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Professional Tax Software
Build on dependable tax-preparation infrastructure designed for an organized, professional operation.
Build with confidence →Lucid Service Bureau & Franchise Opportunities
Build a Bigger Tax Business With the Right Backend.
For tax professionals, EROs, office owners, and entrepreneurs ready to strengthen their infrastructure, expand production, or explore operating under the Lucid brand.
✓Professional Infrastructure✓Tax-Season Support✓Growth-Focused Systems
BUILT TOSCALE
Eddie BazilePartnership & Franchise Opportunities
Tax Software Infrastructure
Office Growth Support
Training & Guidance
Backend Opportunity
Built for serious operators
More Than Software. A Growth Infrastructure.
Your service bureau relationship should support the business you are building—not simply provide a login.
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Bank Product Access
Explore bank-product infrastructure and funded-return options that support your business model.
Strengthen operations →?
Training & Tax Support
Get access to guidance and support when questions arise during the moments that matter most.
Never build alone →↗
ERO & Office Growth
Create stronger systems for production, team development, and multi-preparer operations.
Scale intentionally →＋
Preparer Team Building
Build toward a larger, more productive tax team with a clear structure behind your growth.
Expand your reach →∞
Two Growth Paths
Explore an independent service bureau relationship or request information about operating a Lucid-branded franchise.
See which path fits →Who this is for
Built for People Who Want to Build Bigger.
This is not only for established firms. It is for serious professionals with a plan to produce, serve, and grow.
Active Tax Preparers
You want stronger software, support, and systems behind your client production.
EFIN Holders & EROs
You are looking to expand production, preparers, offices, or backend opportunity.
Tax Office Owners
You need infrastructure that can support a larger team and client base.
Entrepreneurs & Franchise Prospects
You have a real business plan and want either independent support or the opportunity to build under the Lucid brand.
A simple qualification process
Four Steps to Explore the Right Partnership.
1
Request Details
Start with your name, email, and phone number.
2
Complete the Application
Share your experience, goals, and whether you prefer the service bureau or franchise path.
3
Fit Review
The Lucid team reviews which opportunity may best support your goals.
4
Partnership Call
If aligned, Eddie or the team reaches out to discuss next steps.
Request opportunity details
Ready to Strengthen the Business Behind Your Tax Business?
Complete the short application below. We’ll review your goals and reach out if there is a potential fit.
Which path interests you? In the goals/details section, write “Service Bureau” if you want to remain independently branded, or “Lucid Franchise” if you want information about operating under the Lucid brand.
Submitting this application does not create a partnership, franchise relationship, or guarantee acceptance.
Form not loading? Open the application in a new tab ↗
Common questions
Before You Apply.
Do I need an EFIN to apply?
No. EFIN holders, PTIN holders, office owners, active preparers, and serious entrepreneurs may apply. Your current status helps us determine the right conversation.
Is this only for established tax offices?
No. Established operators and newer entrepreneurs may apply, but you should have a clear plan to produce returns, serve clients professionally, and grow.
What is the difference between the two opportunities?
The service bureau path supports independently branded tax businesses with backend infrastructure. The franchise path is for qualified prospects interested in receiving information about operating under the Lucid brand and system.
Am I committing to anything by applying?
No. The application only requests an introductory conversation about a potential service bureau relationship or franchise opportunity. It is not an enrollment, franchise offer, or binding agreement.
What happens after I submit?
The Lucid team reviews your application. If there is a potential fit, Eddie or a member of the team will contact you using the information and preferred time you provide.