Getting started
Your first 30 days as a tax preparer
Build a practical foundation for your training, tools and first client conversations.
Read article
Call Our Team
(954) 698-2917
Getting started
What to have ready before your first client
Prepare a clear intake process, secure document exchange and a dependable review routine.
Read article
Pricing
How to set your prices in your first season
Create a pricing structure that clients can understand and that reflects the work involved.
Read article
Marketing
Where your first clients actually come from
Build a practical outreach plan around trust, clear communication and useful information.
Read article
Software
Working inside professional tax software
Develop a careful workflow that combines software practice with thoughtful review.
Read article
Client care
Turning one season into a returning client list
Build a dependable client experience through clear expectations and thoughtful follow-up.
Read article
Professional requirements
What paid preparers need to register
Understand the difference between a PTIN, e-file provider approval and business setup.
Read article
Tax season
Getting ready before January
Use the quieter months to organize your learning, systems and client communication.
Read article
Preparation
Common mistakes in a first filing season
Recognize avoidable problems in intake, review and communication before they affect clients.
Read article