROM START TO FINISH.

At JBU SERVICES & MORE , we understand that taxes are not just about numbers and crunching figures. They are about unlocking opportunities and securing a prosperous future. That's where we come in: your trusted partner in maximizing your financial potential. Embrace this remarkable opportunity and embark on a rewarding journey with us today!

STEPS TO GET STARTED

STEP 1:

PURCHASE YOUR

PREFERRED PACKAGE

STEP 2:

REVIEW & SIGN

YOUR AGREEMENT

STEP 3:

SCHEDULE YOUR

ONBOARDING MEETING

STEP 4:

OPEN YOUR TAX

BUSINESS

OUR PACKAGES

LEVEL 1

SOFTWARE PACKAGE

ONLY $149 | WAS $599

NO EFIN REQUIRED

PTIN REQUIRED

LEVEL 2

SOFTWARE PACKAGE

ONLY $299 | WAS $999

EFIN REQUIRED

PTIN REQUIRED

LEVEL 3

SOFTWARE PACKAGE

ONLY $999 WAS $1,599

EFIN REQUIRED

PTIN REQUIRED

LEVEL 4

SOFTWARE PACKAGE

ONLY $1,999 | WAS $3,999

EFIN REQUIRED

PTIN REQUIRED

INTERESTED IN THIS LEVEL

FILE FROM THE COMFORT OF YOUR HOME WITH JBU SERVICES & MORE MOBILE PHONE APP (1).jpg

WHY CHOOSE US?

Expert Training & Advanced Technology

At JBU Services & More, we equip you with everything you need to run a successful tax business. From day one, you’ll receive comprehensive training and access to industry-leading technology all backed by the strength and reputation of an established company. Our tools and resources are designed to set you up for long-term success..

Marketing Strategies

Success in the tax industry isn’t just about preparing returns it’s about attracting and retaining clients. That’s where we come in. Our intuitive software makes tax preparation simple and fast, but the real challenge is bringing customers through your door. We share our time-tested marketing strategies and guerrilla tactics that have helped countless entrepreneurs thrive. With our guidance, you’ll master the art of local marketing and build a strong client base.

Personal Coach

You won’t be navigating this journey alone. Your personal coach is a seasoned professional who has both operated a successful tax office and mentored aspiring business owners. They’ll serve as your go-to resource for marketing support, operational advice, and cost-effective strategies for setting up your office. From setup to scaling, your coach will help you every step of the way.

WHAT OUR MENTEES ARE SAYING

TESTIMONIAL

With Lyneque’s coaching at JBU, I filed 100+ returns as a Level 1 Preparer. I highly recommend her! Can’t wait to grow a stronger team!”

— Tiffany R., Level 1 Preparer.

As a Level 3 Reseller, Lyneque helped me build a 6-figure business and team. Thank you for the support and expertise!”

— Marcus H., Level 3 Reseller

Lyneque believed in me from day one. I hit 5 figures as a Level 2 Preparer and served over 200 clients. Forever grateful!”

— Brittany S., Level 2 Preparer

OUR SERVICES

Join our FREE training Monday to Friday at 7pm EST. Learn from industry experts as they share proven strategies for attracting clients, managing finances, and delivering exceptional tax services. Whether you're a seasoned tax pro or just starting out, this session will equip you with the skills to take your business to the next level. Secure your spot now!

JOIN OUR FREE WEBINAR

Join our in-depth coaching experience designed to take your tax business to the next level. This power-packed session includes strategic planning, marketing execution, team building, tax education, software mastery, and real-world action steps to grow your revenue and client base fast.

SCHEDULE YOUR CALL TODAY

FILE FROM THE COMFORT OF YOUR HOME WITH JBU SERVICES & MORE MOBILE PHONE APP.jpg

OUR BANKING PARTNERS

Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.

Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features

Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.