Check Out Our
Business Packages
Whether you're an individual looking to start your first tax office, an experienced preparer seeking better support, or an established business owner ready to expand, our Business Packages provide the tools and guidance needed to operate a professional and profitable tax preparation business.
- Start Today with Deferred Enrollment Fees
- Professional Tax Software
- Up to 3 User System Access
- IRS Registration Assistance
- Bank Enrollment & Onboarding
- Live & Recorded Tax Law & Software Training
- Year-Round Tax & Technical Support
- All States & 3 Prior-Year Returns Included
- Mobile App Access
- Digital Marketing Kit
- Bank Product Rebates
- Access to Audit Protection Services
- TaxGPT AI Assistance
- Offer Eligible Clients Up to $7,500 Refund Advances*
- Start Today with Deferred Enrollment Fees
- Professional Tax Software
- Up to 5 User System Access
- IRS Registration Assistance
- Bank Enrollment & Onboarding
- Live & Recorded Tax Law & Software Training
- Year-Round Tax & Technical Support
- All States & 3 Prior-Year Returns Included
- Mobile App Access
- Digital Marketing Kit
- Bank Product Rebates
- Lower Bank Product Fees
- Access to Audit Protection Services
- TaxGPT AI Assistance
- Offer Eligible Clients Up to $7,500 Refund Advances*
- Start Today with Deferred Enrollment Fees
- Professional Tax Software
- Up to 10 User System Access
- IRS Registration Assistance
- Bank Enrollment & Onboarding
- Live & Recorded Tax Law & Software Training
- Year-Round Tax & Technical Support
- All States & 5 Prior-Year Returns Included
- Mobile App Access
- Digital Marketing Kit
- Bank Product Rebates
- Lowest Bank Product Fees
- Access to Audit Protection Services
- TaxGPT AI Assistance
- Offer Eligible Clients Up to $7,500 Refund Advances*
Why Tax Professionals Choose 1040TaxBiz
Comprehensive Startup Support
Launching a tax business involves multiple steps, including obtaining the proper credentials, selecting software, enrolling with banking partners, and developing a client acquisition strategy. We simplify the process by providing guidance and support at every stage.
Industry-Leading Tax Software
The right software can improve accuracy, increase efficiency, and provide a better experience for both tax preparers and clients. Our packages include professional tax software solutions designed to handle a wide range of tax situations.
Marketing Resources to Grow Your Client Base
Many tax professionals know how to prepare returns but struggle to attract clients. Our marketing resources help you establish a professional presence, build trust in your community, and generate more business throughout the year.
Ongoing Personal Training
Tax laws, technology, and industry trends constantly evolve. Our personal training resources help ensure you stay informed and prepared to serve clients effectively while growing your knowledge and confidence.
Live Customer Support
Questions and challenges can arise at any point during the tax season. Our team is available to provide assistance when you need it, helping you resolve issues quickly so you can focus on serving your clients.
Scalable Growth Opportunities
Whether you plan to operate a single office or expand into multiple locations, our packages are designed to support your growth. As your business evolves, you’ll have access to the tools and resources necessary to continue scaling your operation.
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Interested? Check Out Our
Frequently Asked Questions
Getting started with 1040 TaxBiz is more affordable than ever. We offer flexible business packages designed for both virtual and full-service tax offices, and you can start with deferred enrollment fees to reduce upfront startup costs while building your business. Our goal is to help you launch and grow your tax office with the tools, training, and support needed for success. Schedule a free consultation to find the package that best fits your goals and business needs.
Yes. We provide marketing support designed to help you promote and grow your tax business, including digital marketing materials, social media templates, and business growth training. While clients are not directly assigned to your office, our team provides ongoing guidance, resources, and support to help you attract customers, build your brand, and grow your business year after year.
Yes. As a partner with 1040 TaxBiz, you may offer eligible clients access to bank products, including refund transfers and refund advance programs up to $7,500 through participating financial institutions. Our team will assist you with bank enrollment, onboarding, and setup to help ensure you are ready for tax season. Refund advances and bank products are subject to bank approval and eligibility requirements.
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 2027 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.
Ready to get started?
Contact Us today!
Whether you’re just starting out or looking to grow your existing tax business, 1040TaxBiz provides the essential tools, comprehensive training, and ongoing support you need to thrive.
We guide you through every step—from business setup and IRS registration to marketing strategies, virtual filing, and bank product integration—making it simple to launch and expand a successful tax practice, whether you operate in-person or online.
Copyright by 1040TaxBiz. All rights reserved.
Copyright by 1040TaxBiz All rights reserved.