Service Bureau
Authorized Service Bureau & Software Partner

Start & Grow Your
Tax Preparation Business

We provide small tax offices and independent preparers with professional tax software, step-by-step PTIN & EFIN assistance, banking partner enrollment, and high-payout revenue split packages. Launch with confidence and zero guesswork.

Professional Desktop & Cloud Software
PTIN & EFIN Application Guidance
Up to 85/15 Revenue Share Splits
Offer Up to $7,500 Refund Advances
Call Specialist:317-543-5570•Deferred Enrollment Options Available
Tax preparer working on client tax files
Complete Support

"From credential filing to training our staff, Inreach Tax ProSuite made opening our office seamless."

Shambresha Rivera — Partner Office

Existing office location?Office Login

PTIN & EFIN Assistance

We walk you through IRS e-Services, fingerprinting protocols, and state compliance to obtain your Electronic Filing Identification Number.

Flexible Revenue Share

Choose 70/30, 80/20, or 85/15 revenue splits with deferred enrollment options. Keep maximum return fees while gaining enterprise support.

Turnkey Office Portals

Create software accounts, manage multi-preparer offices, offer mobile client intake apps, and access 24/7 TaxGPT AI assistance.

Tailored To Fit You & Your Business

Check Out Our Business Packages

Starting and growing a tax preparation business requires more than just tax software. Success comes from having the right systems, support, training, and business resources in place from day one. Choose your revenue split and software tier below.

Business-CollectionUp to 3 User System Access

1040 PROSPECT

70/30 Revenue Share
$99Deferred enrollment fee options

Ideal for new tax professionals launching their practice with maximum support and minimal upfront overhead.

  • Start Today with Deferred Enrollment Fees
  • Professional Tax Software (Desktop & Cloud)
  • Up to 3 User System Access
  • IRS Registration Assistance (PTIN & EFIN Guidance)
  • Bank Enrollment & Partner Onboarding
  • Live & Recorded Tax Law & Software Training
  • Year-Round Tax & Technical Support
  • All States & 3 Prior-Year Returns Included
  • Mobile Client Intake App Access
  • Digital Marketing Kit & Client Acquisition Playbooks
  • Bank Product Rebates (Earn on every bank product)
  • Access to Audit Protection Services
  • TaxGPT AI Assistance & Fast Form Answers
  • Offer Eligible Clients Up to $7,500 Refund Advances*
★ Most Popular Choice for Tax Offices ★
Startup-And-New-BusinessUp to 5 User System Access

1040 PRO

80/20 Revenue Share
$299Deferred enrollment fee options

Our most popular package for growing offices with preparers, higher volume, and lower processing fees.

  • Start Today with Deferred Enrollment Fees
  • Professional Tax Software (Desktop & Cloud)
  • Up to 5 User System Access
  • IRS Registration Assistance (PTIN & EFIN Guidance)
  • Bank Enrollment & Partner Onboarding
  • Live & Recorded Tax Law & Software Training
  • Year-Round Priority Tax & Technical Support
  • All States & 3 Prior-Year Returns Included
  • Mobile Client Intake App Access
  • Digital Marketing Kit & Custom Social Graphics
  • Bank Product Rebates (Earn more per return)
  • Lower Bank Product Fees
  • Access to Audit Protection Services
  • TaxGPT AI Assistance & Fast Form Answers
  • Offer Eligible Clients Up to $7,500 Refund Advances*
High-Volume-OfficesUp to 10 User System Access

1040 PREMIUM

85/15 Revenue Share
$499Deferred enrollment fee options

Maximum revenue retention and high-volume multi-seat scalability with 5 prior years included.

  • Start Today with Deferred Enrollment Fees
  • Professional Tax Software (Desktop & Cloud)
  • Up to 10 User System Access
  • IRS Registration Assistance (PTIN & EFIN Guidance)
  • Bank Enrollment & Partner Onboarding
  • Live & Recorded Tax Law & Software Training
  • Year-Round Dedicated VIP Tax & Tech Support
  • All States & 5 Prior-Year Returns Included
  • Mobile Client Intake App Access
  • Full Digital Marketing Suite & Custom Branding Assets
  • Highest Bank Product Rebates
  • Lowest Bank Product Fees
  • Access to Audit Protection Services
  • TaxGPT AI Assistance & Fast Form Answers
  • Offer Eligible Clients Up to $7,500 Refund Advances*
* Refund Advance & Bank Products: Offered up to $7,500 through participating financial institutions with zero out-of-pocket fees to your clients. Subject to bank approval.
Questions? Call 317-543-5570
The Service Bureau Advantage

Why Tax Professionals Choose Inreach Tax ProSuite

We partner with independent tax preparers, bookkeepers, and multi-office firms to provide enterprise-grade infrastructure without massive franchise fees.

Comprehensive Startup Support

Launching a tax business involves multiple steps: obtaining PTIN/EFIN, software configuration, IRS registration, banking partner onboarding, and client acquisition. We guide you at every stage.

Industry-Leading Tax Software

High-accuracy desktop and cloud solutions designed for speed, all 50 states, multiple prior-year returns, and integrated remote client intake with digital signatures.

Marketing Resources & Kit

Attract local and virtual tax clients with turnkey flyers, digital social media kits, tax promo banners, and proven client growth playbooks tailored for small tax offices.

Live & Recorded Training

Continuous tax law updates, PTIN/EFIN guidance, software keystroke mastery, and CE credits to keep you confident and compliant throughout the tax season.

Dedicated Year-Round Support

Real tax professionals and tech support ready when you need them. Plus 24/7 TaxGPT AI assistance for immediate tax code calculations and error diagnosis.

Lucrative Revenue Share & Bank Rebates

Earn generous preparation fee splits (70/30, 80/20, or 85/15) with deferred enrollment options, plus earn bank product rebates on every processed refund transfer.

Tour The Platform

Watch How We Help You Launch & Scale

See how our software, PTIN/EFIN setup, and bank product integration give your tax office the competitive advantage.

"I have been using 1040 Tax Biz for about 3 years now and they are by far the best. The support they give is unmatchable!"

Shambresha Rivera

Independent Tax Office Owner

"I love it, been with them for about three years now and they are very supportive and always there when needed and very knowledgeable."

Rose Cherisier

Tax Preparer & Practice Leader

"Amazing company and they answered all my questions and needs when setting up my EFIN and bank products."

Laphil Harvey

Tax Office Manager

Get Started Today

Schedule Your Free Tax Business Consultation

Speak with a Service Bureau specialist about our deferred fees, software access, PTIN & EFIN assistance, and revenue split options.

No obligation. We respect your privacy. Fast response from our Service Bureau team.

Frequently Asked Questions

Got Questions? We Have Answers

Everything you need to know about our business packages, revenue splits, credentials, and software onboarding.

Getting started with 1040TaxBiz is simple. All you need is a valid ID and a laptop or computer. We will assist you with obtaining your PTIN (Preparer Tax Identification Number) and guide you through the process of applying for your EFIN (Electronic Filing Identification Number). If you are new to the tax industry, we provide complete business setup support, comprehensive tax and software training, and ongoing year-round guidance. No prior tax experience is required.

Ready to Launch or Scale Your Tax Business?

Test our software demo or speak with a partner specialist today to find out which revenue split package best fits your practice.