The Income Tax School is excited to partner with uTax to offer top tax training materials and tax practice management to its customers. With these materials, you can grow your tax business exponentially without having to reinvent the wheel!
Resources & Tax Education for Your Tax Business
Retail Price: $79, uTax Price: $63.20
Use Code at Checkout: UTAX20
To Compete with National Firms, Beat Them at Their Own Game!
This 319-page book is your go-to guide to getting started with a tax business today!
- Learning Tax Preparation & 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 & Training Tax Preparers
- Employee Pre-work Training
- Motivating & 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
Retail Price: $169, uTax Price: $135.20
Use Code at Checkout: UTAX20
Tax Office Operations – Proven Best Practices for Efficiency
Best practices are the key to success! Learn the developed and tested systems that produce consistent and reliable growth that you can use to build your business.
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.
Editable files are included to customize this manual for your own business needs.
- Guiding Principles
- Company Philosophy
- Tax Office Policies
- Security and Identity Theft Protection
- Administrative Procedures
- Tax Associate Compensation Plans
- Employment Agreements
- Fee Schedules
- Pricing Tax Returns
- Special Promotions and Discounts
- Company Guarantee
- Checking & Processing
- IRS E-filing
- IRS Due Diligence
- Key Terms
- …and much more!
uTax Customers now Save 15% on individual elearning tax courses and seminars, licensed tax practice management manuals, and tax training kits for training preparers in-house with your own instructor.
Plus, uTax Customers also Save 20% on the Guide to Start & Grow Your Own Successful Tax Business and the Tax Office Operations Manual!
- Use Code UTAX15 to Save 15% on individual elearning tax courses and seminars, Tax Practice Management Manuals, and Tax Training Kits for In-House Training with your own instructor
- Use code UTAX15-P to Save 15% on Tax Course and Certificate Program Payment Plans
- Use Code UTAX20 to Save 20% on Guide to Start & Grow Your Own Successful Tax Business and Tax Office Operations Manual
Offers above are not valid with any other offers or on previous purchases. Only one discount may be used at a time.
Beginner Tax Training for Tax Preparers
About the Comprehensive Tax Course
In this beginner tax preparer course, students will learn to prepare tax returns and research tax issues for most Form 1040 individual, non-business taxpayers; plus the basics of Schedule C/self-employed tax returns.
- 4 Modules, 4 Chapters each (45 hours of CE)
- No prerequisites required.
- California edition is CTEC Approved.
When students complete the ITS Comprehensive Tax Course, they will be qualified for employment as a tax professional and ready to start working for your tax business.