We Work,
You Prosper!
Revenue Sharing
No Fixed Costs
How do we make money?
We recoup our upfront cost of getting you operational by sharing in the tax preparation fees you charge. You set the fees, you decide how much to charge your clients.
We only make money
When you make money
Give Clients Access
To Money FAST
1040Taxbiz Will Guide You To Success!
Start
Mutual Vetting
During this time 1040taxbiz will discuss the benefits and features of our service. We also determine the viability of the prospective affiliate. The prospective affiliate will determine if the 1040taxbiz program is right for them by asking any questions or concerns.
Enrollment Period
Once you are ready to move forward, 1040 TaxBiz will send out your service agreement. Upon completion 1040 TaxBiz will then provide instructions within our “WELCOME EMAIL” outlining next steps as well as obtain remaining required docs for enrollment. Once all steps are completed you will be added to the 1040 TaxBiz family and begin onboarding!
Onboarding
Now that you are a partner with 1040 TaxBiz, we can start the process of enrolling you in the authorized IRS E-file program, the IRS PTIN program, our software platform, banking platform and our in-house management platform.
Pre-Season Strategy
During this period 1040 TaxBiz will work with you to discuss your goals and create a strategy for success. This is a time for creating your marketing plan, building your brand and websites, finalizing your office set up, recruiting tax preparers, and all other essentials for tax season!
In the Heat
Training
1040 TaxBiz provides online training covering everything from tax law, tax software, ethics, office management, and marketing. The training will be conducted by live instructors utilizing live interactive webinars, as well as you are given access to our library of recorded webinars to train at your convenience.
Final Push
This period between October and January 1 is essential for your success during tax season. 1040 TaxBiz will assist ensuring you are heavily marketing all the benefits that you are providing potential clients. We do a final audit of your office to make sure you are all set and ready to go for tax season.
Tax Season
Office Set!
In this industry you have understand that you make your revenue in just 8 to 12 weeks. You have to capitalize on potential clients before they file with your competition. Be ready to make changes on a daily basis. Your return on your investment will be determined by the time & effort you put in. The real secret to success is selling & marketing of your services.
Relax, Evaluate, & Renew
Now that you’ve completed tax season, you can enjoy the fruits of your labor! 1040 TaxBiz will work with you individually to discuss the highs and lows of the season and how you can improve for future years as well as build on the numbers you generated! When the time comes we would love to have you work with us again and we will renew our service to help GROW your tax preparation business!
Copyright by 1040TaxBiz. All rights reserved.
Copyright by 1040TaxBiz All rights reserved.