Filing taxes has never been anyone’s favourite task, but learning how to use AI in tax preparation is quickly changing the game. With AI tax software and smart automation tools, both individuals and small businesses can now save time, reduce costly errors, and uncover deductions they might otherwise miss.

Instead of drowning in spreadsheets or paying extra for every small adjustment, AI in tax preparation takes care of the repetitive tasks, helps with accurate data entry, and provides real-time insights into your finances. Whether you’re a freelancer, a business owner, or just someone who wants an easier tax season, artificial intelligence is making tax preparation faster, smarter, and less stressful.

What Is AI in Tax Preparation?

AI in tax preparation is all about using smart technology to handle repetitive, time-consuming, and detail-heavy tasks. Instead of manually entering data, checking forms, or calculating deductions, AI tools can do it faster and more accurately. For tax pr...

Payroll tax vs. income tax is a topic that confuses many employees and small business owners, but understanding the difference is essential for managing your finances and avoiding surprises at tax time. Payroll taxes are automatically deducted from your paycheck and fund Social Security, Medicare, and unemployment programs, while income taxes cover federal, state, and sometimes local obligations based on your earnings. In this guide, we’ll break down both types of taxes, show how they’re calculated, highlight key differences, and provide practical tips for managing them effectively so you can stay compliant and in control of your money.

What Is Payroll Tax?

Payroll tax is a mandatory tax that employers withhold from employees’ wages and, in most cases, also contribute on their own behalf. Its primary purpose is to fund essential social programs like Social Security, Medicare, and unemployment insurance, ensuring workers and communities receive benefits when needed.

Federal vs. State...

Understanding taxes can be confusing, especially when terms like real estate tax and property tax are used interchangeably. Many homeowners aren’t sure if these are the same or how they impact their wallets. In this guide, we’ll break down the differences, explain how each is calculated, and give you practical tips to manage your tax obligations with confidence. By the end, you’ll know exactly what you’re paying for and how to make informed decisions about your property.

Understanding Real Estate Taxes

Real estate taxes are levies imposed by local governments on real property, including land and any structures built on it. These taxes are a primary source of funding for public services such as schools, roads, emergency services, and local infrastructure. Understanding how real estate taxes work is essential for homeowners and investors to plan their budgets and avoid surprises.

Definition and Purpose

Real estate taxes, sometimes called property taxes in certain areas, are calculate...

Getting clients is the lifeblood of any tax business, and in 2025, standing out in a crowded market is more important than ever. Many tax preparers struggle to attract consistent clients despite having the skills and knowledge to deliver excellent service.

That’s where smart tax preparer marketing and tax advertising ideas come in. From building an online presence to leveraging local networks and AI-driven strategies, there are proven ways to grow your client base, increase revenue, and turn your tax services into a thriving business.

In this guide, we’ll cover actionable tips for tax service advertising, tax preparer advertising ideas, and show you exactly how to get clients for your tax preparation business, step by step.

Build a Strong Foundation Before Marketing

Before diving into tax preparer marketing or experimenting with different advertising ideas, it’s essential to build a solid foundation for your business.

Define Your Ideal Client

Knowing exactly who you want to serve...

If you’ve been wondering how to become a tax preparer or even how to start a tax preparation business in 2025, you’re in the right place. Tax preparation is one of those careers that never goes out of style. People and businesses will always need help filing correctly and saving money where they can. Whether you’re looking for a flexible side hustle, a new career path, or a way to build your own tax preparation business from the ground up, the opportunities are wide open. In this guide, we’ll walk through what a tax preparer does, the exact steps to get started, how much you can make, and even how to attract clients so you can turn your tax skills into a profitable business.

Why tax preparation is a solid career in 2025

Why tax preparation is a solid career in 2025 comes down to two simple truths: taxes aren’t going anywhere, and most people don’t want to deal with them on their own. Every year millions of Americans scramble to figure out tax rules, forms, and deadlines, and many end...

How to Set Up a Tax Business
Written by Kimberly Fowler

Starting your own professional tax business can be a detailed process, especially when you consider the rules, regulations, and constantly changing IRS legislation. Whether you're looking to become a solo practitioner or grow a larger practice, here’s an overview of the steps you can take to successfully start your professional tax practice.

1. Register Your Tax Business with Your State

Consult a professional for guidance

Before you start operating, you need to register your business with your state. This involves choosing the type of entity for your company. You can either file a Doing Business As (DBA) name or form a Limited Liability Company (LLC) or corporation. The structure you choose will affect your taxes, liability, and overall business operations, so it’s essential to consult a professional to ensure you make the right choice.

2. Obtain Your PTIN and Apply for Your EFIN

If you plan to charge for tax preparation...

Stages of Business Growth for Newer Tax Preparers
Written by Kimberly Fowler

As a tax professional, understanding the stages of business growth is crucial. By identifying where you are in the journey, you can focus on the right tasks to move your business forward.

One of the biggest pitfalls tax preparers face is tackling business-building tasks in the wrong order. You may find yourself working hard on something that’s better suited for a later stage—and then wonder why your efforts aren’t paying off.

In this post, I’ll help you understand the four stages of business growth. Once you recognize your current phase, you’ll know exactly what to focus on and what success looks like at each stage.

STAGE #1: Pre-Startup or Pre-Revenue

This phase is when you bring your tax business into existence. As a new business owner, YOU are the business. There are no plans, contractors, or a team yet.

At this stage, you’re overwhelmed. There’s a lot to do, but little reward—meaning you’re not see...

3 Ways Your Mindset Affects Your Life
Written by Kimberly Fowler

Are you building your own tax business or balancing a job while growing your entrepreneurial dream? If so, let’s talk about how shifting your mindset can completely transform your success. It all starts in your mind. The results in your business are a direct reflection of what you believe and think every day.

If you prefer to listen instead of read, click here to listen to the audio version.

Let’s explore three common ways your mindset directly impacts your life and business success.

1. A Negative Mindset Can Affect Your Confidence

How do you react when things don’t go as planned? Maybe a client gives you feedback, or you make a mistake. Does it completely throw you off, or are you able to quickly correct and move on? If your mindset focuses on perfection, you’ll likely be discouraged by even the smallest missteps.

Here’s the key: mistakes happen, and that’s okay. The most successful people understand that failure...

FREE 5 Day 6 FIGURE TAX BUSINESS LAUNCH CHALLENGE

Starts April 18th, 2025!

Brought to you by TaxPro Software Solutions

Exciting News, Aspiring Tax Entrepreneurs!

I’m hosting a FREE Live Online Challenge to help you launch your 6-figure tax business—and it all starts on April 18th, 2025!

If you're ready to transform your tax business from where it is today into the thriving business you’ve always dreamed of, this challenge is for you!

The shift starts here. This is your chance to dive into the strategies and insights that will take your business to the next level. Don’t let this opportunity pass you by!

I’ve been working on this challenge for a while now, and I’m excited to see the impact it will have on early-stage tax business owners who are ready to take action. It’s going to be big—and you won’t want to miss it. So, carve out some time on your calendar and get ready to show up. 🙌

Let’s make this the year you build the tax business you deserve! 🚀

Build Trust by Being Consistent with Your Marketing
Written by Kimberly Fowler

Consistency is a key element to your business success. While other factors like quality and customer service are important, it's consistency that creates name recognition, builds your tribe, and showcases your expertise to new followers. Without consistency, you risk losing the trust you've worked hard to earn.

The Power of Consistency: A Real-World Example

Imagine this: you go to your favorite restaurant, order a dish you love, and are blown away by how great it tastes. A few weeks later, you take a friend to the same restaurant, order the same dish, but this time it doesn’t taste as good, so you send it back. Now, doubt creeps in about the restaurant’s quality and service. You wonder if that dish—or the restaurant as a whole—is as good as you once thought.

This is exactly what happens when your marketing isn’t consistent. A client may love your work, but if they experience inconsistency—whether in yo...