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Are you passionate about tax and want to help others with their tax assessments? Starting a tax preparation business can be a fun and rewarding adventure. If you enjoy helping others with taxes or simply dream of having your own business, this article is for you. 

We’ll walk you through the important steps to starting your own tax preparation business. From covering the basics to how to set up your services, we’ve got you covered and will help you on your way to success.


…While you’re here, register for my exclusive FREE online training, ‘Teach Me The Tax Game’ to learn how to increase your income with a new career in the tax industry, and make $100K in just 90 days!


Understanding the Basics


Before diving into the world of tax preparation, it is important to understand the basics. Take some time to familiarize yourself with the various tax laws, regulations, and any licensing requirements that you need to know in your area.

Online courses and local workshops can provide you with some valuable insights into the tax preparation process and keep you updated on any changes in the tax codes. 


Build Your Skills


Invest your time in learning our popular EZ Tax Solutions tax preparation software. This is the most important tool you will use in your business, so it’s crucial that you know how it works. Our software is both user-friendly and has a number of comprehensive features that will help you streamline your workflow and instill that all-important confidence in your clients. 


Set up Your Space Virtually from Home


A dedicated workspace is not a want – it’s a need! Ensuring that you have a comfortable and organized workspace will not only help you know where everything is but also help you be more productive, as it allows you to focus on what’s important. It is a great idea to invest in a reliable computer, primer, and any other tools that you might need for your tax filing service. 


Pricing and Package Considerations


Look at local market rates to determine competitive pricing and package deals for your potential clients. These can include basic tax preparation, consultation sessions, and discounted rates for those who get their tax returns filed early. 


Marketing is Key


One of the more popular ways to market your new business is to create a website (get one here) and advertise on social media.

Remember to include important details like your services, pricing, and, most importantly, your contact details. Use targeted online ads to increase your business visibility and get your information to those people who need it most. 


The Importance of Time Management


Time management is especially important during tax season. Set clear expectations with your clients regarding deadlines, and keep clients informed about the progress of their tax filings. 


Compliance and Security


Clients want to know that their information and data are protected, so it is of the utmost importance that you invest in secure storage solutions that have the best security measures to safeguard any sensitive data.

Let your clients know about the security measures you have in place to give them complete peace of mind that their tax information is in the best possible hands. 




Starting your own tax preparation business is easy if you know how. If you’re still not sure how to go about it, you can attend a free training that we offer at  Teach Me The Tax Game, a comprehensive tax preparation masterclass that will teach you all there is to know about the tax preparation industry and how you, too, can become your own boss.

So, the question now is, are you ready to take on the challenge?


…And don’t forget! Do NOT sleep on this offer! Register for my FREE online training, ‘Teach Me The Tax Game’, and learn how to make $100K in just 90 days as a tax preparer!

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