Federal Direct Tax Services Reviews 217

TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Non-Bank Financial Service
  2. Financial Consultant

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.


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4.9

Excellent

TrustScore 5 out of 5

217 reviews

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Rated 5 out of 5 stars

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.

February 18, 2021
Rated 5 out of 5 stars

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

January 29, 2021
Rated 2 out of 5 stars

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.

December 28, 2020
Unprompted review
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Reply from Federal Direct Tax Services

Kay, I am sorry that your CTEC 60 credit course experience had some issues. That is a monster course and first off congratulations on getting it done. I appreciate your feed back on the searchable pdf documents versus ppt files and we will take a look at updating that for next season's course. Your coursework was timely reported to the IRS but you are correct that your CTEC reporting was delayed due to us not having the SSN info needed and our office being closed for the Christmas holiday. Since our phone conversation today your credits have been reported and you are still within all CTEC deadlines for your certificate. I wish you well this tax season and please feel free to reach back out to me directly if there is anything further I can assist with.

Rated 5 out of 5 stars

Prepared

you are ready for everything and I dont think their is a question by you guys.
You all worry hard about everything

November 2, 2020
Rated 5 out of 5 stars

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.

October 12, 2020
Rated 4 out of 5 stars

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.

May 31, 2020
Unprompted review
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Reply from Federal Direct Tax Services

Guido, thanks for your review. Your pricing is 100% up to you. You can charge $0 or $1000 for tax prep, our forms based pricing is simply a starting point such as the sticker price on a car at the dealership. You have total control to discount that or increase it as you desire or your market demands. Also, I will give you a call today to see if there is anything we can do to help with this.

Rated 5 out of 5 stars

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.

March 4, 2020
Unprompted review
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Reply from Federal Direct Tax Services

Thank you, Lynda! We strive to be helpful and patient, especially when it comes to transitioning from one platform to another. Call if you need anything!

Rated 4 out of 5 stars

Wonderful services

January 7, 2020
Unprompted review
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Reply from Federal Direct Tax Services

Thanks, Umeka! Let us know if we can help.

Rated 5 out of 5 stars

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.

January 2, 2020
Unprompted review
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Reply from Federal Direct Tax Services

Thank you, Wendal!

Rated 4 out of 5 stars

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.

December 8, 2019
Unprompted review
Rated 4 out of 5 stars

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.

November 1, 2019
Unprompted review
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Reply from Federal Direct Tax Services

Thank you, Paula. We are going to earn that 5th star!

Rated 5 out of 5 stars

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.

October 2, 2019
Unprompted review
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Reply from Federal Direct Tax Services

Annita, we are here for you 100% Thank you for your review. Call if you need anything at all!

Rated 5 out of 5 stars

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.

June 12, 2019
Unprompted review
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Reply from Federal Direct Tax Services

Thank you, Antonio!

Rated 5 out of 5 stars

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.

June 11, 2019
Unprompted review
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Reply from Federal Direct Tax Services

Denise, you're the best. Thank you for being such an amazing partner!

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