1040TaxBiz Business Package

The Business Package offers training and support for multiple years of returns and an improved revenue share. It is the most popular option for the flexibility of running a seasonal or year-round location for new or experienced tax preparers.

All standard business packages include:

The 1040TaxBiz Business Package makes it easier for you to grow a tax preparation business hosted at a location of your choice.

Cost: $599

  • Yearly renewal fee of $99 yearly or $0 – ask how!
  • Banners and posters available for purchase
  • Guidance: Market competition analysis, PTIN / EFIN assistance, Remote technical support
  • Webinars: Marketing, Weekend boot camps, Group forums
  • Direct Deposit to their checking or savings account
  • Software, Tax law, 24/7 access to 1040 University
  • Refund checks printed in office
  • Pick up refund in Cash at local Walmart Financial Centers
  • Customer cash advances and loans up to $2500


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.

  • Current plus 7 prior 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
  • Tax office technical support
  • Off-site data backup and storage
  • Bank products
  • Advance and loan up to $2500
  • Back office support
  • Tax return preparation support
  • Marketing and promotional materials
  • Marketing and income tax preparer training
  • Federal and state e-filing
  • Bilingual support
  • Location assistance
  • Vision/Dental Discount Plan

  • Self-serve Credit Repair Software

  • Audit Protection

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!