3 Little-Known Tips to Becoming a Successful Tax Preparer

So you wanna be a tax preparer? Let me give you the real scoop.

Tax season is wild—but if you play your cards right, it can also be super rewarding. If you're thinking about jumping into this fast-paced (and yes, competitive) field, here are 3 juicy tips to help you stand out, slay your goals, and build a business that actually works for you.

💡 Tip #1: Get Trained—For Real

Just because you’ve filed your own taxes doesn’t mean you’re ready to take on clients (trust me, I love a confident queen, but let’s keep it real).

If you're serious about becoming a tax preparer, proper training isn’t optional—it’s essential. Not only will it teach you the ins and outs of tax law (hello, deductions and credits!), but it’ll also help you get any licenses or certifications required in your state.

Translation: Training = your golden ticket to becoming a legit, trusted expert.

🧠 Tip #2: Build a Business Plan That Actually Works

I know, I know. “Business plan” sounds boring—but hear me out.

Your business plan doesn’t have to be a 50-page novel. Think of it as your GPS. It’s what keeps you focused, organized, and headed in the right direction. Want to work from home? Niche down to serve single moms or small biz owners? Offer mobile services? Cool. Map it out.

Bonus points: Include your certification steps in there too so you don’t get lost in the sauce.

✨ Tip #3: Work on You

Look, tax prep is about numbers—but the real secret sauce? People skills.

If you want to build a client base that sticks with you year after year, you’ve gotta show up with more than a calculator. Active listening, clear communication, staying organized, managing your time, delivering A+ customer service... those are the things that set you apart from the next tax pro down the street.

Your energy matters just as much as your expertise.

At the end of the day, becoming a tax preparer isn’t just a job—it’s a business with flexibility, stability, and unlimited income potential (yes, please).

So if you’re ready to step into this world with confidence and a clear plan, I’m here to help you make it happen.

👉 Book a FREE strategy session with me, and let’s start turning your tax biz dreams into dollars.

You’ve got this. I’ve got you. Let’s go.
— Coach Kimberly 💼✨