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Find how to open or start an income tax preparation business, office, practice or service in the United States. For starting or opening your own location, there are a number of things you need to know and steps you need to follow to become a professional income tax preparer. Opening or starting a tax prep office is made easier with 1040TaxBiz. Below is a tax prep business checklist.

Federal Income Tax Preparation Business Checklist

1) Solid knowledge of small business and income tax law.
2) Knowledge of how to operate a tax preparation business.
3) Register with the IRS as a tax preparer (Preparer Tax Identification Number (PTIN))
4) Apply for the IRS Electronic Filing Identification Number (EFIN) to use the e-filing system.
5) Become an Authorized e-file provider with the IRS.
6) Find, install and learn how to use tax preparation software.
7) Obtain the correct bank products to send and receive funds.
8) Get customers.
 

Start Your Own Tax Office with the 1040TaxBiz Tax Preparation Business Plan

The vast majority of tax preparation businesses are operated by one person, and the most difficult part is how to start. 1040TaxBiz has developed a complete tax preparation and IRS e-filing system that you can leverage to open and operate your own tax business this next tax season. You can call it the 1040TaxBiz Tax Preparation Business Plan.

Step 1

Tax training classes and courses. 1040TaxBiz provides tax training to its affiliates. 1040TaxBiz helps you get the skills needed to prepare tax returns for families and businesses with our tax preparation course. Years of experience help us guide you toward success and confidence in operating a tax business year after year.

Step 2

Sales, marketing and business training courses. 1040TaxBiz trains you on how to run the business side of a tax business, including: business ethics, marketing strategies, office management and communications with people in order to generate sales.

Step 3

IRS EFIN, PTIN application, registration and renewal assistance. 1040TaxBiz can assist you through the application, registration and renewal process for the IRS PTIN and EFIN numbers. Preparer Tax Identification Number (PTIN) is an identification number assigned by the Internal Revenue Service (IRS) that all paid income tax return preparers must use on US federal tax return claims for refund and expires at the end of every tax season. Electronic Filing Identification Number (EFIN) is an identification number assigned by the Internal Revenue Service (IRS) for tax preparers to become an authorized IRS e-file provider and does not expire.

Related Article: IRS PTIN, EFIN Application, Registration and Renewal

Step 4

Tax preparation software installation, training and support. 1040TaxBiz offers much more than just income tax preparation software. Today's professional tax preparer needs computer hardware, tax software, and even mobile phone applications to run a modern tax preparation business. The company offers an entire suite of technologies to operate a tax business.

Related Article: Tax Preparation Software for Professional Preparers

Step 5

Bank products and tax refund solutions. 1040TaxBiz offers a variety of solutions to quickly and easily get a client's tax refund into his / her possession.

Step 6

Proven marketing strategies to help grow your own tax business. 1040TaxBiz has been offering tax preparation services for over 20 years, and has been quite successful at it. The company has the knowledge, experience, contacts and resources to help provide and guide you with marketing solutions that actually work.

Step 7

Provide up to $1000 instant cash advance on IRS income tax return. 1040TaxBiz gives you a competitive edge in the market with our Instant Cash Advance program. For no additional cost you can quickly give your clients cash in their pockets, usually within one to two days. By offering this cash incentive, you can expect a 30% growth in your business.

Step 8

Bilingual client management and support (English, Spanish). 1040TaxBiz provides customer support services throughout the entire year to your clients in either English or Spanish. So while you are on vacation during the summer, 1040TaxBiz is providing solutions for your customers.

Related Article: Business Plan for Tax Office or Franchise

1040TaxBiz Tax Preparation Software

There are so many different types of tax preparation software. It is easy to get confused about which one to use. Where do I buy it? How do I use it? How much does it cost? Who do I talk to if I need something fixed?

The 1040TaxBiz tax preparation software system includes installation, training and support. We offer proven state-of-the-art software and technology, along with professional technical and customer support, to ensure that you can focus on your customers.

Start Your Own Tax Preparation Business From Home

Home Based Tax Preparation BusinessOur Home Based tax preparation program gives you the opportunity to start your own tax business from your own home. This program was designed for someone wanting to prepare taxes from their home office. Packages start as low as $349.

Tax Preparation Business For Sale Near You

1040TaxBiz has a tax preparation business for sale just for you. We have many business offices and locations available this next tax season. View some of our tax office locations listed below.

How to Start a Tax Preparation Business in Alabama

1040TaxBiz shows you how to start a tax prep business in Alabama near Alabaster, Albertville, Anniston, Athens, Auburn, Bessemer, Birmingham, Daphne, Decatur, Dothan, Enterprise, Florence, Gadsden, Homewood, Hoover, Huntsville, Madison, Mobile, Montgomery, Mountain Brook, Northport, Opelika, Oxford, Pelham, Phenix City, Prattville, Prichard, Selma, Trussville, Tuscaloosa and Vestavia Hills.

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How to Open an Income Tax Preparation Business in Alaska

1040TaxBiz shows you how to start an income tax prep business in Alaska near Anchorage, Fairbanks, Juneau, Kenai, Ketchikan, Sitka and Wasilla.

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Starting a Tax Preparation Business in Arizona

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Opening a Tax Preparation Business in Arkansas

1040TaxBiz shows you how to start a tax prep business in Arkansas near Bella Vista, Benton, Bentonville, Cabot, Conway, Fayetteville, Fort Smith, Hot Springs, Jacksonville, Jonesboro, Little Rock, Paragould, Pine Bluff, Rogers, Russellville, Searcy, Sherwood, Springdale, Texarkana, Van Buren and West Memphis.

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How to Start a Tax Preparation Office in California

1040TaxBiz shows you how to start a tax prep business in California near Anaheim, Bakersfield, Chula Vista, Fontana, Fremont, Fresno, Glendale, Huntington Beach, Irvine, Long Beach, Los Angeles, Modesto, Moreno Valley, Oakland, Oxnard, Riverside, Sacramento, San Bernardino, San Diego, San Francisco, San Jose, Santa Ana and Stockton.

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How to Open a Tax Preparation Office in Colorado

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Starting an Income Tax Preparation Office in Connecticut

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Opening a Tax Preparation Office in Delaware

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How to Start a Tax Prep Business in Florida

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How to Open a Tax Prep Business in Georgia

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Starting a Tax Prep Business in Hawaii

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Opening a Tax Prep Business in Idaho

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How to Start a Tax Prep Office in Illinois

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How to Open a Tax Prep Office in Indiana

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Starting a Tax Prep Office in Iowa

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Opening a Tax Prep Office in Kansas

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How to Start Your Own Tax Preparation Business in Kentucky

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How to Open Your Own Tax Preparation Business in Louisiana

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Starting Your Own Income Tax Preparation Business in Maine

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Opening Your Own Tax Preparation Business in Maryland

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How to Start Your Own Tax Preparation Office in Massachusetts

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How to Open Your Own Tax Preparation Office in Michigan

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Starting Your Own Tax Preparation Office in Minnesota

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Opening Your Own Tax Preparation Office in Mississippi

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How to Start Your Own Tax Prep Business in Missouri

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How to Open Your Own Tax Prep Business in Montana

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Starting Your Own Tax Prep Business in Nebraska

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Opening Your Own Tax Prep Business in Nevada

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How to Start Your Own Tax Prep Office in New Hampshire

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How to Open Your Own Tax Prep Office in New Jersey

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Starting Your Own Tax Prep Office in New Mexico

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Opening Your Own Tax Prep Office in New York

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How to Start a Tax Preparation Practice in North Carolina

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How to Open a Tax Preparation Practice in North Dakota

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Starting a Tax Preparation Practice in Ohio

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Opening a Tax Preparation Practice in Oklahoma

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How to Start a Tax Prep Practice in Oregon

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How to Open a Tax Prep Practice in Pennsylvania

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Starting a Tax Prep Practice in Puerto Rico

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Opening a Tax Prep Practice in Rhode Island

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How to Start Your Own Tax Prep Practice in South Carolina

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How to Open Your Own Tax Prep Practice in South Dakota

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Starting Your Own Tax Prep Practice in Tennessee

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Opening Your Own Tax Prep Practice in Texas

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How to Start a Tax Preparation Service in Utah

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How to Open a Tax Preparation Service in Vermont

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Starting a Tax Preparation Service in Virginia

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Opening a Tax Preparation Service in Washington DC

1040TaxBiz shows you how to start a tax prep business in Washington DC near Alexandria VA, Arlington VA, Bethesda MD and Silver Spring MD.

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How to Start a Tax Prep Service in Washington

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How to Open a Tax Prep Service in West Virginia

1040TaxBiz shows you how to start a tax prep business in West Virginia near Charleston, Huntington, Morgantown, Parkersburg, Weirton and Wheeling.

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Starting a Tax Prep Service in Wisconsin

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Opening a Tax Prep Service in Wyoming

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1040TaxBiz
5901 E 38th St
Indianapolis IN 46218
Local: 1-317-543-5570
 
Fax: 1-877-659-5003

Minority Owned and Operated
BUSINESS HOURS
We have Representatives waiting to talk with you during extended business hours:
 
  • M-F: 9AM - 6PM EST
  • Sat: 10AM - 3PM EST
  • Sun: closed
 
For those on the west coast, we can schedule late evening calls.