Tax Infrastructure Playbook™ – Service Bureau Edition

Tax Infrastructure Playbook™ – Service Bureau Edition is a comprehensive, compliance-focused operations manual designed for professionals building or scaling a tax Service Bureau. This digital playbook outlines the proper entity structure, banking setup, software provisioning, ERO onboarding, team support models, and risk governance required to operate at an institutional level—without engaging in tax preparation or filing activities. Built for serious operators, this guide emphasizes structure, separation, and long-term scalability.