Compare Our Partnership Packages

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

Quick Start - $299

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Break into the tax preparation industry on a tight budget. Current year Interview based software with all states e-filing. One-on-One software orientation training program, IRS registration assistance, year round tax and technical support, marketing programs and campaign support to establish and grow your business.

Silver - $599

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Current plus prior 2 years back-tax filing on our Interview based software with all states e-filing. Many preparers first starting out choose the Silver package because of the ability to train quickly and be prepared for this tax season with limited IRS registration support, year round tax and tech support, enhanced marketing programs, More options = More revenue!

Gold - $999

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Our most popular partnership. Professional software offering all forms & schedules including Amendments and Extension filing. Current plus prior 3 years Federal and all states. Network installation with year round tech and tax support. Choose the best fit for you, Online or Desktop installed software.

Most Popular Partnership

Platinum - $1899

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Solutions for a complete tax office. Professional software for individual, corporate & immigrant clients, Not-for-Profit, LLC, Fiduciary and Trust returns, Estate and Gift Tax and Employee Benefit Plan filings. Tailored Marketing campaigns for client acquisition and growth.

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, 16 years of experience, and our dedicated partner support model. Unlike many tax 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. Federal Direct’s Tax Partnerships provide the tools you need to start and grow your tax prep business into a profitable career and beyond!

Low Cost / High Value

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

Tax Software built for Tax Preparers

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

Rapid Tax Refund Options

Offer your clients a $2,500 advance on their tax refunds! Print refund checks in your office, prepaid debit cards, direct deposits, and more…

Comprehensive Tax Preparer Training

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

Low Cost Tax Office Marketing Programs

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

Complete Tax Office Support

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.

Diverse Tax Office Opportunities

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!



Offer these customer refund options through your tax service:

 

  • 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

Management Tools to take your Tax Business to the next level:

  • 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
  • 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!


  • 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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