Getting started is simple! All you need is a valid ID and a laptop or computer. We’ll assist you in obtaining your PTIN (Preparer Tax Identification Number) and guide you through the process of applying for your EFIN (Electronic Filing Identification Number). If you’re new to the industry, don’t worry — we offer complete business setup support, comprehensive training, and ongoing guidance. No prior tax experience is needed!

Getting started with 1040TaxBiz can be as affordable as $99. We offer flexible business packages tailored to your needs—whether you’re launching a virtual tax office or setting up a full-service brick-and-mortar location. Schedule a free consultation to explore the best fit for your goals and budget.

Absolutely! Our virtual tax office solutions are designed to let you work from anywhere. We provide a secure mobile app, cloud-based tax software, and remote tools for client intake and e-filing — everything you need to run your tax business from home or on the go.

Yes, we do! We equip you with customized marketing materials, social media templates, and training to help you promote your services and grow your client base. While we don’t directly assign clients to you, we offer ongoing business mentorship and support to help you build and scale a successful tax office year after year.

Yes! As a partner with 1040TaxBiz, you’ll have access to bank products, including refund transfers and refund advances up to $7,000 for your clients. We’ll guide you through the approval process and provide full support with setup from start to finish.

You’ll receive real-time support from our expert team throughout tax season. This includes hands-on software training, tax preparation guidance, business coaching, and live assistance when you need it most. Plus, you’ll have 24/7 access to TAXGPT, our AI-powered tax assistant, to help answer questions anytime. We’re with you every step of the way.

Once you’ve completed all onboarding steps, you can begin training within 24–48 hours. Although you won’t officially start filing returns until the 2026 tax season, we’ll help you fast-track your paperwork and set up your systems so you’re fully prepared and confident when the time comes.