FORGE YOUR OWN PATH
There's no better opportunity then opening a tax office with 1040TaxBiz!
TAKE CONTROL TODAY
WORLD CLASS TAX PREP
TRAINING - SOFTWARE - SUPPORT
LEARN MORE
Previous
Next

OUR MISSION

Our Purpose Is To Assist Our Affiliates In Successfully Starting A Tax Preparation Business. We Know Taxes. We Know People.

Full-Stack Resource Center

1040 TaxBiz Partners, unlock access to a suite of tools, technologies & resources designed to empower your business & strengthen the prospect-to-client journey

Client Management Suite

Our Tax Partners enjoy a robust client management system that helps to maintain back-office organization with digital tools strengthening the B2C relationship

Dedicated Partner Support

We help you go into business for yourself, but never by yourself. In other words, our team of highly-skilled professionals are here to help you each step of the way

CUSTOMIZED TRAINING & RESOURCES

We have a step-by-step checklist to make sure you are ready to hit the ground running. We have perfected a system that provides all the tools and training necessary to be a successful entrepreneur in the tax preparation and electronic filing industry, whether you are new or a seasoned veteran.

Comprehensive Marketing Solutions

Grow your Tax & Accounting Business clientele with our One-Stop Shop Solution for all your Tax Marketing Print Products & Service needs.

YOUR LEADERSHIP - OUR EXPERTISE

The vast majority of tax preparation businesses are operated by one person, and the most difficult part is knowing how to start. 1040TaxBiz has developed a complete tax preparation and IRS e-filing system that you can leverage to start and operate your own tax preparation business this next tax season. 

OUR PROVEN PROCESS

TAX PARTNER REVIEWS

TAX OFFICE BUSINESS PLANS

TAX BUSINESS PLAN

70/30 Revenue Share
  • Tax Software
  • Tax Training
  • Year-Round Support
  • Professional Marketing
  • Banking Options
  • Add-on Services
  • Location Assistance
  • PTIN / EFIN assistance
  • Customer Cash Advances
  • Refund Checks Printed in Office
  • Personal Web App
Great Start

TAX BUSINESS PLAN PLUS

80/20 Revenue Share
  • Tax Software
  • Tax Training
  • Year-Round Support
  • Professional Marketing
  • Banking Options
  • Add-on Services
  • Location Assistance
  • PTIN / EFIN assistance
  • Customer Cash Advances
  • Refund Checks Printed in Office
  • Personal Web App
Growth

FAQ

No, we are more of a partnership than a franchise. You name your business, set your prices, set your work schedule, and choose your own location all without paying a franchise fee.

1040 Tax Biz Services & solutions are free of upfront charges. By becoming a Tax Partner of 1040 Tax Biz, we simply agree together that, when you file a tax return, you’ll either pay us 20% of the profit from that tax return, or 30% of that tax return based upon the package you choose!

  • An EFIN can take up to 45 days from the time you turn in your fingerprint card.
  • A PTIN takes up to 20 minutes from start to finish.

Tax related bank products can be offered to your clients to assist them in paying for their tax preparation fees. The tax preparation fees that you charge will automatically be deducted from the taxpayer’s income tax refund the remaining balance will be distributed to the taxpayer.

The tax preparation industry has an advantage over many other start-ups. Most people are required to file a tax return every year. Tax preparation is a big business generating over $7.7 billion in annual revenue.

The IRS processed roughly 82 million professionally prepared tax returns last year. According to an industry report, the profitability of tax preparation, bookkeeping, and payroll services were second only to privately held oil and gas extraction companies.

1040taxbiz offers 24/7 access to on- going training year-round through our 1040 University (1040U) website. We also offer live training thru webinars. If you would like we have the ability to hold in-house classes. 

  • Tax Law 
  • Office Management 
  • Software 
  • Marketing Training & more!

It is a requirement that you use a brick and mortar tax office location. With it, you will create a professional environment and attract more clientele. 1040TaxBiz,  is currently waiving your initial start-up fee when you bring a brick-and-mortar location. Also, as long as you have internet you can access the software anywhere in the Continental U.S.

Banners and posters are available. Contact us to discuss your options. We also assist with marketing strategies that let you reach out to clients through various media (i.e. Facebook, Twitter, etc.…). If you want to purchase fliers and yard cards you can do so at your discretion.

READY TO HAVE A CONVERSATION?

Simply fill out the form below & one of our highly skilled professionals will be sure to get in touch with you to help figure out whether or not this opportunity is a good fit…