Comprehensive Tax Practice Guide

Surgent Income Tax School offers a guide to help you learn to run your own business as a tax preparer. Be your own boss, and earn full-time or part-time income — as you prefer.

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

The Guide includes the following topics:

  • Learning Tax Preparation and 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 and Training Tax Preparers
  • Employee Pre-work Training
  • Motivating and 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
Guide to Start and Grow Your Successful Tax Business – Printed & Shipped Book

Hard copy book full of best practices and important recommendations for building your tax business.

Guide to Start and Grow Your Successful Tax Business PDF download

Save paper and money with an online version. Same content, all at your fingertips!


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.” 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… 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