Office Management assistance for our Partners

1040taxbiz gives its affiliates all of the information, education, software and tools required to run a successful Income Tax Preparation business.

To meet IRS guide lines

All client information is confidential. You need to have all hard copy files in a locked file cabinet. If digital, your files need to be password protected. You must have security systems in place to prevent unauthorized access by third parties to taxpayer accounts and personal information.

Here are some things you should consider in creating and protecting passwords:

  • Longer passwords are safe and more difficult to guess. A strong password should be a minimum of eight characters. It should include a combination of letters, numbers and symbols or special characters. Your password should include at least one uppercase letter, one lowercase letter, one number and one symbol or character.
  • Personal information should not be included in your passwords. Names of siblings, children, pets, etc., are generally available on social media, which makes it easier for cybercriminals to figure out your password.
  • Avoid using the same password for all of your information systems, accounts or devices. If someone does guess one password, they will not have access to all your systems, devices or data.
  • Substitute numbers and symbols for letters in words or phrases to make it more difficult to guess a password.
  • Do not share your password and be careful of attempts to trick you into revealing your password.

Office Location

With our software being in the cloud you can run your office anywhere you have a Wi-Fi connection. A brick-and-mortar location increases visibility. With your package you will receive:

  • A banner
  • Posters showing the different services offered including tax preparation, audit protection and cash advances.

Furniture and Equipment Needed

  • Computer/Laptop
  • Multi- Function Printer
  • Phone
  • Desk or folding table 3 – 5 folding chairs for tax preparer and clients. If room permits, you might want to have some extra chairs for clients that are waiting
  • 9×12 Envelopes
  • Internet connection