1040TaxBiz's
Story
From One Office to a Nationwide Network – The 1040 TaxBiz Story
What started as a single retail tax office in Indianapolis, Indiana back in 1994 has grown into a powerhouse in the tax preparation industry. Originally founded as Lee’s Tax City, we expanded rapidly, reaching 16 locations across three states within our first decade. But that was just the beginning.
In 2004, we took a bold step forward by launching our Service Bureau division—now known as 1040 TaxBiz—to offer direct wholesale tax processing services. The response was overwhelming. Our network quickly grew to 300 partner offices across 12 states, driven by our commitment to innovation and success.
Fast forward to today, 1040 TaxBiz proudly supports between 450 to 600 offices across 45 states each year. Over the past 20 years, we’ve introduced groundbreaking programs to the industry—most notably the “Shared Revenue” Model, which revolutionized the way tax businesses get started by minimizing upfront costs and decreasing financial risk getting into the tax industry.
Our mission is simple: to empower ambitious individuals and firms to build profitable, sustainable income tax businesses. We partner with those who are driven, marketing-minded, and ready to put in the effort it takes to succeed.
At 1040 TaxBiz, we believe our partnership packages offer one of the best opportunities in the tax preparation industry—because when you grow, we grow.
1040TaxBiz core values are reflected in our everyday practices and standards. We ask our team members and our Partners to adhered the highest industry standards. We work in an industry that our Clients trust is the foundation of our business practices.
We ask our Partner to accept the we are legally and ethically bound to make decisions in the client’s best interest.
Tax Professionals can be found in many different relationships, such as investment, and business advisors to a client.
We at 1040taxbiz; in all of our training and relationship continue this messaging to our Partners with an goal of instilling this ethical standard in their practice.
Tax preparers have a duty to remain objective and, to a degree, independent from their clients. A situation in which clients have competing interests that could make it difficult for tax preparers to perform services fairly and objectively could be a conflict of interest. It is a best practice to avoid potential conflicts by having procedures in place before accepting new engagements or new clients to determine if the interests of the potential new client conflict with an existing client. Additionally, because there could be a conflict of interest with the tax preparation firm or member of the firm, potential new clients should be vetted with firm members. All of our offices must adhered to the IRS Circular 230 for Tax Professionals
After 29 years in the Tax Industry we know with out a doubt. “Play by the rules to succeed” .
What Do We
Stand For?
Ready to be your own Boss?
Copyright by 1040TaxBiz. All rights reserved.
Copyright by 1040TaxBiz All rights reserved.