Open a Tax Office – Professional Setup Services

Paperless File Management System

Office Setup

Interested in learning how to start a tax business? Opening a tax office can be intimidating, and rightfully so; you are dealing with the IRS! It is a considerably more complex process than opening a traditional retail business. There’s much to consider, and not all elements of the registration process are quick and painless. Instead of guessing your way through the steps to opening a tax office, and potentially missing crucial steps, let Federal Direct guide you through tax office management. We can help ensure a successful foundation for starting a tax business and set up your office. Tax season is short and delays in the licensing and registration process can cost your new tax business serious money for any days missed. Federal Direct has helped over 1300 tax offices get set up with the IRS and the various state filing agencies. Put our experience and expertise to work for your tax office so you can on working on growing the business and marketing to bring in more clients!

 

What You Need Most

When people offer to help you get your business off the ground, few have any real idea what real obstacles you will be facing when starting a tax business. At Federal Direct Tax Services, we know what needs to be done opening a tax office. Prioritization of the tax office design process is crucial to getting everything done timely so you don’t miss any valuable days during the short window of the tax season. As a business owner you need to identify the Critical areas of your business, and even though there are many Important areas; the Critical ones need attention to ensure your businesses stability and viability. Federal Direct helps you pinpoint these Critical areas and get them done!

 

Better Software, Better Tech Services

Opening a tax office and getting the technology working properly is essential to the overall success of your tax prep company, and one of the most notable tools of the tax preparation trade is your tax software. Our software sets the standard in the tax prep industry and is used in all of the IRS Vita sites across the country and also on all military bases for their tax services. While tax software is the pinnacle of your offices technology, Federal Direct provides many more technical tools to increase your office’s efficiency and productivity such as our encrypted paperless file management system, online 24/7 office training materials, screen sharing access for technical and tax support, and many more!

 

Take the Frustration out of Registration

When opening a tax office, one of the biggest headaches for tax prep companies is the red tape and time commitments required for all the registrations that must be filed. The good news is, we are here to help with office setup services. With over 1,300 tax office registrations under our belt, we can confidently say that we can streamline your tax office’s registration experience and make it as painless as possible. IRS EFIN application, CAA ITIN registration, Preparer Tax ID numbers and Banking Registrations all become manageable, trackable, and flat out Done with the help of Federal Direct! Cut back on paperwork, processing time, and long calls to the IRS that get you nowhere. Don't get lost wondering how to start a tax business. Federal Direct helps you manage a seemingly unmanageable process and lets you focus on what really matters, opening a tax office and growing your tax prep business!


  • Be your clients’ hero! Our in-house Sure & Secure IRS Audit coverage makes you a true Problem Solver!


  • Ready to offer tax services to undocumented aliens? We have the training and support to make it happen!


  • Federal Direct provides back office support to free your business up to GROW!


  • Federal Direct knows the focus and dedication it takes to grow your tax business!


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