Don’t Even Think About Starting Your Tax Business Until You’ve Asked Yourself These 7 Questions

Don’t Even Think About Starting Your Tax Business Until You’ve Asked Yourself These 7 Questions

Hey, Future Tax Boss! 🙌

So you're thinking about starting a tax business?
Hold up, superstar—I love that for you, but let’s make sure you’re not just chasing checks. 👀

Yes, we want the coins 💰—but we also want purpose, passion, and a business that actually means something.

Because here’s the truth:
Your story, your “why,” and the problem you solve—that’s the magic sauce that separates you from every other tax preparer out there.

Let’s make sure you’re building something that’s not only profitable but powerful.

Ready? Let’s go.

💥 Don’t Start Your Tax Biz Until You’ve Answered These 7 Questions:

1. Let’s Get Personal

What’s your story?
Did you deal with a tax mess once and figure it out the hard way? Did someone not show up for you the way they should’ve? Tell it! People don’t connect with boring businesses—they connect with people. Real ones.

2. What Have You Already Figured Out That Could Help Someone Else?

Maybe you cracked the code on filing as a single parent, a rideshare driver, or a brand-new business owner. That experience? That’s gold. Share it and watch how fast folks start saying “That’s exactly what I need.”

3. What’s One Tax Challenge You Solved That Could Save Someone Time + Stress?

People are busy. They want answers fast. If you’ve already done the legwork, you’re in a perfect position to make their life easier—and get paid doing it.

4. Why Does This Business Matter To You?

This journey isn’t all sunshine and coffee breaks. You’ve gotta remember why you’re doing this when things get tough. Is it for your kids? Your freedom? Your community? Write it down. Frame it. Make it your wallpaper.

5. What Legacy Do You Want to Leave in the Tax World?

This isn’t just about the now—it’s about what you want to be remembered for.
Do you want to be the go-to expert for small biz owners? The one who empowered single moms to never fear tax season again?
That’s your legacy in the making.

6. Got a Vision? Write it Out.

Don’t worry if it’s not fancy yet. I’ve got a free template I hand out in my strategy sessions to help you map it all out—so breathe.
Just start. Dream big. (Then we’ll reverse-engineer it like a pro.)

7. Who Are You Becoming?

Close your eyes and fast-forward 10 years. Who are you?
Are you running a multi-six-figure virtual firm? Speaking at conferences? Changing lives in your community?
Get clear on that future version of you—because that’s the one we’re building toward, baby.

🎯 Real Talk:

Your vision is the GPS for your business.
If you’re just wingin’ it without direction or purpose, burnout’s gonna catch you real quick.

The most successful tax pros I know?
They’ve got clarity. Confidence. And a whole lotta commitment to making an impact.

🎉 Wanna Make Your Vision Real?

I’m giving away my FREE webinar:
"How To Launch A Tax Business in 90 Days"

I’m spilling the tea from my 20+ years of experience, showing you exactly how to start a business that’s aligned with who you are and where you’re going.

✨ Ready to stop dreaming and start doing?

👇👇👇
[Click here to watch the FREE Webinar]👆👆👆

Let’s build a business that’s not just about money—it’s about meaning.

See you inside,
Coach Kimberly 💁🏽‍♀️
Founder, TaxPro Financial Services & TaxPro Software Solutions