1040TaxBiz Business Package

The Business Package provides everything a novice or experienced tax preparer needs to build a lucrative tax business. We provide tax law and software training, group forums for inspiration, extended support hours in the busiest part of tax season, and year-round tax preparation assistance. With Cash Advances, customers won’t have to wait until the end of February for their full refunds from the IRS. You’ll be able to print checks right in your office. Upgrade to the Corporate Package for additional services and an improved revenue share.

Cost: $599

This tax preparation business package includes:

  • 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


For $599, the Business Package supports you in opening and operating a full tax office preparing up to 8 years of returns in the software. Our trained professional staff will help you from start to finish with obtaining an EFIN and PTIN, tax law and software training, marketing ideas, tools for finding a brick-and-mortar location and year-round support to complete returns.

  • 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.

No need to reinvent the wheel. 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. Call today to speak with one of our trained staff professionals and let us show you why this package is right for you!