If you’re thinking about starting a tax business, here are the top things you’ll want to do to get started. Step 1: Take a solid foundational tax course If you’ve prepared tax returns for friends and family but have never taken a…
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A Career in Tax Prep – The Land of Opportunity
Tax return preparers are in high demand right now. If you have a high school diploma or the equivalent, great attention to detail, understand basic math equations, can handle several projects at one time, and are a good communicator, you have what…
Tax Preparation is a Perfect Option for Gig Workers
Maybe you’re a gig worker and don’t even know it! In case you’re not familiar, a gig worker is someone who takes hourly or part-time jobs doing anything and everything from catering, to delivery driver, to marketing, to technology, to construction, among…
6 Signs You’re Ready for a Career Change
With all the changes in the last 18 months, you may find yourself wanting more, something different, looking for a new career. Here are some signs that you might be ready for a career change, and why tax preparation might be just…
Conducting a Thorough Tax Client Interview
Your clients expect and deserve much more than just a correct tax return. That is a given. Clients will only choose you over other options if you provide a positive experience and added value. Making the experience positive and adding value requires…
Identify Your Mission and Commit to It
If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons…
Learn Something New This Summer
Summer is here and if you’re like most people, you’re thinking about relaxing at the beach or pool…soaking in the sun and enjoying BBQs with friends. But if you’re looking to get ahead, now is the perfect time to consider taking some…
Now is the perfect time to start a tax business!
Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing…
4 Reasons to Diversify Your Tax Business
It lowers your risk As the saying goes, “Don’t put all your eggs in one basket.” Diversifying your tax business can help lower your risk, so you’re not relying on one main product or service to keep you going and growing. The…
The Benefits of Offering a Satisfaction Guarantee
Do you offer a guarantee for your services? It’s a very good thing for your business and one you should definitely consider. A satisfaction guarantee might read as follows: “If you are not pleased with the service you receive in the preparation…
AFSP is Truly the Minimum Standard for Tax Preparers
It’s amazing that tax preparers are not federally regulated. You need a license to cut someone’s hair, but in most places within the U.S., you don’t need a license to prepare someone’s tax return. As tax preparers, we should all strive to…
Grow Your Tax Business by Looking Inside First
Often, businesses take existing clients for granted…thinking they’ll just always be there. With competition getting stiffer all the time, it’s important to nurture those current relationships. Did you know that it’s 5-10 times more expensive to attract new clients than it is…