Kredit Konsulting · Service bureaus & tax preparation
Own your tax office. Keep every fee you earn.
Open your own service bureau with software, bank products, a full CRM, and real support behind you — no franchise fees, no revenue splits. Or let our office prepare your return, start to finish.
Start here
Two ways to work with Kredit Konsulting.
Tax professionals come to us to build a business they own. Taxpayers come to us to get their return done right. Pick the one that fits you today.
For tax professionals
Become a service bureau
Run your own tax office under your own brand. We handle IRS registration, software, bank products, and first-season support so you can focus on clients — and keep what you earn.
- Keep 100% of your preparation fees
- White-label software, website, and CRM under your brand
- Unlimited e-filing across all 50 states
- Bank products, refund advances, and disbursements
- Add offices and sub-preparers as you grow
For individuals & businesses
File your taxes with us
Start with a short intake form. Your preparer reviews your income, dependents, and documents before your appointment and looks for every credit you qualify for.
- Individual and business returns
- Secure document upload
- Preparer review before anything is transmitted
- Refund advance and direct deposit options
- Members Portal for documents and e-signatures
Service Bureau
Tax software that pays you first.
Most tax professionals discover the same thing around year three. The returns are getting filed, the client list is growing, and the office still is not paying what it should. The money goes out the back — to franchise fees, revenue shares, and platform charges nobody explained up front.
Kredit Konsulting closes that back door. You keep 100% of your preparation fees, with no splits and nothing buried in the fine print. You get cloud software, unlimited e-filing, client portals, a mobile app, and a full CRM — and you own the business built on top of them.
We work with solo preparers taking on their first paid season, EROs opening a second office, and bureau owners running teams across multiple states.
Who we serve
- Paid preparers (PTIN)
- Yes
- Electronic return originators
- Yes
- Service bureau owners
- Yes
- Individual returns
- Unlimited
- Business returns
- Included
- Revenue share taken
- None
What comes with your bureau
Cloud-based software
Client files, transmissions, and team activity in one live dashboard, from anywhere.
Unlimited e-filing
All 50 states at no extra cost, individual and business returns.
Bank products & refunds
Refund advances, direct deposits, and check disbursement through banking partners.
Full CRM included
Leads, pipelines, SMS and email, drip campaigns, e-signatures, and reporting.
Branded website & app
A mobile-ready site wired into your CRM and live from day one.
Built-in marketing
Flyers, social templates, and promo kits so the office never goes quiet.
Audit protection
Audit support, encrypted storage, and identity protection on every return.
24/7 human support
Real preparers and technicians on call through peak weeks — no bots.
How we get your bureau open
We stay on the phone through your first season instead of handing you a login and wishing you luck.
- 1
PTIN
Registration or renewal handled for you.
- 2
IRS Tax Pro account
Set up in your name.
- 3
EFIN application
Support filing for your office.
- 4
Software & bank products
Plus entity set-up, CRM, and website.
- 5
Your first season
Filing with support behind you.
Packages & pricing
Choose your
Transparent pricing. Premium tools. Each plan is built to help you grow — from solo preparers to full-scale bureaus.
Desktop
Per registered EFIN
Upon request for individuals who do corporate returns
- Desktop or Dashboard
- All States Included
- Unlimited E-filing
- Business Package
- Paper Cut
- Bank Product Registration
Service Bureau
Complete enterprise package
One-time investment · Full white-label suite
- Unlimited Software
- Co-Branding Included
- Full CRM Included — leads, pipelines, SMS, calendar & more
- Website Included
- Office Setup
- Dedicated Tech Support
- Your Own Tech Support Team
- E-file Support
- Bank Product Registration Assistance
- Backend Fee Training — learn exactly how you earn
Pro Web
Per registered EFIN
Cloud-based · Work from anywhere
- All States Included
- Unlimited E-filing
- Paperless Office
- Bank Product Registration
Not sure which package fits? Book Now with Kate
Tax Preparation
Your return, prepared and reviewed by a real preparer.
Individual or business, simple or complicated. Here is exactly what happens after you fill out the intake form.
- 1
Fill out the intake form
Tell us your filing status, dependents, and income sources. It takes a few minutes.
- 2
Upload your documents securely
W-2s, 1099s, and anything else your return needs — no email attachments.
- 3
Your preparer reviews everything
Before your appointment, so the time is spent on answers and on the credits you qualify for.
- 4
You approve, we e-file
Nothing is transmitted until you have reviewed and signed.
- 5
Track your refund
Choose direct deposit or a refund advance, then follow your status through the Members Portal and the IRS.
About the CEO
Meet Kate, founder of Kredit Konsulting.
Kate is the founder and CEO of Kredit Konsulting, and she built it around one belief: the people doing the work should be the people who own it. She is passionate about helping people — whether that means getting a return prepared right or getting a new tax business off the ground.
Her favorite work is opening doors. Kate walks aspiring owners through every step of starting their own service bureau, from PTIN and EFIN to software, bank products, and a first season with real support behind them. She measures success by how many of her partners stop needing permission to grow.
That shows up in how Kredit Konsulting runs day to day. Pricing is stated plainly. Support answers during the weeks that matter. And when a bureau owner is ready to add a location or bring on preparers, the answer is a walkthrough, not an upsell.
Her mission: open new opportunities for anyone ready to own their own service bureau.
Community
Join my community.
You don't have to build alone. Pick the room that matches where you are and grow next to people walking the same road.
For bureau owners
Service Bureau Community
The inner circle for Kredit Konsulting bureau owners.
- Strategy sessions with Kate and the team
- Marketing playbooks and partner discounts
- Help adding offices and sub-preparers
For tax preparers
Tax Preparers Community
For preparers building their skills and their client list.
- Trade filing strategies with other preparers
- Work through difficult returns together
- Stay ahead of IRS updates through peak season
Get started
Choose your next step.
Every option goes straight to our office. No obligation, no pressure.