Founding pricing · steps up Sep 1
Fees that shrink as you grow. Payouts your preparers brag about.
Full Service Bureau enablement — or bare platform access if you already know the game.
You’ve run rooms of preparers. You know what a season costs — and what it should pay. Two minutes on the form below and the first call starts at the part you actually care about.
Built by tax-industry operators — since-2008 roots. We’ve opened the offices, run the seasons, cut the payouts. This is the platform we wished somebody had handed us.
Know the game, or learning it — we built for both.
Founding pricing — steps up Sep 1
SVB Bare
- Bare platform access for your whole operation — every EFIN, every preparer, one roof
- Volume-based fee schedule that shrinks as your funded volume grows — quoted in writing before you sign
- Same-day preparer payouts — the ones they brag about
- Support that picks up when you call — and stays out of your way otherwise
SVB Builder
- Everything in Bare
- Bi-weekly one-on-ones all season — a standing seat with an operator who’s run this play
- Your build, step by step: setup, preparer onboarding, season plan
- First-season guardrails — we watch the numbers with you
Custom
- Multiple offices, serious volume, or a shape we haven’t named yet
- Quoted individually — every line in writing before you commit
- No checkout button here on purpose — this one starts with a conversation
Skip the pitch. Get to numbers.
This is the same briefing sheet we’d fill out together on a first call — do it here and the call starts where it should: what your volume actually costs, and what it should pay. Documented prior-season volume places your account straight into its tier — no working your way down the curve.
You bring the book.
We bring the build.
Two minutes on the form and you’re talking to an operator, not an inbox. Founding pricing steps up Sep 1 — the earlier you’re in, the better the math.