Marketing

Network Marketing

Return Acceptance & Audit Protection>

This is a RAL replacement program that allows you the ability to offer your clients instant loans up to $1,500 dollars. The ability to offer instant loans and 1-2 day loan products gives your tax office an advantage over other tax preparers in your area.

Tax Cash Now>

This is a RAL replacement program that allows you the ability to offer your clients instant loans up to $1,500 dollars. The ability to offer instant loans and 1-2 day loan products gives your tax office an advantage over other tax preparers in your area.

Youth Organization>

The Youth Organization referral program enables Youth Sports Leagues, etc. and their leaders to introduce and to refer you to their members for tax preparation and rapid refund services. You make coupons and brochures available for the members and offer a donation to the organization as an incentive for the referral.

Realtor>

The Realtor referral program enables Realtors to introduce and refer you to their clients for tax preparation and rapid refund services. You provide coupons and brochures for the clients and offer a referral fee to the realtor or a donation in the realtor's name to their favorite charity as an incentive for the referral.

Marketing Network>

This program offers an incentive to organizations who wish to make tax preparation available to their members. This program is for organizations where control of a group of businesses would enable an endorsement of your services for their members or potentially selling of your services to a group of businesses or interest groups. Simply offering to allow the marketing staff access to your materials will enable them to endorse you and have their members either contact you or provide a list for you to contact the members and provide coupons and other materials to their members for referrals for their personal tax preparation needs. The incentive will be for a per-return-fee remitted back to the fund raising business.

Fund Raising>

This program enables you to target varied organizations from the Moose Lodge to the United Way! You contact the board members and offer to provide discounted tax preparation services for the members and in exchange for the referral and introduction, offer a donation as a percentage of the preparation fees back to the organization. You make coupons and brochures available for the members as well as even potentially creating good will through personal appearance and addressing the fund raising organization's members.

Bankruptcy Attorney>

This program enables you to approach Bankruptcy Attorneys in your area and solicit their clients' tax preparation business. Many people are unaware that to legally be able to file a bankruptcy you must be current with your prior 5 years of tax filings. This makes you a bankruptcy attorney's best friend! You have the ability to turn their prospective clients into paying clients by two methods; not only by getting tax refund money into their hands, but also by getting their current and back years tax returns filed so that they can become viable candidates for filing a bankruptcy.

Financial Services>

This program enables you to place your marketing materials in the check cashing location and gain from their customer traffic. These clients are natural Rapid Refund customers for you. You offer to refer your clients for whom you have printed a refund check to the check casher for their service. Usually you suggest that they give a discount or coupon for the service as an incentive. You place a poster and coupons, etc. in the location and this way you both gain business.

Fax A Tax>

This program enables you to prepare tax returns referred by local businesses without ever seeing the client. You have the Interview Sheets, income and identification information faxed to you, you prepare the return, fax the signature pages to the client at the referring business for signature and once these are signed and returned to you, you file the return, print the check and deliver to the client. You share a referral fee with the referring business as an incentive.

Employer>

The Employer referral program enables employers to introduce and refer you to their employees for tax preparation and rapid refund services. You place coupons and payroll stuffers in the pay envelopes for the employees and offer a donation in the employer's name to his or her favorite charity as an incentive for the referral.

Day Care>

As an incentive for referral and introduction to the parents of their children. You offer to give a party and provide a small goodwill gift to the children. You offer to provide the information required of the Daycare center for the parents of the expenses that can be claimed on for 2441 for child care expenses. You provide coupons and gifts as well as the admin help for the Daycare. This is a great goodwill generator!

Church>

The Church referral program enables churches and their leaders to introduce and to refer you to their members for tax preparation and rapid refund services. You make coupons and brochures available for the members and offer a donation to the church as an incentive for the referral.

Auto Dealer>

This program costs you nothing. You provide cash through a tax refund to customers of the auto dealer for a vehicle purchase. The auto dealer faxes you the information (like the Fax A Tax program), but a power of attorney is included so the check may be distributed to the Auto Dealer to use the refund as a payment toward the purchase of a vehicle. You prepare taxes, the dealer sells cars! It's a Win-Win program!

Apartment>

The Apartment Community referral program enables the apartment managers and staff to introduce and refer you to their tenants for tax preparation and rapid refund services. You distribute coupons and brochures to the tenants and offer a donation to a selected charity in the apartment community's name to their favorite charity as an incentive for the referral.

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


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


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



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


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