More Than Tax Software

Built for Tax Pros, EROs, Service Bureaus
Focused on Your Growth.

TSOC (The Sector of Collectives) is a private nationwide ecosystem where independent preparers, EROs, and firm leaders keep 100% of what they earn — no splits, no middleman.

Who The Sector Is

2,000+ independent tax preparers, ERO owners, and Service Bureau leaders — united by 100% fee retention and full business ownership.

What The Sector Does

Tax software, EFIN credentialing, Service Bureau mentorship, and year-round live Open Office support.

Tax Software: Cloud & desktop access, zero split fees.
ERO & EFIN Enablement: IRS e-Services, ID.me, & compliance support.
Daily Live Open Office: Coworking, attorney Q&As, & revenue strategies.
100% Fee Retention • 0% Split
Diverse community of tax professionals collaborating in a modern office setting
ConnectCreateConquer

Connect with peers. Create scalable revenue models. Conquer the tax industry on your own terms.

OUR CORE

THE COLLECTIVE GROWTH ECOSYSTEM

Everything you need to grow — software, training, community, and scaling systems.

Program 01Read Guide

Open Office Community

Best For:All Tax PreparersAccounting OwnersBookkeepers

Daily live coworking, software support, and attorney Q&As — one place to get unstuck.

Includes:

  • Daily live office hours
  • Direct software support
  • Attorney Q&A sessions
  • Bookkeeping guidance
  • Wellness & mindset resources
Program 02Read Guide

Tax Software Access

Best For:New PreparersIndependent ProsGrowing Firms

Professional tax software built for independent preparers. Start filing right away.

Includes:

  • Professional tax software access
  • Bank product enrollment
  • Training guides & walkthroughs
  • Technical support
  • Community access
Program 03Read Guide

TaxPro EFIN Enablement Program

Best For:Experienced PreparersAspiring Entrepreneurs

Keep 100% of your fees. Become an ERO and take full control of your business.

Includes:

  • ERO application guidance
  • IRS e-Services setup
  • ID.me & fingerprinting support
  • Compliance review
  • Software implementation
Program 04Read Guide

ERO Growth Program

Best For:Established EROsGrowing Firms

Coming soon — scale an existing ERO practice with a dedicated growth track. Book a call to get on the list.

Includes:

  • Details coming soon
Program 05Read Guide

Service Bureau Growth Program

Best For:Established EROsMulti-preparer officesScaling networks

Build a tax business that supports and licenses other professionals.

Includes:

  • Phase 1: Business & Systems Audit
  • Phase 2: Offer & Pricing Strategy
  • Phase 3: Tax Pro Onboarding Systems
  • Phase 4: Scale & Recruitment
  • White-label system templates
Program 06Read Guide

Add-on Services

Best For:All Tax OfficesAccounting FirmsGrowth-minded Pros

Offer bookkeeping, credit coaching, business registration, and referrals. Earn year-round revenue beyond tax season.

Includes:

  • Bookkeeping & payroll strategies
  • Credit repair & financial coaching tools
  • Business registration & LLC filing guide
  • Banking & financial referral setup
  • Year-round client retainer models
Program 07Read Guide

CRM & Automation

Best For:Growing FirmsMulti-preparer OfficesService Bureaus

Automate your office. Set up automated client intake, calendar scheduling, and email follow-ups so your team spends less time on admin.

Includes:

  • Automated client intake pipelines
  • Calendar & appointment scheduling
  • Encrypted document collection
  • SMS & email client reminders
  • Centralized office console integration

What stage is your tax business at?

Take the 30-second quiz to find the right software setup and mentorship for your team.

Step 1 of 3
Business Router

How many tax returns does your office/team file annually?

0+Years Supporting Tax Pros

Training, setups, and systems for tax professionals since 2014

0+Independent EROs Supported

Firms that transitioned to keeping 100% of their fees

0+Active Community Members

Attorney Q&As, bookkeeping, wellness, and coworking — all year

4.9

Average Client Rating

Google Business & Trustpilot verified reviews

IRS E-File Partner

Authorized Provider

Compliant with IRS security standards & Publication 1345

Integrated Bank Products
TPGRefund Transfers
Republic BankBank Products
Refund AdvantageFee Deduct
Santa BarbaraTPG Network
Trusted by EROs across the nation
Apex Tax Group
Gold Star Prep
Legacy Tax Services
National Tax Bureau
Prime Financials
Summit ERO Partners
+500 More
Client Stories

Proven Success in the Community

Real stories from tax pros who became independent EROs and Service Bureaus.

"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."

Tasha M.

Tasha M.

ERO & Firm Owner

Atlanta, GA

"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."

David C.

David C.

Service Bureau Owner

Dallas, TX

"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."

Marcus K.

Marcus K.

Independent Tax Preparer

Houston, TX

"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."

Alicia R.

Alicia R.

Multi-Location Firm Owner

Chicago, IL

"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."

Sarah P.

Sarah P.

Firm Owner

Tampa, FL

"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."

James L.

James L.

Service Bureau Operator

Charlotte, NC

"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."

Elena R.

Elena R.

Tax Consultant

Phoenix, AZ

"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."

Tasha M.

Tasha M.

ERO & Firm Owner

Atlanta, GA

"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."

David C.

David C.

Service Bureau Owner

Dallas, TX

"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."

Marcus K.

Marcus K.

Independent Tax Preparer

Houston, TX

"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."

Alicia R.

Alicia R.

Multi-Location Firm Owner

Chicago, IL

"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."

Sarah P.

Sarah P.

Firm Owner

Tampa, FL

"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."

James L.

James L.

Service Bureau Operator

Charlotte, NC

"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."

Elena R.

Elena R.

Tax Consultant

Phoenix, AZ

FAQs

TSOC (The Sector of Collectives) is a community for tax professionals — professional tax software, EFIN setup support, Service Bureau mentorship, and daily live coworking to help you grow a successful tax business.
No — you can start using our software right away without an EFIN. If you want one, our TaxPro EFIN Enablement program walks you through every step of the IRS application.
An ERO files returns directly for clients. A Service Bureau licenses software to other preparers, supports their offices, and earns recurring income on every return they process — it's how you scale beyond your own filings.
Our programs run on simple annual agreements. Pick the support level that fits your business and budget — no surprise fees or hidden splits.