The 1040TaxBiz Ultimate Package makes it easier for you to grow and expand a tax preparation business at your own year round office. The professional business packages are for those who operate a year round tax business or office. This ultimate program gives you the ability to compete with the large established tax preparation companies.  We consider this to our Area Developer program, we work with you to grow through direct market expansion of multiple locations, and Indirect grown by Networking directly in other Markets.

All professional business packages include:

  • No renewal fee
  • 20% upfront commission from partner fees paid from new tax offices originated
  • Marketing: Flyers, Postcards, Posters (standard and custom), custom banners,  feather flags, Personalized internet marketing, CD of printable materials, Free giveaways program
  • Guidance: Market competition analysis, Printed resource manual, PTIN / EFIN assistance, Remote technical support, Business plan, Boosted location assistance, Lease negotiation
  • Services: Credit repair, ITIN, Settlement negotiationtest1
  • Onsite and Remote Training: Software (business & personal), Tax law, Marketing, Weekend boot camps
  • Refund Checks printed in office
  • Pick up refund in Cash at local Walmart Financial Centers
  • Prepaid Debit Cards
  • Direct Deposit to their checking or savings account

For an investment of $2499, a investment of your time, and a 80/20 share of the revenue after meeting Package Minimum  (25 tax returns), we can help you open and operate a full tax preparation office this next tax season that can compete with the large established companies. Generate additional revenue by developing additional tax offices in addition to revenue sharing for each subsequent office. Our trained professional staff will work with you from start to finish.

This ultimate package includes:

  • Current year of state & federal plus 6 prior years personal & small business tax returns
  • All 50 states E-File capability
  • Radio & TV ad creation assistance for additional costs
  • IRS PTIN registration and renewal
  • IRS EFIN application and registration
  • Tax preparation software
  • Tax office technical support
  • 15 IRS Continuing Education credit hours
  • Off-site data backup and storage
  • Bank products
  • Instant $1500 cash advance on tax refunds
  • Back office support
  • Tax return preparation support
  • Marketing and promotional materials
  • Marketing and income tax preparer training
  • Quality assurance for each tax return processed
  • Federal and state e-filing
  • Bilingual support
  • Custom website
  • And more this is the short list of program features....

No need to reinvent the wheel. We have a step-by-step process to make sure you are ready to hit the ground running. We have proven a system that provides all the tools and training necessary to be a successful entrepreneur in the tax preparation and electronic filing industry, whether you are new or a seasoned veteran. Call today to speak with one of our trained staff professionals and let us show you why this package is right for you!

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