Service Bureau Support for Tax Pros

Join the KD Financials Service Bureau – Built for EROs, Backed by Experience

Exclusively for EROs, the KD Financials Service Bureau is designed to support and scale your tax business with real tools, hands-on coaching, and unmatched back-end value. Whether you’re just getting started or looking to strengthen your operation, we’re here to help you build a firm that runs efficiently and profitably.

What You Get When You Partner with Us:

Powered by TaxSlayer Pro

• Unlimited Returns

• Unlimited Preparers

• Unlimited E-Signatures

• Mobile App Access for you and your clients

Support That Pours Back Into Your Business

• Justifiable back-end fees that reinvest into your success—so your growth is always supported, not hindered.

• Ongoing coaching and strategy sessions to help you build and scale your tax firm.

• Team training available—invite your preparers to my webinars and they will learn the same as you and the other EROS (and the few PTINs) I have on my team except you have full control over the topics and classes they attend.

Exclusive Community Access

When you purchase your software through KD Financials, you gain access to our private support community, which includes:

• Check-ins and accountability calls

• My personal schedule posted regularly so you can book time or attend live Q&As

• Downloadable checklists, templates, and business tools to keep your operations clean and compliant

Business Organization Assistance

Need help getting your back office in order? I’ve got you covered. From EIN applications to due diligence tracking, we provide the resources and step-by-step guidance you need to operate like a pro.

KD Financials has been in the tax industry since 2011, and now I’m opening the door for EROs who want more than just software.

Get the tools, mentorship, and support system your tax business deserves.

Ready to level up?

Contact us today to join the KD Financials Service Bureau and take control of your tax season like never before.

EFIN ENROLLMENT 

This is the form to complete after you purchase the software

REQUEST AN APT 

this is the link to book your software set up and questions you may have about Purchasing software from me.

ERO COACHING SESSION 

(Please only submit this form if you are already a ERO on my team)

Click here to make payment 

Under reference please enter your full name and "SOFTWARE"