✔ Free Facebook Group

✔ Workbook

✔ Video Modules

✔ Course Modules

Learning Outcomes

Upon successful completion of this course, learners will be able to learn about-

• Learning Outcomes
• Upon successful completion of this course, learners will be able to learn about-
• How to Build a Tax Business
• Why Start a Tax Preparation Business
• The Responsibilities of a Tax Preparer
• Type of Services Should You Offer
• What clients should You Get
• Legal Permits and Requirements
• How to Get Your PTIN 
• How to Get Your EFIN
• How to Obtain your EIN
• Opening a Business Bank Account
• Getting Tax Education
• How to Choose a Business Name
• How to Choose the Most Suitable Legal Entity
• How to Know the Competition\Setting Up Your Business Office and Tools
• Investing in Technology
• How to Manage Outsourced Suppliers
• Setting Your Fees and Billing
• Marketing and Branding
• How to Write a Marketing Plan Packed with Ideas
• How to Develop Strategies to Boost Brand Awareness
• Marketing to Your Niche
• Client Acquisition
• Potential Clients
• Referral from existing clients
• How to Brainstorm Possible Ways to Retain Clients & Customers
• Client Acquisition Strategies
• Tips for New Tax Preparers
• Understanding the Tax Codes
• Why Tax preparation software is a tool, not the overall solution
• How Protect your Intellectual Property with Trademark, Copyrights, Patents