Tax Office

Define a Tax Office

A Tax Office under Ka’Lu Financial Services operates as an extension of our company. Each office receives full administrative, technical, and compliance support from our corporate team.

The Office Manager must:
  • Hold a valid EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number).
  • Successfully complete Ka’Lu Financial Services’ Certified Tax Training Program.

This structure allows your office to function with confidence, integrity, and complete operational support from our headquarters — while benefiting from our professional systems, software, and mentorship network.

How It Differs from a Tax Service Bureau

Tax Office

  • Operates under Ka’Lu Financial Services
  • Uses our brand, training, and systems
  • Receives full company support
  • Corporate handles setup, software, and structure

Tax Service Bureau

  • Operates independently
  • Has its own private brand and label
  • Is self-sufficient and manages its own team
  • Bureau handles its own compliance and resources

Inquiry Form

Complete the form below to learn more:

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