Tax Practice Management Resources

Compete Successfully With the Big Guys!

Small tax preparation businesses really can prosper. You have the advantage of flexibility and agility. Unlike national firms, you can tailor your services to your clients’ needs. But you have to know what to do and when to do it.

Best practices are the key

There are many aspects of running your business that aren’t about doing your clients’ taxes. We have recommendations and best practices you can use without needing to reinvent the wheel. Our manuals will enable you to compete on a level playing field, without paying costly franchise fees or royalties. You’ll learn how to:

  • Avoid costly mistakes and market effectively on a limited budget
  • Identify your target clients and reach them efficiently
  • Operate your business systematically
  • Recruit, train and keep the right people
  • Generate year-round revenue and profits
  • Understand the secrets of the national tax firms

“I purchased the Tax Office Operations Manual and it was an incredible resource. I would highly recommend it. I used it last year and it really helped to fill in some gaps that my office manager and I had. I just pulled it out and plan on reviewing it for the up and coming tax season to make sure we are consistent with our delivery. We went from around 197 tax returns to just south of 300 and are looking to hit 400 this year.” Fred Waller, Waller Tax and Financial Services

Tax Practice Management Manuals

Tax Business Marketing Manual

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

Tax Office Operations Manual

This comprehensive manual outlines effective company policies and procedures and how to communicate them.

Guide to Start and Grow Your Successful Tax Business – Printed & Shipped Book

This 319-page book is your go-to guide to getting started with a tax business today.

Guide to Start and Grow Your Successful Tax Business – PDF Download

Want to save paper? Get a digital copy viewable on most devices!