Build Your Own Successful Tax Practice

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!

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 philosophy 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.

Expansion blue


  • 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!

Order Now!

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!


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.

Order Now


Still Have Questions?

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

Live Chat

Information Request Form

Check Out Our BLOG – 
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.