Add The Business Start-Up Guides

Launch your own tax business in weeks – no franchise fees or royalties

It’s easy to go into business for yourself. These 2 guides equip you with valuable information on How to Start a Tax Business & Get Clients, and Policies & Procedures of a Tax Office. With this package, you’ll be in business in no time.

Guide to Starting a Tax Business & Getting Clients includes:

  • Getting Started
  • Taking the Courses
  • Starting Your Own Business
  • Specifics for a Tax Business
  • How Do You Get Clients? (Includes sample marketing pieces)
  • Bootstrap Marketing Materials You’ll Need
  • Meeting With Your Client
  • How to Price Your Services
  • Continuing Education
  • Client Retention
  • Becoming a Brick and Mortar Business

Guide to Policies & Procedures for a Tax Business includes:

  • Introduction
  • Company Philosophy
  • Personnel Policies
  • Tax Office Policies and Procedures
  • Tax Preparation Procedures
  • Processing Tax Returns
  • Client Folder Setup.

Simply Add the Business Start-Up Guides Before Checking OutBusiness-Start-Up-Guides-small

Guides are available for add-on with the following Courses/Programs: