NSA in Partnership with The Income Tax School

National Society of Accountants (NSA), in conjunction with The Income Tax School, is proud to offer comprehensive online tax courses that meet the needs of those just entering the tax profession, as well as continuing education for experienced tax professionals.

Learn how to prepare tax with our online tax preparation courses offered by NSA from the comfort of your home or office at your own pace. The online self-study programs also provide email instructor support assistance to answer questions about the course materials, just like in a traditional classroom. For those looking to become a tax preparer, our tax school programs can help you begin a rewarding tax career quicker than ever.

Annual Filing Season Program (AFSP) packages with continuing education are also available.  Annual Filing Season Program (AFSP) is an annual voluntary IRS program for return preparers. It consists of a 6 hour Annual Federal Tax Refresher (AFTR) course with a comprehension test, plus 12 hours of CE annually. AFSP can help set you apart from unqualified competitors and secure your representation rights.

Tax Preparer continuing education courses offered by NSA and The Income Tax School provide the perfect opportunity to meet the growing demand for qualified tax professionals. If you want to take your tax career to the next level, browse our tax course catalog for the online course that best suit your qualifying or continuing education needs or grow and build your tax business.

Tax Practice Management Manuals

 
Enroll-Now---All-4-TPM Retail Price $999 NOW $420 with code NSA65
Enroll-Now---Marketing-Manual Retail Price $299 NOW $105 with code NSA65
Enroll-Now---Operations-Manual Retail Price $399 NOW $140 with code NSA65
Enroll-Now---Expansion-Manual Retail Price $199 NOW $70 with code NSA65
Enroll-Now---Personnel-Manual Retail Price $299 NOW $105 with code NSA65

(*not including $4.99 shipping per manual)

Tax Practice Management Manuals

Expert insider guidance shows you what to do, and what to watch out for as you build your tax business.

Chuck McCabe, one of the industry’s top insiders, shares the strategies and tactics he used to start and operate 100’s of tax offices. Chuck created these manuals, webinars and online courses to show you how to compete effectively with local and national tax firms. It’s the sure way to create real business value and avoid time and money-wasting mistakes.

These Tax Practice Management Manuals offered by NSA and The Income Tax School allow you to learn from a fellow Tax Practitioner who faces the same challenges and opportunities you do- Peoples Tax CEO Chuck McCabe. Chuck reveals the best practices he used to start and operate hundreds of tax offices when he was an executive with H&R Block. You also learn emerging best tax business practices that Chuck is developing for Peoples Tax, the tax preparation business he started in 1987. He’s down in the trenches learning and sharing what’s working for his company as the economy changes and the workforce shifts. (Chuck is also founder and CEO of The Income Tax School.) Chuck knows the tax business from the inside out. He gives you reliable, clear guidance on all aspects of establishing, running and expanding your tax preparation business.

Whether you’re starting or growing a tax practice, the Tax Practice Management Manuals offered by NSA and The Income Tax School can Tax Professionals & Accountants including CPAs, Enrolled Agents, RTRPs and PTIN holders in EVERY stage of owning a practice. You also learn emerging best tax business practices that Chuck is developing for Peoples Tax, the tax preparation business he started in 1987. He’s down in the trenches learning and sharing what’s working for his company as the economy changes and the workforce shifts. (Chuck is also founder and CEO of The Income Tax School.)

Now’s the time to start making the changes that can create a more profitable tax season this year, and every year. Check out the tabs below and use the special NSA coupon code below for additional savings!

Tax Business Marketing Manual

Learn how to market your tax business effectively on a limited budget.

This guide provides insight into traditional marketing and advertising concepts, plus state-of-the-art internet marketing principles. You get strategies and tactics to keep your current clients and attract new clients for steady business growth.

Tax Office Operations Manual

Successful tax businesses require much more than just knowing how to prepare tax returns. This comprehensive Operations Manual spells out proven best practices to operate a tax office systematically like the national tax firms.

The Manual is a training tool and a reference to ensure that all your tax preparers and other employees understand your company’s philosophy and adhere to your established business practices for consistency in operations.

You get a hard copy of the manual as well as a CD in MS Word to allow you to customize the Manual to your tax business.

Tax Business Personnel Manual

Your most valuable business asset is your people! You can only grow your tax business beyond your own capability be recruiting, hiring and training good people. If you’re in business with two or more employees, then this manual is for you.

Employees are the key to your success. This guide provides advice on

  • recruiting and screening good people
  • hiring and complying with employment laws
  • training your employees

You also get a CD in MS Word that you can customize to your business and your state and local labor laws.

Tax Business Expansion Guide

Use this when you’re getting ready to locate your first storefront tax office or expand into more offices and locations. Chuck McCabe, a 40+year veteran executive of a national tax firm, shares his insights and provides you with a methodical, clear plan for

  • tax office site selection
  • lease negotiation
  • alternatives to expand your tax business geographically

Chuck has started and operated hundreds of tax offices. This valuable guide helps you make the best decisions and avoid costly mistakes.

Tax Business Marketing Manual

Learn the secrets that will help you compete with national tax firms, and beat them at their own game!

Reach Your Target Clients

This manual has all you need to know to market your tax business the way national tax firms do…without having to spend as much. Learn to identify your target clients and reach them more efficiently and effectively. This unique practical guide is full of proven strategies and illustrations of marketing tactics and tools that build revenue. Just one of the scores of great ideas will more than pay for the modest cost of this essential handbook! The Tax Office Marketing Manual is one module of four practice management manuals. Purchase all 4 manuals and save!

Contents include:
marketing-manual

  • Marketing Planning
  • Clients & Retention
  • Mass Media Advertising
  • Targeted Advertising
  • Public Relations
  • Group Tax Programs
  • Tax Office Signage
  • Pricing
  • Marketing Services
  • Sample Ads, Brochures & Flyers
  • Marketing References
  • …and much more!
  • View Table of Contents

Get the Tax Business Marketing Manual or Order all 4 Manuals as a set and save!

Tax Office Operations Manual

Your tax preparers need to know more than tax preparation to help you grow your business…

Policies and Procedures of a Tax Office

Successful tax practices require much more than just knowing how to prepare tax returns. This comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy, which will help increase consistency in your operations. We even include a CD so you may customize the manual to your own business needs. The Tax Office Marketing Manual is one module of four practice management manuals. Purchase all 4 manuals and save!

Contents include:
tax-office-operations-p&p

  • Guiding Principles
  • Company Philosophy
  • Corporate Mission
  • Personnel Policies
  • Marketing Programs
  • Tax Office Policies
  • Tax Preparation Procedures
  • Administrative Procedures
  • Fee Schedules
  • Checking & Processing
  • IRS E-Filing
  • IRS Due Diligence
  • Employment Agreements, Testing & Training
  • Income Tax Office Forms
  • …and much more!
  • View Table of Contents

Get the Tax Office Operations Manual or Order all 4 Manuals as a set and save!

Tax Business Expansion Manual

Proven methods to develop a multiple office income tax business.

Grow Your Tax Business the Smart Way! If you are ready to lease a tax office or expand your tax business, don’t any make decisions without this guide! This manual, developed by Chuck McCabe, a 40+ year veteran executive of a national tax firm, gives you a methodical, clear plan. Just one of these many tips could save you thousands of dollars and headaches! Chuck has personally managed close to a thousand leases and has learned what works – and what doesn’t! This truly is a must read!

Contents include:
tax-office-expansion-manual

  • Planning for Expansion
  • Game Plan to Compete with National Tax Firms
  • Site-Selection Considerations
  • Different Market Segments
  • Signage
  • Sample Leases & Leased Department Agreements
  • Strategies for Lease Negotiation
  • Legal Advice
  • Key Leasing Considerations
  • Seasonal Shopping Mall Offices
  • Lease Department Offices
  • Satellite Offices
  • Group Tax Programs
  • Alternative Distribution Channels
  • Joint Ventures & Franchises
  • Buying Tax Practices
  • Acquisitions
  • …and much more!
  • View Table of Contents

Get the Tax Business Expansion Manual or Order all 4 Manuals as a set and save!

Tax Business Personnel Manual

The Most Important Part of Your Business is Your People!

Training & Human Resources

If you’re in business with just two or more employees, then this manual is for you. Employees are the key to your success. With this guide, you’ll be able to realize the benefits of hiring right, proper training, and keeping the best. We even include a CD so you may customize the manual to your own business needs.

Contents include:
Personnel-Manual

  • Creating Job Descriptions
  • Screening & Hiring
  • Recruiting & Training
  • Hiring Seasonal Tax Preparers
  • Pre-Employment Hiring Procedures
  • Employee Training Outlines
  • Motivating & Retaining
  • Personnel Policies & Procedures
  • Employment Qualifications
  • Employment Legal Issues
  • Employment Practices
  • Wage & Salary Policies
  • Work Schedule
  • Leaves of Absence – Paid & Unpaid
  • Employee Rewards & Recognition
  • Compensation & Performance
  • Benefits
  • …and much more!
  • View Table of Contents

Get the Tax Business Personnel Manual or Order all 4 Manuals as a set and save!

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