Founding pricing · steps up Sep 1
Fees that shrink as you grow — down to a floor we put in writing.
Before you sign anything, you’re holding the quote: every fee itemized, the floor printed on the page. No numbers that show up after the handshake.
You’ve run rooms of preparers. You know what a season costs. Two minutes on the briefing sheet below and the first call starts at the part you actually care about — with the owner, not a closer.
- Platform license one roof — every EFIN, every preparer $ ·····
- Per-return administrative shrinks as your funded volume grows $ ·····
- Elective services only the lines you actually pick $ ·····
- Renewal published schedule — no year-two surprise $ ·····
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.
Which one are you?
Same platform, same written quote, same floor. The door just decides where we start the conversation.
The Builder door
SVB Builder — $1,999 founding
Your own roof, with an operator in the passenger seat for the whole first season.
- A standing bi-weekly seat with an operator who’s run this play — all season long
- Your build, step by step: setup, preparer onboarding, the season plan
- First-season guardrails — we watch the numbers with you
- The same written quote as every door: every fee itemized, floor included, before you sign
The Switcher door
SVB Bare — $1,299 founding
You don’t need training theater. You need the platform to stop costing more every renewal.
- Bare platform access — every EFIN, every preparer, one roof, none of the hand-holding you’ve outgrown
- Your book converts with you — data conversion handled, not billed as a favor
- Bring last season’s bank spreadsheet to the call — we’ll read your current stack line for line against our written quote
- Same-day preparer payouts — the recruiting edge your current platform hands away every payday it sits on
Your door decides which one steps forward.
Both stay on the table — and every one of them ends in the same written quote.
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
Your preparers get paid the day the return funds.
They’ll tell everyone. That’s the point. The bureau that pays same-day out-recruits the bureau that pays Friday — and by next season, the best preparers in town already know which one you are. No weekly spreadsheet upload. No “payroll run.” Funded is paid.
This strip is what your recruiting pitch looks like in February.
No return transmits without passing review.
Your EFIN’s survival is the system’s first rule — written into the platform, not the employee handbook. There is no force-transmit. There is no admin override. Every pass is fingerprinted to the reviewer who signed it. The platform that can’t be talked into filing a bad return is the platform your EFIN grows old on.
Pass · fingerprinted
If you’ve watched another bureau get its preparers burned, you already know why this is a feature and not fine print.
No closers. The owner picks up.
Every quote on this site gets signed by the person who answers the phone. The fast line doesn’t ring a sales floor — it rings the owner’s desk. Nobody hands you off, nobody “checks with their manager,” and the person pricing your deal is the person who’ll be on the other end of it all season.
Send the briefing sheet below and the first call starts at your numbers — not at slide one.
Owner — buildmysvb.comBriefing sheet → operator call: inside one business day
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 the owner, not an inbox. Founding pricing steps up Sep 1 — the earlier you’re in, the better the math.