Grow Your Tax Business


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Cost Savings and Efficiencies for Your Tax Business


Running a business costs money. But there are ways to save, and there are ways to spend efficiently. Here are five things you can do to make your tax prep business more cost-effective over time.  1. Focus on client retention   Did you know that acquiring a new client can cost five times more than retaining an existing one? This doesn’t…

What to Expect When You Go from Tax Preparer to Tax Business Owner


Even if you’ve worked for years as an employed tax preparer, running your own practice will be a whole new adventure.  From landing your first client to running multiple offices, these are some of the changes you’ll deal with as you grow from an employee to a business owner In the Early Stages Getting Your Own EFIN Now that you’re on your own, you won’t be able to use…

Top 10 FAQs About Being a Tax Preparer


You’ve got questions, and we’ve got answers! Here are the most commonly asked questions about starting a career in tax preparation.  Do You Need a License to Be a Tax Preparer? The IRS doesn’t impose mandatory licensing on tax professionals, but there are a few things you’ll need before you can legally prepare tax returns. All tax preparers must obtain a Preparer…


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Just starting out as a tax preparer? Here’s how to get going


Once you have completed the steps to becoming a tax preparer, it’s time to turn your new job title into a career that earns you money. Here are some of the basic steps to get you going in the short and long-term. Gain experience A lot of seasoned preparers will tell you it takes at least a couple of tax seasons to learn the terms, laws, forms, software, customer support…