Build your bureau.
Reign supreme.
Diamond is the elite tier for tax office owners ready to recruit partners, onboard sub-EROs, and build a full service bureau operation. A scalable tax empire backed by the expertise of someone who has done it.
Diamond is designed for tax professionals at a specific stage of their career. If this description fits you, this is your tier.
Tax office owners ready to scale
You run a tax office and are ready to build beyond it. Diamond provides the infrastructure, SOPs, and support to recruit partners and launch a true service bureau.
EROs building a partner network
Ready to bring other EROs and preparers under your umbrella? Diamond includes a partner recruiting system and sub-ERO onboarding framework that is structured and scalable.
Ambitious operators building legacy
Diamond is not just about this season. It is about building a tax business that generates revenue well beyond your own individual filings for years to come.
Diamond partners receive both platforms in full service bureau configuration, giving you the infrastructure to onboard, manage, and support multiple partner preparers across your entire bureau operation.
Professional-grade tools from day one
Diamond partners receive both platforms in full service bureau configuration, giving you the infrastructure to onboard, manage, and support multiple partner preparers across your entire bureau operation.
- ✓All federal & state form types — W-2, 1099, Schedule C & more
- ✓Direct IRS e-filing with real-time status tracking
- ✓Branded Taxes to Go client mobile app
- ✓Secure document upload & client management
- ✓Built-in compliance flags & error checking
- ✓A+ rated year-round technical support
Every tool, resource, and support system in Diamond tier — built for exactly where you are in your tax career right now.
Everything in Gold plus the bureau
All Gold features fully included. Diamond adds the complete service bureau infrastructure for recruiting, onboarding, training, and managing partner preparers.
Full service bureau setup and branding
We help you build your bureau from the ground up. Structure, branding, partner agreements, and the operational framework to run it professionally.
Partner recruiting system and SOPs
A proven system for finding, vetting, and onboarding tax preparers as partners under your bureau. Complete with scripts, materials, and documented processes.
Sub-ERO onboarding and team training
Onboard your sub-EROs and partners with a structured process covering software access, compliance training, and the systems they need to file under your bureau.
White-glove onboarding experience
Diamond clients receive our highest level of onboarding. Personalized, detailed, and thorough setup to ensure your bureau is built on the right foundation before you open.
1-on-1 coaching session with Melanie
Your enrollment includes a private coaching session directly with Melanie Jones-Rivers. Sixteen years of service bureau expertise focused entirely on your goals.
Simply Royal Tax Academy full access
Complete Tax Academy access for you and your entire bureau team. Compliance, software training, and professional development all season long.
Priority direct support all season
The highest tier of support. Diamond partners get direct priority access for every aspect of bureau operations including software, compliance, and partner management.
Onboarding is fast, structured, and guided at every step.
Enroll & pay
Complete enrollment at the $1,997 launch price. Welcome email arrives within minutes.
Sign your agreement
E-sign your partner agreement digitally. Covers your tier terms, obligations, and 2026/2027 season details.
Attend onboarding
Your personalized onboarding covers software setup, compliance, and your full season game plan.
Open for business
You are live. File returns, serve clients, and build the tax practice you have been working toward.
Diamond
- ✓ Everything in Gold plus the bureau
- ✓ Full service bureau setup and branding
- ✓ Partner recruiting system and SOPs
- ✓ Sub-ERO onboarding and team training
- ✓ White-glove onboarding experience
- ✓ 1-on-1 coaching session with Melanie
- ✓ Simply Royal Tax Academy full access
- ✓ Priority direct support all season
Q Who is Diamond for?
Diamond is for experienced EROs and tax office owners ready to build a full service bureau, recruiting partners and creating scalable revenue beyond their own individual practice.
Q What is a service bureau?
A service bureau recruits and supports independent tax preparers and EROs who file under or through your organization, creating scalable revenue beyond your own client base.
Q Is the coaching session really included?
Yes. Diamond includes a private 1-on-1 coaching session with Melanie Jones-Rivers focused entirely on your service bureau setup, growth plan, and goals.
Q What bank products can my bureau offer?
Full access to all three banking partners for your bureau and all partner preparers filing under you. RAL and RAC products available through Refund Advantage, Republic Bank, and Santa Barbara TPG.
Q Do I need an existing tax office to enroll?
Not necessarily. If you have an EFIN, solid tax experience, and the commitment to build a bureau, Diamond's setup and onboarding process can help you build on the right foundation.
Q What is the difference between Gold and Diamond?
Gold scales your ERO practice. Diamond builds a service bureau where you recruit and support other preparers and EROs, creating revenue that extends far beyond your own client base.
Your next level starts with Diamond
Join the Simply Royal family for the 2026/2027 tax season. Build and scale your own service bureau. Backed by 16 years of real tax industry expertise.
Empowering tax professionals to build compliant, profitable practices — one season at a time.
🌐 software.royaltytaxpro.org
PO Box 4124 · Hammond, IN 46324