Tax Preparation Checklist for New Tax Preparation Offices

EFIN- Electronic Filing Identification Number Is your EFIN approved? If not, where are you in the process? Have you started your registration for your tax business?   PTIN- Preparer Tax Identification Number Is your PTIN renewed for the upcoming season? Are PTINs renewed for all the tax preparers in your tax business? Are you AFSP? […]

Federal Direct Thanksgiving Hours

Federal Direct will close at 6 pm EST tonight, Nov. 22nd, and we will reopen on Monday, Nov. 27th, at 9 am EST. We want to wish you all a warm and wonderful Thanksgiving holiday. Spending time with our families is one of the things that we are most thankful for, especially as we prepare […]

Post Completion Internal Return Auditing

Every tax office should have a system of self-audit to ensure that all returns are filed timely. Use form 9325 to stay organized and prevent any clients from falling through the cracks.  Check your tax software for reporting tools that will allow you to separate out un-filed and/or rejected returns. Following up on the acceptance […]

How to Name Your Tax Business

Naming your tax business is one of the most exciting parts of starting your tax business. Starting a tax business is not an overnight-decision so naming it will not be either.  Spend some time thinking about what services you plan to offer, the people you plan to serve, and other factors such as tax franchising […]


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


  • 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!


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


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