1040TaxBiz Elite Package

The Elite Package provides everything you need to build your tax business while offering a foot in the door to a second revenue stream. First, generate income by preparing personal, small business and corporate returns. Prepare for success with our software, tax law, and marketing training. We can assist you with training team members and finding the right location for your business.

Second, the SWIM marketing platform is a business opportunity to earn additional year-round. This powerful marketing system helps businesses build their customer base by keeping them engaged. When customers visit a business using the SWIM program, they are prompted for information such as their names and email addresses and provided with digital coupons or ads upon logging into the wifi. Customers also give authorization for the business to contact them at a later date with special offers and updates about their products and services. Businesses access the contact information through a portal and can use it to create email and mail campaigns. As a reseller, we teach you how to approach businesses about the opportunity, provide marketing materials and an agreement template, preconfigure and ship a router box, and train you how the client accesses and uses customer data for marketing purposes.

If you have 5 locations each spending $49 minimum per month for their service, that’s almost $250 in income! Earn additional revenue through installation fees and updating the coupons and ads for each client. As your business grows, you can upgrade to the Ultimate Package for additional SWIM locations.

Cost: $1899

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:

  • 5 SWIM marketing locations
  • Marketing training and materials
  • Service agreement templates
  • Customer portal data access and usage training
  • Pre-programmed router boxes (additional cost per unit
  • Automated client billing system

ELITE PACKAGE INCLUDES

For just $1899, we provide all the training and support you need for 2 revenue streams. Included with this package are the training and marketing tools for both tax preparation and the SWIM marketing platform. This package includes brick-and-mortar location assistance, lease negotiation assistance, software for preparing corporate returns, and training and support for year-round tax preparation. You can begin marketing SWIM platform service as soon as you join!

  • 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
  • 5 SWIM marketing locations

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.

Our goal has always been to help our clients generate revenue through multiple streams. Bundling the SWIM marketing program with tax preparation provides year-round income. Become your own boss running 2 companies with a strong outlook.

LET’S GET STARTED