Support and Training

Tax Preparer & Office Training

  Personalized Orientation with the Software and Filing Process

  • Intensive one-on-one with a professional tax trainer
  • First session is typically 3-4 hours
  • Orientation covers additional partner resources and tax software training

  Independent Study Materials

  • Practice return modules
  • Live support for training modules
  • Range of topics & levels of complexity
  • Suggested study plans to maximize learning potential

  Online Tax Preparation Courses

  • Archived for convenience & review
  • Pre-training exposure: tax software training
  • Tax prep courses slower-paced for easy retention

  Live Tax Industry Webinars

  • Hosted by credentialed tax professionals
  • Continuing Education credit possible
  • Tax prep courses cover wide-ranging topics with varying levels of complexity
  • 1-3 hour course lengths
  • Live Q&A with presenter

  IRS Continuing Education Courses

  • Hosted by credentialed tax professionals
  • Live attendance grants automatic CE credit
  • Tax prep courses include archived courses for self-study
  • 1-3 hour lecture times depending on topic
  • Live Q&A with lecturers

  Advanced Courses Leading Up to AFSP and Professional Designations

  • AFSP credentialed preparer
  • Enrolled Agent exam prep
  • CPA exam prep

  • 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!



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


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


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