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Industry: Finance

Founded: 1996

1040TaxBiz offers state-of-the-art professional income tax preparation software and services to give our affiliates a competitive edge in the tax preparation and electronic filing industry. We also offer personal income tax return courses and classes to demonstrate how the system works and to improve the overall experience for everyone involved.

Professional Income Tax Preparation Software and Services

  • Training
  • Quality assurance
  • Client management
  • Customizable displays
  • Tax preparation software
  • Proven marketing strategies
  • Personalized market analysis
  • Customizable sales materials
  • Encrypted secured data backup
  • Customer and technical support
  • Bilingual support (English and Spanish)
  • Bank enrollment and registration assistance
  • IRS enrollment and registration assistance (EFIN and PTIN)
  • and much more.

Personal Income Tax Return Courses and Classes

  • Approved and qualified instructors
  • 24/7 access to online training content
  • In-depth software and tax law training
  • Extensive sales and marketing training
  • and much more.

About 1040TaxBiz

Lee's Tax City LLC, our parent company, was founded in Indianapolis, Indiana, in 1994. We started small. Our chairman, Gloria Harris, took over her father's liquor store and started preparing income tax returns in their small lobby. In our first year, we did over 500 returns! We never looked back. Over the next 20 years we have processed tens of thousands of tax returns. Through 1040TaxBiz, we have converted a small tax preparation company into a scalable, repeatable process that our affiliates benefit from. With affiliates across the nation, we are a national leader in establishing business opportunities in the tax preparation and electronic filing industry.

Our Mission

Our purpose is to assist our affiliates in successfully starting a tax preparation business. We know taxes, and we know people. Our primary concern is to help you become a successful business owner. We provide exceptional training services and technical support systems that exceed our affiliates' needs. Our tax preparation and office management software platform is maintained and upgraded to meet the IRS's ever changing requirements and standards. We promise to listen effectively, research and share tax information with our affiliates as it becomes available to us. At 1040TaxBiz, we assist our affiliates in developing their business to its fullest potential. We have perfected a system that provides all the tools and training necessary to be a successful entrepreneur in the tax preparation and electronic filing industry, whether you are new or a seasoned veteran. We only ask that you have the passion and determination to succeed and to follow our system. Tax preparation and electronic filing powered by 1040TaxBiz is a great business for many types of people. If you enjoy working with people, this opportunity could be for you.