How to Start, Build, and Grow a Successful Tax Preparation Practice
By Jason D. Carr, Esq., LL.M.
The definitive guide for anyone who wants to launch a professional tax preparation business in the age of AI. Written by a tax attorney, this book covers what the franchise courses and community college programs skip: the legal framework, the compliance risks, the business formation steps, and the marketing strategies that actually work.
20 chapters across 5 parts:
Part I: The Opportunity — The talent crisis, what preparers actually do, the role of AI, and an honest self-assessment
Part II: The Legal Foundation — PTIN/EFIN requirements, Circular 230, preparer penalties, entity selection
Part III: Building the Practice — Formation, software, office setup, pricing
Part IV: Getting Clients — Your first 50 clients, referral networks, year-round revenue, client experience
Part V: Growing Beyond Preparation — From data entry to advisory, tax planning opportunities, scaling with systems and hiring
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