Learn How To
GROW YOUR OWN PROFITABLE
TAX OR SERVICE BUREAU BUSINESS
Eva Financial Services LLC (EFS Tax) specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with Eva Financial Services LLC, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
Learn How To
GROW YOUR OWN PROFITABLE
TAX OR SERVICE BUREAU BUSINESS
Eva Financial Services LLC (EFS Tax) specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with Eva Financial Services LLC, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
Join With Eva Financial Services LLC
Your Journey to FINANCIAL FREEDOM BEGINS NOW!
With Eva Financial Services LLC, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.
Where To Start?
4 STEPS TO GET STARTED :
Step 1
Choose the package that fits your business level.
Step 2
Complete your payment and service agreement.
Step 3
Complete your account setup form and receive your software login instructions.
Step 4
Access your training, support, and community and begin building.
Eva Financial Services LLC
Software Packages
Eva Financial Services LLC helps tax professionals build, grow, and scale profitable, compliant businesses through education, mentorship, leadership training, and infrastructure support. Our four‑level path guides beginners to advanced Service Bureau leaders, equipping partners with the tools, systems, and long‑term success strategies they need.
Tier 01
Tax Preparer
70/30 Revenue Share
No EFIN Required
WAS $199
NOW $199
Tier 02
EFIN Partner / ERO
NO Revenue Share
EFIN Required
WAS $199
NOW $199
Tier 03
Service Bureau Reseller
No Revenue Share
EFIN Required
WAS $199
NOW $199
what you will get from us
Training & Technology
With Eva Financial Services LLC, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO
SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE
TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
Meet Eva Ali
CEO and Founder of Eva Financial Services LLC (EFS Tax)
Eva Ali is the founder and CEO of Eva Financial Services LLC. She is passionate about helping individuals, families, and business owners navigate tax preparation while empowering aspiring tax professionals to build successful businesses.
Banking Partners
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
Become a partner with us!
Eva Financial Services LLC Ⓒ
All Rights Reserved 2026
Designed by Lead Pro Giants