Income Tax Preparation Partnership Packages

Compare the partnership packages below to see which best fits your tax business’s needs. If you need explaining, roll over each tax support package heading for a short description. Or, give us a call at (866) 357-2052, we’d love to chat with you about our tax business software for tax preparers and your tax business opportunities…

We offer our tax preparation partners a powerful set of resources and a proven recipe for success stemming from our income tax preparation industry contact, tax business opportunities, 19 years of experience, and our dedicated partner support model. Unlike many tax professional software vendors and other competitors, we offer tax support by in-house professionals who can review and assist with returns before they go to the IRS; as well as comprehensive tracking for every return your tax office e-files. We work with both inexperienced tax preparers – providing training from the ground up – and also seasoned veterans, helping manage the back office administrative, support, and marketing needs with partnership tax software. Federal Direct’s Tax Partnerships provide the tax preparation tools you need to start and grow your tax prep business into a profitable career and beyond!

Enter the tax prep industry without having to spend a fortune. Our goal is profitability in year one and growth from there.

Industry leading software at affordable prices, all Individual forms and schedules supported with the ability to service corporate clients as well.

Offer your clients refund advances up to $6,000, the same day they file. Print refund checks in your office, prepaid debit cards, direct deposits and more…

IRS approved education provider; earn IRS CE credits while training and evolving your tax prep knowledge.

Clients don’t just show up! How are you marketing your tax business? Our plans can help!

State of the art. This is what really sets us apart. Speak with Tax pros and IRS Enrolled Agents. We don’t just support the software, we support your business.

Already have a business? Federal Direct has helped hundreds of partners add revenue to their existing bottom line. Our income tax partnerships offer add-on tax business opportunities for entrepreneurs in a variety of non-traditional businesses as well as traditional store front and home-based tax preparation businesses. Common existing businesses which have benefited from adding income tax preparation as an additional service line include: insurance agencies, check cashing and payday loan stores, pawn shops, mortgage brokers, attorneys, car lots, convenience stores, currency exchanges, and travel agencies along with a variety of others. We take pride in offering our tax programs for preparers and income tax partnership opportunities to everyone.
Get the right tax software and support for business and don’t let traditional business boundaries hold you back!

• Pre-season Refund Advances
• In-Season Refund Advance up to $5,000
• 1-2 week full refund checks printed in your office
• Pick up refund in Cash at local Wal-Mart Financial Service Centers
• Instant Issue Prepaid Debit Card
• Direct Deposit to their checking or savings account
• Traditional check in the mail from the U.S. Treasury

• Single & Multi office productivity & management reports
• Digital document management and archival of tax documents as required by IRS and bank regulations
• Tax office IT support and preseason installation services
• Real-time tracking of all e-filed tax returns
• New Tax Preparer training – tools & help for you and your staff
• IRS & State level approved continuing education
• Whole office and tax preparer level reporting
• Support with all IRS, Bank registrations, and e-file licensing
• Tax office security & compliance training