Knowledgeable full-time staff of tax experts who are credentialed by the IRS and not just seasonal off-the-street people to answer questions. I have been working with them since 2014. I highly recomme... See more
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I am a new business owner and was looking for tax software. Found Federal Direct and got connected with Joe Rogers. He is just amazing, always willing to help others while being busy himself. I am gla... See more
The opportunity to win in this global economy is limitless. Organizations like Federal Direct makes it possible with young and vibrant entrepreneur like Swift Pro Tax Services to thrive in a commun... See more
I have used Federal DirectTax Services for the last two tax seasons and I have been very satisfied with the total business package that is available to beginning tax preparers. The Tech support is f... See more
Company details
About Federal Direct Tax Services
Written by the company
At Federal Direct Tax Services we are committed to ensuring you receive the best service and support you need when starting your own tax preparation business. We have been providing income tax preparation services and income tax training for the past 17 years. We feel that our tax business partnership packages represent one of the finest and most profitable opportunities in the income tax preparation industry, and we look forward to supporting your office.
All of our tax partnership packages include professional tax software, whole-office training, unlimited tax support, unlimited tech support and all the bank offerings that the industry has come to know so you can be sure that you're able to compete with large corporate chains on an even footing. Whether you've just gotten out of a bad franchise break-up or you're starting from scratch, Federal Direct is here to help you establish and grow your business.Written by the company

Contact info
11905 Pendleton Pike, 46236, Indianapolis, United States
- (866) 357-2052
- joe@federaldirecttax.com
- federaldirecttax.com
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Very professional
Very professional, caring staff that wants to get things done right the first time. Love working with FDTS.
I love Federal Direct Tax Services
I love Federal Direct Tax Services. They are always available when and if you need them. I love that I can take the conference classes that keeps you up to date on the tax season and the credits are applied to your PTIN. They are the best. I’m a forever client.
Federal Direct Company is one of the…
Federal Direct Company is one of the best companies to partner with. I’m new to the tax preparation business and they have made this venture easy. Their customer service is excellent in all departments that I have called on for support. I would definitely recommend them.
Annette Jackson
478 Tax Preparation Services
Slow to Send in Results
Originally, I was not going to write a review because I was just glad to be done with the CTEC 60 hour course. However, I continued to have issues even after passing the course. The first issue I had was that there was always some grammatical error on their pop up questions in their training video that prevented me or anyone else from understanding the question being asked. The second issue I had was when there was a glitch that prevented me from getting through a video. You are required to answer questions in order to get through the video learning. However, one course would not let you answer a question. So I was just stuck. I reached out to support and they were able to fix the next day, but it still delayed me in taking the exam. The third issue I had was that they do provide searchable documents. The CTEC is an open book exam. You are only given PPT slides. I ended up having to Google because their documents were not useful. The main issue I had with Federal Direct is that they don't submit your scores when they say they will. Other providers provide next day or instant submission. Federal Direct held on to my results for over a week. When I called I was told it would be submitted the 24th. When I emailed they said they had 10 days. I asked for a refund and they took their time responding to the email. They told me they were waiting on the last 6 digits of my SSN. But I never received any communication asking to provide that information and their website only requests PTIN not SSN. I ended up missing my deadline for getting my CTEC certification. I would not use again.

Reply from Federal Direct Tax Services
Very helpful and perfassonal staffs.
Prepared
you are ready for everything and I dont think their is a question by you guys.
You all worry hard about everything
Tax Program Training
Josiah went through the many different aspects and features of the tax program. Very thorough and friendly. Made the experience educational and entertaining at the same time.
Fantastic tax and tech support
Fantastic tax and tech support. You can probably find a cheaper place but not a better one!
I have had nothing but great…
I have had nothing but great experiences with Federal Direct. The team is always friendly yet processional!
Services is great but market…
Services of FDTS is great but market competition is making Federal Direct Expensive. To be us profitable and be able to grow, prices as tax prepare must come down; otherwise, we will die. We lost almost 70% of our customer and all due to the price. If tax payer pay cash, we control the cost of preparing the taxes; however, if tax payer wants their fee to be pulled from their tax return, now our fee is split 50% with Federal plus $25 for banking; now it s already too expensive.

Reply from Federal Direct Tax Services
They have been unbelievably patient…
They have been unbelievably patient with this new kid on the block.
I came from Intuit ProSeries and was amazed at just how helpful Federal Direct people have been.
On one call to customer service Joe answered the phone.
I asked "are you Joe Rogers" the owner of Federal Direct?
Yes it was that Joe Rogers.
I can't remember when I actually got the owner of a company on the help line.

Reply from Federal Direct Tax Services
I love their service
I love their service. Always there for me when I need them.

Reply from Federal Direct Tax Services
I have been a partner with federal…
I have been a partner with federal direct I have learned lots of knowledge for Tax Preparation and more I have had the best experience I have nothing to say bad or negative I am a positive this is top Services today.

Reply from Federal Direct Tax Services
I just signed my contract so I really…
I just signed my contract so I really can't give a 5 star just yet. I will however come back and give an updated review after I receive my materials and get started. I'm very excited. John Rogers and Adam has given me nothing but the upmost customer service and answered all of my questions. I look forward to working with Federal Direct and growing my Tax Service.
First time with federal direct tax…
First time with federal direct tax service first time doing taxes can't really give 5 until I stat and see how is goes at the end of tax season. Hopefully everything goes well. Will come back and let you know.

Reply from Federal Direct Tax Services
Staff is very helpful and friendly
Staff is very helpful and friendly. I don't know alot about starting a tax business, but they keep me updated and informed and the staff makes me feel like my business is going to be a success and that they have my back . Glad I joined the company.

Reply from Federal Direct Tax Services
I love them guys
I love these guys. Federal Direct offers an excellent product with even better support and profit potential. Thanks for all your help Joe & John.

Reply from Federal Direct Tax Services
My experience with federal direct has…
My experience with federal direct has been excellent. I have nothing negative to say about this company. I am very grateful for the entire staff as they have helped me with all of my questions and concerns in regards to taxes. I especially want to thank Tina for her patience and persistence. The software is awesome. I'm happy I have chosen such a great company.

Reply from Federal Direct Tax Services
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