Expanding Your Clientele In Your Income Tax Preparation Business

Happy Tax Tax Industry

We’ve been receiving great questions from our viewers here. Please keep them coming. We respond to all questions by email and some will appear here on our weekly strategy session. On this weeks session, I’ll answer a question from Bradd from Oklahoma. He asked for help on how he can expand his clientele. He’s been in business for 8 years. His challenge …

First steps in setting up a tax preparation business

Happy Tax Tax Industry

On this weeks strategy session, I’m going to answer a question from Joe from New York who asked for some guidance on first steps in setting up a tax preparation business. There is a lot to it however, I’ll give the key points here. First off, you’ll need to get a Tax ID for your business. You should get this …

Problems and challenges in the offseason in the tax business

Happy Tax Tax Industry

On this weeks strategy session, I’m going to talk about Problems and Challenges in the tax business in the offseason. So many people ask me what they should do in the offseason since the majority of tax returns are filed between January and April of each year. What to do for the remaining months. Well, if you already have a traditional tax business with …