Compete successfully with the big guys with no fees or strings attached!
Yes, small tax preparation firms really can prosper. You have the advantage of flexibility and agility. Unlike national firms, you can turn on a dime when you have to. But you have to know what to do and when to do it. What works and what doesn’t.
Best practices are the key! Learn the developed and tested systems that produce consistent and reliable growth that you can use to build your business.
Tax business insider, Chuck McCabe, reveals the best practices he used to start and operate hundreds of tax offices when he was an executive with H&R Block. He shows you how to succeed using the same proven methods. You learn how to
- Avoid costly mistakes and market effectively on a limited budget, including tested internet strategies.
- Establish and maintain forward momentum by operating your business systematically.
- Recruit, train and keep the right people–your most valuable asset.
- Select the best location for a new office; negotiate a lease, and more.
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.
Now’s the time to start making the changes that can create a more profitable tax season this year, and every year. Get started today!
Essentials to start, build, or improve your own tax business
As an income tax professional or tax business owner, you can use our powerful tools to:
- Attract new clients
- Build a successful tax practice
- Compete successfully with local and national tax firms
Our Tax Practice Management Manuals and Webinars will enable you to compete on a level playing field without reinventing the wheel or paying costly franchise fees or royalties!
I purchased the Tax Office Operations Manual and it was an incredible resource. I would highly recommend it, and Chuck did not pay me to say that. 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
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 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.
What you will take away
- Proven methods to generate revenue & profits
- Best practices to manage your tax business effectively
- Understanding of the secrets of the national tax firms
- A viable plan to generate year-round revenue & profit
- A vision of the successful tax business model of the future
- Systematic methods to enable your people to build your business for you
Tax Business Marketing
Reach Your Target Clients
Learn many of the key things to market your tax firm the way national tax firms do without having to spend as much. Learn to identify your target clients and reach them efficiently and effectively.
- Marketing Planning
- Client Retention
- Mass Media Advertising
- Targeted Advertising
- Public Relations
- Group Tax Programs
- Tax Office Signage
- Sample Ads, Brochures & Flyers
- Marketing References
- …and much more!
Tax Office Operations
Policies and Procedures
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 to increase consistency in your operations. Downloadable files and templates included to customize to your needs.
- Guiding Principles
- Tax Office Policies
- Administrative Procedures
- Employment Agreements
- Fee Schedules
- Checking & Processing
- IRS E-filing
- IRS Due Diligence
- …and much more!
Tax Business Expansion
Grow Your Business
Ready to lease a tax office or expand your tax business? Don’t make any decisions without this guide! This manual, developed by a 40+ year veteran executive of a national tax firm, will give you a methodical, clear plan.
- Game Plan to Compete with National Firms
- Site Selection Considerations
- Different Market Segments
- Sample Leases & Leased Department Agreements
- Lease Negotiation Strategies
- Alternative Distribution Channels
- Joint Ventures & Franchises
- …and much more!
Tax Business Personnel
Training & Human Resources
In business with two or more employees? 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.
- Screening & Hiring, Recruiting & Training
- Training Outlines
- Creating Job Descriptions
- Motivating & Retaining
- Personnel Policies & Procedures
- Employment Law Issues
- Employment Agreements
- Compensation & Benefits
- …and much more!
Also Available! Guide to Start and Grow Your Successful Tax Business.
$99 (digital) or $149 (hard copy)
This 319-page book is your go-to guide to getting started with a tax business today! You can start with this book and move on to the Tax Practice Management Manuals as your business grows.
Learn the key things you need to start a successful tax business or grow the one you have!
About the Author
Charles E. McCabe, M.B.A., founded The Income Tax School (ITS) in 1989, initially as a division of Peoples Income Tax which he also founded, to meet the need for qualified tax preparers to support the multi-office tax firm’s rapid growth. Previously McCabe was regional director and major franchise COO for H & R Block in several states. ITS now provides income tax training curriculum for tax & accounting firms and colleges, and also trains thousands of students nationwide through online income tax courses. McCabe is also a speaker, author and teacher of entrepreneurship and tax practice management.
Free Tax Business Webinar
View the Recruit and Train Webinar for FREE ($59 value)! Use promo code freebie10 at checkout.
Learn proven best practices developed by national tax firms to ensure an adequate supply of trained, qualified tax professionals to staff your offices.
These were great webinars and I got a lot out of them. I appreciate the great client service that you and Chuck have shown me. Chuck has been very open and free with providing me information and encouragement as I get my practice off of the ground. It is a really exciting (and terrifying) time as I work through all of the issues and opportunities to get launched, and the webinars and the practice manuals I purchased have been a great help. Thanks again.”Brian Murphy, New Lebanon, OH
ITS BLOG: Tax Industry Talk
Tax Industry Talk was developed to facilitate a meaningful dialogue among all tax preparers – from beginners to even the most seasoned tax professionals. Through this communication, we strive to enable tax professionals nationwide to adopt, develop and refine best practices with their clients and businesses.
Check it out now: Tax Industry Talk, and don’t forget to subscribe to the feed so it comes right to your email inbox!
Tax Business Owners of America
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