Guide to Start and Grow Your Successful Tax Business

Guide to Start and Grow Your Successful Tax Business PDF Author: Terry McCabe Judge
Publisher:
ISBN: 9781947413009
Category :
Languages : en
Pages :

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Book Description
Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.

Guide to Start and Grow Your Successful Tax Business

Guide to Start and Grow Your Successful Tax Business PDF Author: Terry McCabe Judge
Publisher:
ISBN: 9781947413009
Category :
Languages : en
Pages :

Get Book

Book Description
Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.

Tax Preparer Business Guide

Tax Preparer Business Guide PDF Author: ARX Reads
Publisher: ARX Brand International LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 21

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Book Description
The Tax Preparation industry is an $11 billion dollar industry. Each year, over 140 million people file tax returns, and almost 80 million use a tax professional. The industry is recession-proof and pandemic-proof. No matter what, people have to file taxes. All of these factors make it a very lucrative industry. If you're looking to make extra income or if you're looking to start a new career, this opportunity is for you. You don't need to have any tax experience to get started. We'll teach you how to prepare and e-file tax returns and how to market yourself as a virtual tax preparer so that you can earn extra income in 4 months - all online!

From Tax Preparer to Business Owner

From Tax Preparer to Business Owner PDF Author: Lashaun Adesimilolu
Publisher:
ISBN: 9781096465775
Category :
Languages : en
Pages : 88

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Book Description
Are you tired of your job? Do you want to make more money? Would you love to spend more time doing what you want to instead of what you have to?If you are ready to create an additional stream of income to fall back on then this is the book for you!From Tax Preparer to Business Owner is the BEST book available for starting a tax business. Based on detailed case-studies, personal success strategies, and a lot of research, Shola Adesimilolu provides a step-by-step guide anyone can use to create and launch a profitable tax service. It doesn't matter if you just want to make a little money on the side, or create a legacy that will survive generations from now, owning a tax service gives you options. I GUARANTEE after reading this book you will leave with everything you need to start your own successful tax preparation business or get a full refund

Wiley Tax Preparer

Wiley Tax Preparer PDF Author: The Tax Institute at H&R Block
Publisher: John Wiley & Sons
ISBN: 1118072626
Category : Study Aids
Languages : en
Pages : 582

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Book Description
Whether you’re already a tax preparer or you’re looking to become one, you need a firm grasp of the tax concepts on which individual taxation is based. We created the Wiley Tax Preparer as a refresher for the experienced tax preparer, and as a readable guide for the less-experienced tax preparer. This timely guide is an essential tax resource providing you with useful information on tax principles and filing requirements that a preparer must know to complete a 1040 series return and associated schedules. You’ll refer to it time and again, for information about: Practices and Procedures Penalties to be assessed by the IRS against a preparer for disregard of the rules and regulations Furnishing a copy of a return to a taxpayer Safeguarding taxpayer information Treatment of Income and Assets Taxability of wages, salaries, tips, and other earnings Reporting requirements of Social Security benefits Determination of basis of assets Deductions and Credits Medical and dental expenses Types of interest and tax payments Child and dependent care credit Other Taxes Alternative Minimum Tax Self-Employment Tax Preliminary Work and Collection of Taxpayer Data Collecting a taxpayer’s filing information and determining their status Determine filing requirements, including extensions and amended returns Personal exemptions and dependents Completion of the Filing Process Check return for completeness and accuracy Tax withholding, payment and refund options, and estimated tax payments Explaining and reviewing the tax return Ethics and Circular 230 Preparer’s due diligence for accuracy of representations made to clients and the IRS Sanctions that may be imposed under Circular 230 Rules governing authority to practice before the IRS If you’re looking for a practical guide to the principles behind Form 1040, look no further. The Wiley Tax Preparer is the most accessible guide to understanding how complex tax laws affect individual taxpayers.

Successful Tax Preparer

Successful Tax Preparer PDF Author: Clint Cratty
Publisher:
ISBN:
Category :
Languages : en
Pages : 28

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Book Description
Tax preparation is a career that is on the rise and brings a necessary and welcome service to the community. But how do you become a tax preparer? What sort of qualifications are needed? What tools are available to make you more productive? And what does a tax preparer do on a day-to-day basis? This book is written by an experienced RTRP, with over 12 years of experience in tax preparation. C. Ingraham, RTRP taught basic tax classes for 2 major tax franchises in the San Francisco Bay Area and has extensive experience in Internet Marketing. See the chapters below: Chapter I. The IRS's Requirements to Become a Tax Preparer Chapter II. What is an Enrolled Agent? Chapter III. Getting Training & Experience as a Tax Preparer Chapter IV. Starting Your Tax Business Chapter V. Self-Employment Business Structures Chapter VI. Business Office Equipment Chapter VII. Professional Tax Software Chapter VIII. Marketing Your Tax Business (Online/Off-line/Setting up Sales Funnel) Chapter IX. Your Retirement & Investment Opportunities Chapter X. Example of What You Can Charge Additional Help

1040 Quickfinder Handbook

1040 Quickfinder Handbook PDF Author: Practitioners Publishing Co. Staff
Publisher:
ISBN: 9780764628252
Category :
Languages : en
Pages :

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Book Description
Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.

Fundamentals of Individual Tax Preparation: A Concise Study Guide for Individual Tax Preparation

Fundamentals of Individual Tax Preparation: A Concise Study Guide for Individual Tax Preparation PDF Author: Ferey Kian Ea
Publisher:
ISBN: 9781732240179
Category : Education
Languages : en
Pages : 168

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Book Description


Building a Tax Practice

Building a Tax Practice PDF Author: National Tax Training School Staff
Publisher: National Tax Publications
ISBN: 9780982197813
Category :
Languages : en
Pages :

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Book Description
A practical guide to running a successful tax preparation practice. From setup to marketing, this guide is the "intro to small business management" for the tax preparer looking to start their own practice.

The Enrolled Agent Tax Consulting Practice Guide

The Enrolled Agent Tax Consulting Practice Guide PDF Author: C. Pinheiro Ea Aba
Publisher: PassKey Enrolled Agent Review
ISBN: 9780982266045
Category :
Languages : en
Pages : 275

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Book Description
The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:#13; #13; "How do I build up my client base?"#13; "Are engagement letters really necessary?"#13; "How do I encourage more client referrals?"#13; "How much should I charge for services?"#13; "How do I fire a bad client?"#13; #13; This book offers real answers to all of these burning questions. #13; #13; You will read multiple interviews with established, highly profitable EAs. You will hear how other EAs keep their practices profitable and keep clients (and money) rolling in. This book covers:#13; 1. Marketing techniques for enrolled agents#13; 2. How to use the internet and social networking to boost your community profile#13; 3. How to find profitable IRS representation cases#13; 4. How to avoid deadbeat clients#13; 5. How to get lucrative referrals from other professionals#13; #13; And much more!#13; If you have the tax knowledge and a desire to succeed in this business, this book will help you realize your own success.

IRS Tax Preparer Course and RTRP Exam Study Guide 2012

IRS Tax Preparer Course and RTRP Exam Study Guide 2012 PDF Author: Rain Hughes
Publisher:
ISBN: 9780983279457
Category : Income tax
Languages : en
Pages : 290

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Book Description
How do you become a Registered Tax Return Preparer (RTRP)? You do not need an advanced degree, or even a college education; however, it does require some work. First, you must prepare for the IRS competency exam. The IRS has two separate tests that you can take depending on the type of returns you will file. This course covers both tests and provides FREE access to an online test bank for you to practice. Practice exams are also available online. We designed this course with you in mind, utilizing the experience of Enrolled Agents, CPA's and former IRS employees. In addition to providing you with a solid foundation in tax knowledge, this course has the essential material you must know to pass the test. New regulations require all paid tax return preparers-other than certain exempt individuals-to register for a PTIN, pass a competency exam, and complete 15 hours of annual continuing education. These registered tax return preparers will need to follow the rules in Circular 230 but are not enrolled to practice before the IRS.