1040TaxBiz's
Story
In 1994 Gloria Harris started Lee’s Tax City in Indianapolis, Indiana as a local retail tax preparation business. Over the next 10 years Lee’s Tax City grew to 16 offices in 3 states. In 2004 Mrs. Harris started a Service Bureau, now known as 1040 TaxBiz offering direct wholesale of processing services. The rapid growth of the wholesale division grew to 300 offices over 12 states.
From 2004 to 2022 1040 TaxBiz grew to operation averaging 450 to 600 offices in 33 states. In 2009 the company made the decision to drop the retail offices, to focus on the wholesale services division. We maintain a single Lee’s Tax City location for testing and training purposes.
Over the last 29 years, 1040 TaxBiz has brought many new and innovated changes to the market. We were the first to introduce the “Shared Revenue” Model to the industry. This allowed us to offer a zero start-up program.
Our kiosk model was introduced in 2014 when Family Dollar contracted with 1040taxbiz to manage it’s national program for in-house tax preparation similar to Walmart.
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” .
Dedicated to Your BusinessManagement
With Experience
Chief Executive OfficerBrent Harris
Graduate of Indiana University. Started with 1040 TaxBiz right out of college. Brent provides the day to day management of all financial, regulatory agencies and vendor relation and acts as Ethical Compliance Officer. CEO/ CFO.
Chief Operating OfficerBrian Warden
Graduate of Indiana University. Comes from the banking and tax industry. Brian provides the day to day operational management that includes sales, client relations, and training of 1040 TaxBiz Partners and acts as COO.
Marketing ManagerAntonio Alford
Antonio joined the staff in 2019 as Client Relation Analysis. Today Antonio manages all online marketing and client training.
Office ManagerJodi Pollard
Jodi has been with 1040 TaxBiz for 11 years. She has held many positions within the company and enjoys working closely with our affiliates year-round.
What Do We
Stand For?
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Copyright by 1040TaxBiz. All rights reserved.
Copyright by 1040TaxBiz All rights reserved.