1040TaxBiz Prospect Package

Invest in yourself, start with ZERO costs!

Our Prospect package allows you to start with zero costs and provide all the same services as local competitors!

Prospect Package Features

  • $299 Fee Waived For New Customers – Invest in yourself! Instead of purchasing software why not invest that into your marketing?
  • IRS Registration Assistance – We’ll help you get your EFIN and PTIN so you can show your clients that you are a legitimate tax preparer! 
  • Bank Enrollment & Onboarding – You’ll be able to do up to $6000 refund Advance your first year by joining 1040Taxbiz!
  • All States & 3 Years Prior Included – With 1040Taxbiz you’re not limited to your local market! File for anybody in the United States and e-file the past 3 years! 
  • Digital Marketing Kit – We provide customer templates that can be easily edited for your business and used to grow your social media presence and profiles! 
  • Mobile App – Customer can upload their documents and sign their return on most  up to date mobile devices!
  • Minimum 5 Refund Transfers Required – We know everybody has to start somewhere, don’t feel pressured to do a ton of returns immediately!

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    Before Return Is Filed

    Complete Return

    Your customer will provide you with all documents they wish to file (W2,1099, Schedule C, etc) and you’ll enter these documents into our easy to use software. Once everything finished you’ll mark the return complete.

    Submit For Review

    Once the return has been completed, tax office will go through the invoicing process to determine preparer fees and how their client would like to pay (upfront or out of their refund). Once the invoicing is completed the return is ready to be submitted to the IRS through 1040TaxBiz.

    Once Return Is Filed

    Accepted By IRS

    As long as everything on the return is accurate and has no errors the IRS will “Accept” the return, acknowledging that the client has successfully filed for that tax season. Where’s my refund should reflect a refund date usually within 5-10 business days of a return being accepted.

    Return is Funded

    As long as your customer has no prior obligation or back taxes their refund should be processed by the IRS within 3-4 weeks. This can be delayed due to IRS investigations and/or offsets in the refund. Persuading your clients to do a refund advance could get them some money early however!

    Tax Office Receives 60% Split

    Once your client is funded, the following week 1040TaxBiz will send you your 60% of the preparation fees. We’ll also send out a weekly statement so you know how much to expect each week! 

    Copyright by 1040TaxBiz. All rights reserved.

    Copyright by 1040TaxBiz All rights reserved.

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