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? […]

Tax Preparer Tips – MN State refund distribution delay

Note to all offices preparing MN state tax returns – Minnesota has placed their state government offices and agencies on a skeleton schedule while they attempt to pass an acceptable budget.  This state processing shutdown will have an effect on any clients that are currently waiting for a MN state tax refund, as they are […]

Get your PTIN early this year

The IRS is moving forward with implementing their testing requirement for tax preparers and they have stated that this will be in place for this coming 2011 tax season, starting January 2012.  One way to postpone having to take the preparer competency examination is to have your PTIN issued prior to the IRS implementing the […]

Race to St. Patricks Day Tax Filing Contest!

Be sure to participate in the mid season Race to St. Patrick’s Day filing contest.  Cash prizes are awarded to the first and second place offices for return volume relating to both bank products and e-file only returns! For more details see our full promo sheet: Race to St. Patrick’s Day Tax Filing Contest.

Kansas IRS Service Center Closed due to weather!

The Kansas State offices have been closed since Monday afternoon because of the weather. Our last efile batch retrieval from IRS was Monday morning. We should be back to work Thursday and resume the legacy e-file processing.

  • 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!


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



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


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