How to Start a Tax Business

Start Your Own Tax Preparation Business

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

IRS Federal Income Tax Preparation Business Checklist

1) Solid knowledge of small business and income tax law through tax training classes and courses.
2) Knowledge of how to operate a tax preparation business.
3a) Register with the IRS as a tax preparer (Preparer Tax Identification Number (PTIN))
3b) Apply for the IRS Electronic Filing Identification Number (EFIN) to use the e-filing system.
4) Learn how to use tax preparation software.
5) Obtain the correct bank products to send and receive funds.
6) Leverage marketing strategies to get customers.
7) Employ a cash advance system to improve your competitive edge.
8) Provide bilingual client management and customer support.

  • Step One: IRS EFIN, PTIN Application

    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.
  • Step Two: Tax Training Classes

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

    1040TaxBiz provides an entire suite of technologies to operate a tax preparation business. 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. 1040TaxBiz provides installation support, user training, and other forms of tech support.
  • Step Four: How to Run a Tax Business

    1040TaxBiz trains you on how to run the business side of a tax prep business, including: business ethics, marketing strategies, office management, and communications with people in order to generate sales.
  • Step Five: Marketing Strategies

    1040TaxBiz has been offering tax preparation services for over 20 years, and has been quite successful at it. We have the knowledge, experience, contacts, and resources to help provide and guide you with proven marketing strategies and solutions that actually work.
  • Step Six: Bank Products

    1040TaxBiz offers a variety of bank products and tax refund solutions to quickly and easily get paid and transmit a client’s tax refund into his / her possession.
  • Step Seven: Cash Advance

    Provide up to $6000 cash advance on an IRS income tax return. 1040TaxBiz gives you a competitive edge in the market with our 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 Eight: Client Management and Support

    1040TaxBiz provides bilingual client management and customer support (English, Spanish) services throughout the entire year to your clientele. So while you are on vacation during the summer, 1040TaxBiz is providing solutions for your customers.
  • Step Nine: Find a Location

    A brick-and-mortar location is an important part of running a successful tax office. Visibility and accessibility encourage customer traffic. We offer resources to help you find a location for your tax office. With select packages, we will call prospective businesses on your behalf to gauge their interest. To complete the arrangement with the landlord, we will provide you a rental agreement template.
  • Step Ten: Get Started

    Your tax office will be more successful the earlier you begin your training and marketing efforts. Call our sales professionals today to answer your questions.

Tax Preparation Software Training and Support Included

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 is cloud based and it includes training and support. We offer proven state-of-the-art tax software and technology, along with professional customer support, to ensure that you can focus on your customers.

Open Your Own Tax Preparation Location.

Let us help you find a brick and mortar location. The most successful tax preparation businesses are either a standalone business or hosted inside a brick and mortar location. We will work with you to provide suggestions for locations that are visible and accessible to attract customers.

Tax Preparation Location Assistance

1040TaxBiz can assist with tax office and location negotiations. We can help you find a tax office location near you.

How to Start a Tax Preparation Business in Alabama. Find Alabama Tax Offices 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.

How to Open an Income Tax Preparation Business in Alaska. Find Alaska Tax Offices near: Anchorage, Fairbanks, Juneau, Kenai, Ketchikan, Sitka and Wasilla.

Starting a Tax Preparation Business in Arizona Find Arizona Tax Offices near: Avondale, Buckeye, Bullhead City, Casa Grande, Chandler, Flagstaff, Gilbert, Glendale, Goodyear, Lake Havasu City, Maricopa, Mesa, Oro Valley, Peoria, Phoenix, Prescott, Scottsdale, Sierra Vista, Surprise, Tempe, Tucson and Yuma.

Opening a Tax Preparation Business in Arkansas. Find Arkansas Tax Offices 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.

How to Start a Tax Preparation Office in California. Find California Tax Offices 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.

How to Open a Tax Preparation Office in Colorado. Find Colorado Tax Offices near: Arvada, Aurora, Boulder, Centennial, Colorado Springs, Denver, Fort Collins, Greeley, Lakewood, Longmont, Loveland, Pueblo, Thornton and Westminster.

Starting an Income Tax Preparation Office in Connecticut. Find Connecticut Tax Offices near: Bridgeport, Bristol, Danbury, Fairfield, Greenwich, Hamden, Hartford, Manchester, Meriden, Middletown, Milford, New Britain, New Haven, Norwalk, Stamford, Stratford, Waterbury and West Haven.

Opening a Tax Preparation Office in Delaware. Find Delaware Tax Offices near Dover, Middletown, Milford, Newark, Smyrna and Wilmington.

How to Start a Tax Prep Business in Florida. Find Florida Tax Offices near: Cape Coral, Clearwater, Coral Springs, Davie, Fort Lauderdale, Gainesville, Hialeah, Hollywood, Jacksonville, Lakeland, Miami, Miramar, Orlando, Palm Bay, Pembroke Pines, Pompano Beach, Port St Lucie, St Petersburg, Tallahassee, Tampa and West Palm Beach.

How to Open a Tax Prep Business in Georgia. Find Georgia Tax Offices near: Albany, Alpharetta, Athens, Atlanta, Augusta, Columbus, Dunwoody, Johns Creek, Macon, Marietta, Roswell, Sandy Springs, Savannah, Smyrna, Valdosta and Warner Robins.

Starting a Tax Prep Business in Hawaii. Find Hawaii Tax Offices near: Hilo, Honolulu, Kahului, Kailua, Kaneohe, Pearl City, Mililani Town and Waipahu.

Opening a Tax Prep Business in Idaho. Find Idaho Tax Offices near: Boise, Caldwell, Coeur d’Alene, Eagle, Idaho Falls, Lewiston, Meridian, Moscow, Nampa, Pocatello, Post Falls, Rexburg and Twin Falls.

How to Start a Tax Prep Office in Illinois. Find Illinois Tax Offices near: Arlington Heights, Aurora, Bloomington, Bolingbrook, Chicago, Champaign, Cicero, Decatur, Elgin, Evanston, Joliet, Naperville, Peoria, Rockford, Schaumburg, Springfield and Waukegan.

How to Open a Tax Prep Office in Indiana. Find Indiana Tax Offices near: Anderson, Bloomington, Carmel, Elkhart, Evansville, Fishers, Fort Wayne, Gary, Greenwood, Hammond, Indianapolis, Kokomo, Lafayette, Muncie, Noblesville, South Bend and Terre Haute.

Starting a Tax Prep Office in Iowa. Find Iowa Tax Offices near: Ames, Ankeny, Cedar Rapids, Council Bluffs, Davenport, Des Moines, Dubuque, Iowa City, Sioux City and Waterloo.

Opening a Tax Prep Office in Kansas. Find Kansas Tax Offices near: Hutchinson, Kansas City, Lawrence, Leavenworth, Leawood, Lenexa, Manhattan, Olathe, Overland Park, Salina, Shawnee, Topeka and Wichita.

How to Start Your Own Tax Preparation Business in Kentucky. Find Kentucky Tax Offices near: Bowling Green, Covington, Elizabethtown, Florence, Georgetown, Henderson, Hopkinsville, Lexington, Louisville, Nicholasville, Owensboro and Richmond.

How to Open Your Own Tax Preparation Business in Louisiana. Find Louisiana Tax Offices near: Alexandria, Baton Rouge, Bossier City, Kenner, Lafayette, Lake Charles, Metairie, Monroe, New Orleans and Shreveport.

Starting Your Own Income Tax Preparation Business in Maine. Find Maine Tax Offices near: Auburn, Augusta, Bangor, Biddeford, Lewiston, Portland, Saco, Sanford and Westbrook.

Opening Your Own Tax Preparation Business in Maryland. Find Maryland Tax Offices near: Annapolis, Baltimore, Bowie, College Park, Frederick, Gaithersburg, Hagerstown, Rockville and Salisbury.

How to Start Your Own Tax Preparation Office in Massachusetts. Find Massachusetts Tax Offices near: Boston, Brockton, Cambridge, Fall River, Framingham, Haverhill, Lawrence, Lowell, Lynn, Malden, New Bedford, Newton, Quincy, Somerville, Springfield, Waltham and Worcester.

How to Open Your Own Tax Preparation Office in Michigan. Find Michigan Tax Offices near: Ann Arbor, Clinton, Dearborn, Detroit, Farmington Hills, Flint, Grand Rapids, Kalamazoo, Lansing, Livonia, Pontiac, Saginaw, Southfield, Sterling Heights, Taylor, Troy, Warren and Westland.

Starting Your Own Tax Preparation Office in Minnesota. Find Minnesota Tax Offices near: Apple Valley, Blaine, Bloomington, Brooklyn Park, Burnsville, Coon Rapids, Duluth, Eagan, Eden Prairie, Edina, Lakeville, Maple Grove, Minneapolis, Minnetonka, Plymouth, Rochester, Saint Paul, St Cloud and Woodbury.

Opening Your Own Tax Preparation Office in Mississippi. Find Mississippi Tax Offices near: Biloxi, Greenville, Gulfport, Hattiesburg, Jackson, Meridian, Olive Branch, Southaven, Tupelo and Vicksburg.

How to Start Your Own Tax Prep Business in Missouri. Find Missouri Tax Offices near: Blue Springs, Chesterfield, Columbia, Florissant, Independence, Joplin, Kansas City, Lee’s Summit, O’Fallon, Springfield, St Charles, St Joseph, St Louis and St Peters.

How to Open Your Own Tax Prep Business in Montana. Find Montana Tax Offices near: Billings, Bozeman, Butte, Great Falls, Helena, Kalispell and Missoula.

Starting Your Own Tax Prep Business in Nebraska. Find Nebraska Tax Offices near: Bellevue, Fremont, Grand Island, Hastings, Kearney, Lincoln, Norfolk, North Platte and Omaha.

Opening Your Own Tax Prep Business in Nevada Find Nevada Tax Offices near: Carson City, Elko, Fernley, Henderson, Las Vegas, Reno and Sparks.

How to Start Your Own Tax Prep Office in New Hampshire. Find New Hampshire Tax Offices near: Bedford, Concord, Derry, Dover, Hudson, Keene, Londonderry, Manchester, Merrimack, Nashua, Portsmouth, Rochester and Salem.

How to Open Your Own Tax Prep Office in New Jersey. Find New Jersey Tax Offices near: Bayonne, Brick, Camden, Cherry Hill, Clifton, East Orange, Edison, Elizabeth, Franklin, Gloucester, Hamilton, Jersey City, Lakewood, Middletown, Newark, North Bergen, Old Bridge, Passaic, Paterson, Toms River, Trenton, Union City, Vineland and Woodbridge.

Starting Your Own Tax Prep Office in New Mexico. Find New Mexico Tax Offices near: Alamogordo, Albuquerque, Clovis, Farmington, Hobbs, Las Cruces, Rio Rancho, Roswell, Santa Fe and South Valley.

Opening Your Own Tax Prep Office in New York. Find New York Tax Offices near: Albany, Binghamton, Buffalo, Ithaca, Jamestown, Long Beach, Mount Vernon, New Rochelle, New York, Niagara Falls, North Tonawanda, Poughkeepsie, Rochester, Rome, Schenectady, Syracuse, Troy, Utica, White Plains and Yonkers.

How to Start a Tax Preparation Practice in North Carolina. Find North Carolina Tax Offices near: Asheville, Burlington, Cary, Chapel Hill, Charlotte, Concord, Durham, Fayetteville, Gastonia, Greensboro, Greenville, High Point, Huntersville, Jacksonville, Raleigh, Rocky Mount, Wilmington, Wilson and Winston-Salem

How to Open a Tax Preparation Practice in North Dakota. Find North Dakota Tax Offices near: Bismarck, Dickinson, Fargo, Grand Forks, Jamestown, Mandan, Minot and Williston.

Starting a Tax Preparation Practice in Ohio. Find Ohio Tax Offices near: Akron, Canton, Cincinnati, Cleveland, Columbus, Dayton, Hamilton, Lorain, Parma, Springfield, Toledo and Youngstown.

Opening a Tax Preparation Practice in Oklahoma. Find Oklahoma Tax Offices near: Bartlesville, Broken Arrow, Edmond, Enid, Lawton, Midwest City, Moore, Muskogee, Norman, Oklahoma City, Owasso, Ponca City, Shawnee, Stillwater and Tulsa.

How to Start a Tax Prep Practice in Oregon. Find Oregon Tax Offices near: Albany, Beaverton, Bend, Corvallis, Eugene, Gresham, Hillsboro, Medford, Portland, Salem, Springfield and Tigard.

How to Open a Tax Prep Practice in Pennsylvania. Find Pennsylvania Tax Offices near: Allentown, Altoona, Bethlehem, Erie, Harrisburg, Lancaster, Philadelphia, Pittsburgh, Reading and Scranton.

Starting a Tax Prep Practice in Puerto Rico / Iniciando de una práctica de preparación de impuestos en Puerto Rico. Find Puerto Rico Tax Offices / Encuentre oficinas de impuestos en Puerto Rico near / desde: Arecibo, Bayamón, Caguas, Carolina, Guaynabo, Mayagüez, Ponce, San Juan and Trujillo.

Opening a Tax Prep Practice in Rhode Island. Find Rhode Island Tax Offices near: Coventry, Cranston, Cumberland, Pawtucket, Providence, South Kingstown, Warwick and Woonsocket.

How to Start Your Own Tax Prep Practice in South Carolina. Find South Carolina Tax Offices near: Charleston, Columbia, Greenville, Mount Pleasant, Rock Hill, Summerville and Sumter.

How to Open Your Own Tax Prep Practice in South Dakota. Find South Dakota Tax Offices near: Aberdeen, Brookings, Huron, Mitchell, Pierre, Rapid City, Sioux Falls, Spearfish, Vermillion, Watertown and Yankton.

Starting Your Own Tax Prep Practice in Tennessee. Find Tennessee Tax Offices near: Bartlett, Chattanooga, Clarksville, Cleveland, Collierville, Franklin, Hendersonville, Jackson, Johnson City, Kingsport, Knoxville, Memphis, Murfreesboro, Nashville and Smyrna.

Opening Your Own Tax Prep Practice in Texas. Find Texas Tax Offices near: Amarillo, Arlington, Austin, Brownsville, Corpus Christi, Dallas, El Paso, Fort Worth, Garland, Grand Prairie, Houston, Irving, Laredo, Lubbock, Plano and San Antonio.

How to Start a Tax Preparation Service in Utah. Find Utah Tax Offices near: Layton, Ogden, Orem, Provo, Salt Lake City, Sandy, South Jordan, St George, Taylorsville, West Jordan and West Valley City.

How to Open a Tax Preparation Service in Vermont. Find Vermont Tax Offices1040TaxBiz shows you how to start a tax prep business in Vermont near Barre, Burlington, Montpelier, Rutland, St Albans and Winooski.

Starting a Tax Preparation Service in Virginia. Find Virginia Tax Offices near: Alexandria, Chesapeake, Hampton, Harrisonburg, Lynchburg, Newport News, Norfolk, Portsmouth, Richmond, Roanoke, Suffolk and Virginia Beach.

Opening a Tax Preparation Service in Washington DC. Find Washington DC Tax Offices near: Alexandria VA, Arlington VA, Bethesda MD, Silver Spring MD, and Washington DC.

How to Start a Tax Prep Service in Washington. Find Washington Tax Offices near: Auburn, Bellevue, Bellingham, Everett, Federal Way, Kennewick, Kent, Kirkland, Renton, Seattle, Spokane, Tacoma, Vancouver and Yakima.

How to Open a Tax Prep Service in West Virginia. Find West Virginia Tax Offices near: Charleston, Huntington, Morgantown, Parkersburg, Weirton and Wheeling.

Starting a Tax Prep Service in Wisconsin. Find Wisconsin Tax Offices: near Appleton, Eau Claire, Green Bay, Janesville, Kenosha, La Crosse, Madison, Milwaukee, Oshkosh, Racine, Sheboygan, Waukesha and West Allis.

Opening a Tax Prep Service in Wyoming. Find Wyoming Tax Offices: near Casper, Cheyenne, Gillette, Laramie, Rock Springs and Sheridan.

How to Start a Tax Preparation Office in a US Territory. Find US Territory Tax Offices: in American Samoa, Guam, Northern Mariana Islands and United States Virgin Islands (USVI).