1040TaxBiz Corporate Package

Whether you have years of experience or are new to the industry, the Corporate Package makes it easy for you to start your own tax business. This package is ideal for those who want to operate a year-round tax business preparing personal, small business and corporate returns while minimizing the financial risk of starting a new business. Not only does it offer an improved revenue share over the Business Package, but it also includes one SWIM marketing platform location. It’s a great way to evaluate how customers provide their contact information when logging into your existing WiFi. Depending on the information you collect from your customers, you’ll be able to mail or email product and service updates, specials and coupons to grow your business. Expand your business to the Elite or Ultimate Package to become a reseller of the service to make additional year-round income

You’ll also receive aid in several areas. First, we’ll assist you in finding a location. A visible and accessible location is important to attract customers. Second, A Facebook business page helps establish your company’s professional appearance. Third, a Personal Web App your customers download to their smart devices helps keep them engaged with your business updates, coupons, and specials.

Cost: $899

The tax preparation business portion of the 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
  • Location Assistance

The SWIM marketing business opportunity includes:

  • 1 SWIM test marketing location
  • Access to marketing training and materials
  • Service agreement templates
  • Customer portal data access and usage training
  • Pre-programmed router boxes (additional cost per unit)


The Corporate Package offers assistance 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 up to 8 year of personal and small business returns in the software. This $899 investment includes lease negotiation assistance and software for preparing corporate 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
  • 1 SWIM marketing location

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.

This package expands your business in 2 ways. First, you can prepare corporate returns for your customers. Second, you can dive into the SWIM marketing program to see how the service works. We recommend you use it in your own business to get a feel for the service but you can also place it in a business to start generating revenue. The Corporate Package is perfect for the entrepreneur who wants to branch out their services.