Tax Practice Management Tools

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!

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. CD included to customize to your needs.

Marketing blue


  • 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!

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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 philosopy to increase consistency in your operations. CD included to customize to your needs.

Operations blue


  • Guiding Principles
  • Tax Office Policies
  • Administrative Procedures
  • Employment Agreements
  • Fee Schedules
  • Checking & Processing
  • IRS E-filing
  • IRS Due Diligence
  • …and much more!

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Order as a Set and Save!

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.

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  • 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
  • Aquisitions
  • …and much more!

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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. CD included to customize to your needs.

Personnel blue


  • Screening & Hiring, Recruiting & Training
  • Training Outlines
  • Creating Job Descriptions
  • Motivating & Retaining
  • Personel Policies & Procedures
  • Employment Law Issues
  • Employment Agreements
  • Compensation & Benefits
  • …and much more!

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Now Available! Our new book, Guide to Start and Grow Your Successful Tax Business.

This 289-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 more about the New Guide

Learn the key things you need to start a successful tax business or grow the one you have!

Strategic Planning Retreat Webinars

If you’re interested in the Tax Practice Management Manuals, these webinars are like the prelude to them. These webinars, conducted by Chuck McCabe, include the same topics covered during live Strategic Planning Retreats for Tax Business Owners and Entrepreneurs that were held in Richmond, VA for several consecutive years. These webinars are full of information and have been developed from years of experience in the tax industry. Now you can benefit from the same material without the travel and hotel expenses, and without being taken away from your business. In addition, you can have other key members of your team watch and listen to the PowerPoint presentations in your office at no additional cost.


Free Tax Business Webinar

View the Recruit and Train Webinar for FREE ($59 value)!

Learn proven best practices developed by national tax firms to ensure an adequate supply of trained, qualified tax professionals to staff your offices.

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Still Have Questions?

Toll-Free Phone: (800) 984-1040 (Monday – Thursday, 9 am – 8 pm EST / Friday 9 am – 5 pm EST)

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Check Out Our BLOG –  blog-feed-icon-24x24 Tax Industry Talk

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

Are you a Tax Business Owner?

Join Tax Business Owners of America, where you can share ideas, best practices and more!

To join TBOA you must first be a member of LinkedIn ( As a LinkedIn member, you can visit the TBOA LinkedIn Group and make a request to join.