Services
Tax business training & consulting
Launch your own tax preparation business with a proven roadmap — training, software setup, compliance, and mentorship from an experienced practitioner.
Your tax business, built the right way
Thinking about starting your own tax business? We train and consult aspiring tax professionals through every step — from getting credentialed and choosing software to pricing your services, staying compliant, and landing your first clients. You get a proven roadmap plus ongoing mentorship, so you never have to figure it out alone. Whether you're leaving a job to go independent or adding tax services to an existing bookkeeping practice, we shorten the learning curve and help you avoid the expensive mistakes most new preparers make.
What we deliver
- Step-by-step business launch roadmap
- PTIN registration & credentialing guidance
- Tax software selection and setup
- Pricing, packaging, and client acquisition strategy
- Compliance, E&O insurance, and data security setup
- Ongoing mentorship and seasonal support
Our process
From idea to open for business
1. Map your launch
We assess your background and goals, then build a step-by-step launch plan — entity setup, PTIN registration, and the credentials you need to operate legally.
2. Build your toolkit
We help you choose and configure professional tax software, set up secure document workflows, and put compliance and data-security practices in place from day one.
3. Price & market
We develop your service packages, pricing strategy, and a client acquisition plan so you launch with a clear path to your first paying clients.
4. Grow with mentorship
Through your first tax season and beyond, you get ongoing consulting — tricky return questions, business decisions, and growth strategy when you're ready to scale.
What you receive
A complete launch package — not just advice, but the templates, setups, and playbooks you need to operate.
- Personalized business launch roadmap
- Entity formation and EIN guidance
- PTIN registration walkthrough
- Tax software selection, setup, and training
- Pricing and service package development
- Client intake, engagement letter, and workflow templates
- Compliance checklist (data security, E&O insurance, recordkeeping)
- Marketing and client acquisition playbook
Topics we cover
Training is tailored to where you are — from your first PTIN to scaling a multi-preparer office.
Who this is for
- — Career changers entering the tax industry
- — Bookkeepers adding tax services
- — Enrolled agents launching a practice
- — Seasonal preparers going independent
- — Immigrant entrepreneurs serving their community
- — Side-hustlers building a tax season business
- — Existing preparers ready to scale
- — Accounting students planning ahead
Book your consultation
Schedule your tax business consultation
Share a few details about your goals and pick a time that works for you.
FAQ
Common questions
Do I need to be an accountant to start a tax business?
No. Many successful tax business owners start with a PTIN and proper training. We'll help you understand what credentials you need for the services you want to offer, and map out a path to grow your qualifications over time.
How long does it take to launch?
Most clients can be operational in 4–8 weeks — entity setup, PTIN, software, and workflows. If you're targeting the upcoming tax season, we recommend starting by early fall to be fully ready.
What does the training cover?
Both the technical side (software, return preparation workflow, e-filing) and the business side (pricing, marketing, client management, compliance). The program is tailored to your starting point.
Do you provide ongoing support after launch?
Yes. Mentorship doesn't end at launch — you get access to consulting through your first tax season for tricky returns, business questions, and growth decisions.
Can you help me choose tax software?
Absolutely. We compare professional platforms (Drake, ProSeries, TaxSlayer Pro, UltraTax, and others) against your budget and volume, then help you set up and learn the one that fits.
Ready to launch your tax business?
Book a free call. We'll map out your launch plan and show you exactly what it takes to be ready for tax season.