1040TaxBiz Bring Your Own Retail Location Package

Do you own a storefront retail location with foot traffic? Businesses that have brick-and-mortar locations benefit in 2 ways by adding tax preparation. First, marketing is the biggest challenge for entrepreneurs starting a tax business. Converting your existing customer base makes it easy to build a new revenue stream. Second, we share ideas for incentivizing your existing customers to provide referrals who can experience the other products and services your business offers.

Places where customers spend time performing other tasks are great locations. People can do laundry or shop for groceries while their returns are being prepared. We’ve facilitated mini-mart and gas station owners to provide tax preparation services in all their locations. Click the links on these other examples to see how tax preparation services can grow these businesses.

Cost: $199

As there is often a huge sale on vehicles around tax time, attracting customers for tax preparation allows you to showcase your inventory. While preparing a customer’s tax return, they can browse the lot. The prospect of a sizeable refund can get the customer dreaming about a new vehicle. Dealerships can provide a Power of Attorney agreement for the customer to sign over their cash advance check to be applied to the down payment of the vehicle. This service locks the customer into purchasing from your dealership.

Car Lots

As with other businesses, increased foot traffic means increased word of mouth advertising. Pawn stores and check cashers attract customers who want cash advances. Not only do check cashers add revenue by offering tax preparation but they also earn more from cashing advance and refund checks printed in house.

Check Cashiers

Large ticket item retailers benefit from adding tax preparation services because it encourages customers to spend their refunds in house. Furniture stores can add revenue by offering the service of tax preparation while the increased foot traffic sells more furniture. Imagine how many more bedroom sets you can sell when the customer is excited about their cash advance and refund checks!

Furniture Stores

Adding tax preparation promotes word-of-mouth marketing about the goods and services provided by your one-stop shop. We can help with ideas for incentivizing customers to refer their family and friends for all of your services. For example, they feel like they’re getting something special with a free wash and set or manicure when using both services.

Barber Shops and Beauty and Nail Salons

All standard business packages include:

  • Banners and posters available
  • PTIN / EFIN assistance
  • Remote technical support
  • Marketing webinars and group forums
  • Direct deposit to customer’s checking or savings account
  • Software and tax law training
  • 24/7 access to 1040 University training website
  • Refund checks printed in office
  • Customer cash advances


Companies like Walmart have tax preparation locations on-site because high-traffic locations are profitable. At $199, 1040TaxBiz makes it easy and affordable to compete with large box companies. We provide everything you need including software, tax law training, and marketing assistance. Services packages vary from assisting you with questions about a return to completing it after you’ve entered the basic customer data.

  • 7 years of state & federal returns
  • All state efile capability
  • IRS PTIN registration and renewal
  • IRS EFIN application and registration
  • Personal & small business tax preparation software
  • Off-site data backup and storage
  • Bank products
  • Cash advance loans
  • Back office support
  • Tax return preparation support
  • Marketing and promotional materials
  • Marketing and income tax preparer training
  • Federal and state e-filing
  • Bilingual support
  • Tax office technical support

Audit protection offers peace of mind for both you and your customer. The IRS is scrutinizing returns more closely than ever for errors and possible fraud. If your customer receives a letter from the IRS requesting additional documentation, you can defer the customer to a company with experience in
handling inquiries. Audit protection saves you the headache of helping the customer resolve the issue and saves your customer time, money, and effort in dealing directly with the IRS.

Chances are you’ve never considered tax preparation for your business but now see the potential additional revenue. It is a lucrative add-on service for any brick-and-mortar location with foot traffic. We’re here year-round to help you and your customer with questions about their return or refund. Call now to integrate tax preparation into your business to maximize your training and marketing efforts for the upcoming season.