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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.


đź§  Tip #2: Build a Business Plan That Actually Works

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

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