Guide to Start and Grow Your Successful Tax Business

Your go-to guide to getting started with a tax business today!

This book includes the following topics:

  • Learning Tax Preparation & Obtaining Credentials
  • Developing a Business Plan
  • Risk Management
  • Getting Started as a Tax Business Owner
  • Establishing Your Tax Office
  • Tax Office Operating Systems
  • Buying a Tax Practice
  • Marketing Planning
  • Pricing Your Services
  • Mass Media Advertising
  • Digital Marketing
  • Your Website
  • Social Media Marketing
  • Neighborhood Marketing
  • Client Retention Strategies
  • Recruiting & Training Tax Preparers
  • Employee Pre-work Training
  • Motivating & Retaining Employees
  • Continuing Education
  • Diversification for Year-round Revenue
  • IRS Circular 230, Due Diligence & Fraud Protection
  • Helping Your Client Deal with the IRS
  • Peer Support & Tax
  • Professional Associations

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Praise for the Book…

“We know from talking to our customers how important it is for a tax professional to feel like a trusted advisor to their clients. This book has all the elements to set you up for success and to be that advisor – from developing a business plan to diversifying for year-round revenue. We’ve worked with ITS on several projects — their rich domain access is unequalled – and Chuck’s breadth and depth of knowledge really shine through. His passion to help tax professionals grow and prosper equals our own and is inspiring.”

~ CeCe Morken, General Manager, Intuit ProConnect Group

“The Income Tax School invests significantly to ensure the very best curriculum development and content delivery. Feedback from participants has been excellent and truly supports The Income Tax School’s position that it sets the standard for tax preparer training and enabling ITS graduates to start successful independent tax businesses.”

~ Roger K. Burgess, former IRS Deputy Asst. Commissioner and District Director

“Reading the start-up business guide book has been a transforming experience to my business life. In 2015, after spending 10 years as a District General Manager with a national tax firm, I started up my own tax business, Global Tax Centers. Using The Income Tax School Tax Practice Manual as my guide, I grew from a one-man operation to 22 home-based Affiliate/Owners across the US. The ITS tax business operating principles are as sound as Mt. Everest and explained with great clarity for easy retention. Chuck McCabe’s insight into the tax industry is priceless, and provocative, and his manuals are required reading for every one of our Affiliate/Owners. Every person looking to start their own tax business could benefit from reading these manuals.”

~ Nathaniel R. Causley, Jr., J.D., Founder, President & CEO, Global Tax Centers

About the Author

Chuck McCabe has managed hundreds of tax offices and was recognized for multiple years among Accounting Today’s Top 100 Most Influential People in Accounting because: “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.” Empowering these entrepreneurs with proven best practices has enabled them to operate on a level playing field with national tax firms.

“One very important thing I have learned over the years is that there is no need to reinvent the wheel. This book is a practical, comprehensive guide that is beneficial for all entrepreneurs planning to operate as either a sole-tax practitioner or a tax business owner employing other tax preparers. Throughout this book, you will learn many best practices that will save you time and money, and help you grow a successful tax business.

As our mission statement declares:

We empower people with a professional career to fulfill their dreams and serve others as industry leaders.

We hope that this book will help us fulfill our mission of enabling you to succeed as a tax entrepreneur!”

Best wishes for your success! ~ Chuck McCabe


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Why you should start a tax business

Get control of your life back. Work full-time or part-time. Earn more, enjoy freedom and flexibility.

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How to start your own tax business

Here’s a small checklist to help you start your home-based tax business…

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