Getting started
Your first 30 days as a tax preparer
A practical roadmap for organizing your training, tools and first client conversations.
Read resourcePractical resources for tax preparers and business owners.
Clear, useful guidance to help you prepare, serve clients and grow with confidence.
CleverAct resource library
Learn the process. Build practical confidence.
Explore straightforward guidance for training, tax preparation, client service and business development.
Getting started
What to have ready before your first client
Prepare the documents, workflow and communication process you need before tax season begins.
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Pricing
How to set your prices in your first season
Build a pricing structure that is clear for clients and sustainable for your business.
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Marketing
Where your first clients actually come from
Learn how referrals, community relationships and consistent outreach can generate early clients.
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Software
Working inside professional tax software
Understand the essential tools and habits that support an accurate preparation workflow.
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Client care
Turning one season into a returning client list
Create a dependable client experience that encourages trust, referrals and repeat business.
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Compliance
What paid preparers need to register
Review the basic registrations and professional responsibilities to consider before serving clients.
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Tax season
Getting ready before January
Use the quieter months to prepare your systems, marketing and client intake process.
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Preparation
Common mistakes in a first filing season
Recognize common workflow and communication problems before they affect your clients.
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