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.