Service Bureaus

Define a Service Bureau

A Service Bureau under Ka’Lu Financial Services is a fully independent tax preparation business that operates under its own brand, website, and private label identity.

While independent, our Service Bureau partners benefit from full 24/7 access to Ka’Lu Financial Services’ Back Office CRM and Support Team, ensuring that you have the tools, resources, and expertise to run a compliant and profitable operation year-round.

If you do not yet have an EFIN (Electronic Filing Identification Number) or PTIN (Preparer Tax Identification Number), our team will assist you step-by-step in obtaining them quickly and accurately.

How a Service Bureau Differs from a Tax Office

Tax Office

  • Operates as an extension of Ka’Lu Financial Services
  • Uses Ka’Lu Financial Services’ branding and structure
  • Office Manager is trained and supervised by Ka’Lu
  • Corporate provides direct oversight
  • Ideal for those who prefer guidance and brand association

Service Bureau

  • Operates as an independent entity
  • Uses its own private branding, website, and marketing
  • Owner manages and oversees their own team
  • Corporate provides back-end support only
  • Ideal for entrepreneurs seeking independence and private control

For More Information

Complete the form below and a Ka’Lu representative will contact you:

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Last name
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