We will be hosting a web conference for Federal Direct offices to go over operational details of the Tax Cash in 1 Hour Loan program.  If you have already partnered with Federal Direct, you will be receiving an email with details on attending this web conference.  Space is limited, and if necessary, we will schedule […]

Marketing, Marketing, Marketing….  That is what makes or breaks 99% of all tax office start-ups!  What is your office’s marketing plan for this tax season.  If you do not have one yet, be sure to log in and check out the Custom Marketing Center where you can adopt one of the predefined marketing programs, print […]

All Federal Direct partners will be receiving an overview description of the Tax Cash in 1 Hour Program today via email.  Be sure to check your mail and feel free to contact us with any questions or to review marketing strategies for your tax office this season.

Once your office has an EFIN (electronic filers identification number), we will be submitting your office for bank processing.  This process will allow you to have your fees withheld from your clients tax refund.  There is  the possibility that you might get a call from the bank to verify contact info and office location.  Please […]

The Earned Income Tax Credit (EITC) is by far the largest refundable credit available to individuals filing tax returns.  This fact inevitably brings the scammers out of the woodwork trying to cash in on what they see as easy money.  The fact of the matter is that you, the tax preparer, need to be sure […]