A practical workshop to turn your tax-practice idea into a launch plan You have thought about starting a tax business. Now set aside a weekend to decide what you will offer, what it will take…
Pricing Your Tax Prep Services
How to Charge Confidently and Protect Your Profit Preparing a return is only part of running a tax practice. You also need a pricing system that pays for your time, covers your costs, supports careful…
What the IRS Doesn’t Tell New Preparers
Avoiding the Mistakes That End Careers Most tax preparation training teaches you how to fill in forms. Very little of it covers the rules the IRS holds you to once you start accepting fees. This…
The Legal Side of Tax Prep
What Every Preparer Needs to Know Before They Touch a Return Most people who get into tax preparation are taught how to fill in a return. Very few are taught the rules they are personally…
How to Get Your First 50 Tax Clients
Without Spending Money on Ads Starting a tax practice is one thing. Getting clients is where the business becomes real. This free training shows you how to build your first 50-client pipeline through personal relationships,…
Is Starting a Tax Practice Right for You?
The Honest Assessment Find out whether tax preparation fits your goals, skills, and life Starting a tax practice can create professional independence, flexible income, and a business you own. It also requires training, attention to…