The Ultimate Guide to a Smooth Tax Season with a Tax Preparer
Written by Kimberly Fowler

Tax season can be stressful, but it doesn’t have to be! Working with a professional tax preparer can turn what feels like a daunting task into a breeze. In this guide, I’ll walk you through each step of working with a tax preparer to ensure your tax season is as smooth and stress-free as possible.

Step 1: Online Scheduling

Say goodbye to long hold times and back-and-forth calls. With online scheduling, you can easily book an appointment with your tax preparer at your convenience. Simply visit their website, choose a time that works for you, and you're all set to go!

Step 2: Pre-Appointment Questionnaire

Before your appointment, you’ll complete a pre-appointment questionnaire. This is essential for your tax preparer to understand your unique situation and gather the necessary info to prepare your return. Take your time to fill it out carefully—it’s a simple step that makes the whole process...

7 Key Tactics for New Business Owners
Written by Kimberly Fowler

Hey there, future tax moguls! It's Kimberly Fowler, your tax business coach, and I'm here to help you start, run, and grow your own independent tax business.

Starting your own business can be overwhelming—especially with the endless courses, gurus, and advice floating around. It’s easy to feel lost in all the information and make the journey longer than it needs to be. But don’t worry! With the right focus and strategy, we can turn that overwhelm into actionable steps that lead to financial and time freedom.

I want to help you get there faster. In this post, I’m sharing 7 essential marketing tactics that you can start using today to elevate your tax business and make it a success from the get-go. While this advice is tailored to tax pros, it’s applicable to any new business owner.

Let’s dive in!

1. Create a One-of-a-Kind Selling Point

To stand out in the crowded tax space, your Unique Selling Proposition (USP) is ...

Awesome Ways to Kickstart Your Independent Tax Biz with ChatGPT in 2023

Jun 27
Written By Coach Kimberly Fowler

Hey Future Tax Boss, 😎

Are you ready to kickstart your independent tax biz or light a fire under the one you’ve already started?
If you said “YES!” then buckle up because 2023 is your year.

It’s time to stop doing things the old way and start using the secret sauce for success—ChatGPT! 💥

Let's ditch the outdated processes, embrace cutting-edge AI, and watch your tax biz take flight. 🚀

Unleash the Power of ChatGPT for Your Tax Biz

1. Personalize Client Connections
Now, this is where the magic happens! ✨ Imagine impressing your clients with super-fast responses, automated emails, and even having a virtual assistant that talks to you. ChatGPT is a game-changer when it comes to client communication. You’ll be providing superior service that beats your competition. And hey—who doesn’t want to be known for their killer customer service? Get ready to shine, superstar!

2. M...