LEARN HOW TO
GROW YOUR OWN PROFITABLE TAX OR SERVICE BUREAU BUSINESS
The 1040 ProSuite Tax Success System™ is a complete business-building platform designed to help tax professionals launch, grow, and scale a profitable tax preparation business. More than just software, it provides the systems, training, marketing, automation, and support needed to create a successful and sustainable tax operation. Whether you're a new preparer, an ERO, reseller, or Service Bureau owner, the Tax Success System™ equips you with proven strategies for client acquisition, team building, compliance, leadership development, and revenue growth. Through structured training, implementation support, recruiting systems, and scalable business frameworks, 1040 ProSuite helps transform tax professionals into business owners and business owners into industry leaders.
1040 Pro Suite specializes in helping Service Bureaus expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with 1040 ProSuite, you have the ability to build a team of unlimited tax partners and unlimited service bureaus under your network, allowing you to scale production, increase revenue streams, and expand nationwide.
1040 ProSuite
3 min agoSTART, GROW & SCALE Your Own Tax Business
1040 ProSuite
1 min agoSTART, GROW & SCALE Your Own Tax Business
JOIN US AT 1040 ProSuite
Your Journey To
FINANCIAl FREEDOm
BEGINS NOW!
With 1040 ProSuite, you are supported by a full ERO Support Team that assists both you and your partners every step of the way. Our support team helps with onboarding, system training, ticket management, compliance, and day-to-day operational guidance. This ensures your business runs smoothly while you focus on growth and leadership. When your partners need help, our team is there to provide quick and professional assistance so you can continue expanding without being overwhelmed by support demands.
Where to start?
Simple 4 Steps to Get Started!
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
Software Packages
Become a Part of Our Tax Team
Tier 1
1040
Starter
1040 ProSuite Tier 1- 1040 Starter Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
NOW 189 | WAS $299
70/30 REVENUE SHARE
NO EFIN REQUIRED
Tier 2
1040
Builder
1040 ProSuite Tier 2- 1040 Builder Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.
NOW 597 | WAS $999
NO REVENUE SHARE
EFIN REQUIRED
Tier 3
1040
Pro
1040 ProSuite Tier 3- 1040 Pro Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.
NOW 997 | WAS $1,599
NO REVENUE SHARE
EFIN REQUIRED
Tier 4
1040
Master
1040 ProSuite Tier 4- 1040 Master Software Package is designed to assist tax professionals in establishing a successful service bureau business and expanding their client base. You will learn how to create a strong brand, attract new tax professionals and service bureaus, develop a high-performing team, and master effective marketing and training strategies.
NOW 1,997 | WAS $3,499
NO REVENUE SHARE
EFIN REQUIRED
Meet Our CEO
Will Jennings
Will Jennings is an entrepreneur, business strategist, and tax industry leader dedicated to helping tax professionals build profitable, scalable businesses. As the CEO of 1040 ProSuite, Will has developed systems, training programs, and growth strategies designed to help tax preparers, EROs, resellers, and Service Bureau owners move beyond simply preparing tax returns and into building thriving organizations. With a passion for leadership development, automation, marketing, and business growth, he has helped countless professionals position themselves for long-term success in the tax industry. Through the 1040 ProSuite Tax Success System™, Will's mission is to provide the tools, knowledge, and support needed to help entrepreneurs create sustainable income, build strong teams, and achieve financial freedom through the tax business.
Scale Up With Our
Web Design and Branding service
1040 ProSuite provides personalized attention to clients of all sizes, and we pride ourselves on our ability to come up with dynamic custom web designs. Every business need something different from their website; even different businesses in the same industry can have different needs and unique opportunities.
HEAR IT FIRST-HAND
WHAT OUR TAX PROS HAVE TO SAY
1040 ProSuite is a trusted leader in service bureau growth and co-branded tax software. With over 16 years of experience, we help service bureaus expand their networks, keep full control of their revenue, and operate with strong support behind them. Our technology, training, and ERO support team work year-round to ensure your business continues to grow and succeed every tax season.
What you will
get from us
TRAINING & TECHNOLOGY
With 1040 ProSuite, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
SERVICE BUREAU TRAINING
For those scaling a team, we provide guidance on building a strong service bureau infrastructure including compensation options, onboarding systems, support processes, and leadership strategies to help your network grow successfully.
TEAM BUILDING & RECRUITING TRAINING
We teach you how to attract motivated partners and build a productive team. You will learn how to identify leaders, develop their skills, and create a winning environment that drives high performance and long term growth.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
WEEKLY GROUP TRAINING
You will receive weekly live training sessions on Zoom covering software, marketing, operations, and business development. These group trainings allow you to learn new skills, get questions answered, and stay motivated while growing your business alongside other professionals.
Banking partners
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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