Support and Training

Professional Support Package for EAs, CPAs, & Attorneys

So, you have already earned your stripes as an EA, CPA or Attorney and now you need a little support growing your business and filing tax returns… You are not alone. Federal Direct works with a large group of professionals, helping them grow their customer base, and provide comprehensive tax solutions to both individual and corporate tax filers. Many professionals are highly educated and trained in specific areas, but tax preparation covers a very broad expanse of information and if you don't work within specific niches, it can be confusing and intimidating without someone to discuss and review with. This is where we come in!

We can sum up our professional support in 2 words, "expertise" and "in-house". Enrolled Agent tax support is a key factor that sets Federal Direct apart from traditional tax software vendors. Our tax support is provided by in-house professionals, and that means tax attorneys and enrolled agents. If you have called our office before, chances are that you have already talked with one. Our on-staff Enrolled Agents specialize in different areas of taxation so no matter what your specific query is, we can help. Corporate? Immigrant tax questions? Representation handling questions? We've got you covered. Our philosophy is that whether you are dealing with low level basic tax returns or the most complex tax cases your clients can throw at you, we want to give you the tools to never turn away any tax client for any reason, no matter what! You will have access to our in-house tax professionals immediately, so when the problem or issue is right in front of you, all you need to do is call. Our hold time is consistently less than one minute, year over year.

Discounts for knowing your stuff!

We know that you know the basics… You don't have to ask what a dependent is and who qualifies for being head of household. We know your fairly self sufficient but have higher level questions, software navigation issues, IRS procedures to discuss, common scenarios we can share our experiences with and of course when situations come out of left field we are here to brainstorm with you. We offer a significant professional courtesy discount to any EA, CPA or Attorney in good standing. The discount is $1000 off of our full Platinum package including Corporate Modules, or $400 off of our Professional Individual Gold package.

Professional Continuing Education

Federal Direct offers over 60 hours of IRS accredited Continuing Education taught by our in-house EAs and Tax Attorneys. Many Professionals use these for both keeping up on their own education and for their staff as well. Courses are annually updated and available both live and in archived recordings so you can get your tax training on your schedule, whenever you are available.

Immigrant Tax Services & ITINs

The ITIN market is growing as the U.S. immigrant population continues to expand. The Hispanic market is growing the fastest of all of these. The opportunity is to contact, develop, and capture market share in this growing niche. Average Federal Direct office revenue for Hispanic-focused offices offering ITIN application services was 282% greater than offices who chose not to offer these ITIN services. Taking advantage of this opportunity is not beyond your reach. Tax-filing in the immigrant market is a great way to grow your tax business. Those who do not have a valid Social Security Number still need to file taxes while residing in the United States, and many times are due a refund. Foreign investors need an ITIN to meet their own tax filing requirements. The process simply involves preparing a tax return, adding and completing Form W-7, and accumulating the proper documentation. In Our Experience this market is growing. This market is loyal. This market gives referrals. Most importantly, this market is under-served. This market increases your business year after year. This market is profitable. To be a success in serving this market, three things must be accomplished: 1) Proper software and training. 2) Marketing and support. 3) Service to the client. Federal Direct’s Platinum Partnership with the six (6) prior years’ software and ITIN training and support gives you the tools you need to reach the ITIN market and offer them the services they both need and want.

Growing Your Tax Practice

You might be the most proficient tax professional in the state, but if clients don't know who you are or what you do, your business will not grow! Federal Direct wants to help this! We have marketing programs designed for new and existing professional firms targeting brand awareness, new customer growth, retention, and referrals. You will notice the difference it makes having a marketing manager available to discuss your ideas and growth ambitions for your tax business. Identify your target market and start your plan for increasing your client base today!

Learn More Now

We want to help you grown professionally, and we want to help your business grow also! Federal Direct has been supporting independent tax offices since 2002 and we know we can help your tax prep business. Federal Direct provides comprehensive solutions allowing you to focus on business growth. Give us a call to see if our services can help provide you piece of mind the next step in your tax prep business' development!

  • 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!

  • 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!

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