Guide to Start and Grow Your Successful Tax Business
Guide to Start and Grow Your Successful Tax Business

Author: Terry McCabe Judge

Publisher:

Published: 2017-07

Total Pages:

ISBN-13: 9781947413009

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Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.

Getting Started in Tax Consulting
Getting Started in Tax Consulting

Author: Gary W. Carter

Publisher: John Wiley & Sons

Published: 2004-03-29

Total Pages: 305

ISBN-13: 047120143X

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The Complete, Authoritative Guide to Getting Started in Tax Consulting Tax consulting and return preparation is a fast-paced, dynamic industry-one that promises high earning potential. In this book, tax advisor Gary Carter shows you just what it takes to become an in-demand tax consultant. You'll discover how to break into the tax business, even with relatively limited education and training, and build a path to your new career with Carter's five-step formula for success. Brimming with expert advice from tax professionals and featuring up-to-the-minute coverage of everything from qualifications and employment opportunities to Internet resources, Getting Started in Tax Consulting shows you how to: * Assess your personality fit for the tax profession * Formulate your business plan for starting a tax practice * Find a niche for your tax services * Choose between a sole proprietorship, a partnership, a C corporation, an S corporation, and a limited liability company * Set your fees and market your services * Perform research-an essential skill of the tax professional * Make the IRS your partner and advisor-not your adversary * Start a Web-based tax service

The Enrolled Agent Tax Consulting Practice Guide
The Enrolled Agent Tax Consulting Practice Guide

Author: C. Pinheiro Ea Aba

Publisher: PassKey Enrolled Agent Review

Published: 2010-01-04

Total Pages: 275

ISBN-13: 9780982266045

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The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:#13; #13; "How do I build up my client base?"#13; "Are engagement letters really necessary?"#13; "How do I encourage more client referrals?"#13; "How much should I charge for services?"#13; "How do I fire a bad client?"#13; #13; This book offers real answers to all of these burning questions. #13; #13; You will read multiple interviews with established, highly profitable EAs. You will hear how other EAs keep their practices profitable and keep clients (and money) rolling in. This book covers:#13; 1. Marketing techniques for enrolled agents#13; 2. How to use the internet and social networking to boost your community profile#13; 3. How to find profitable IRS representation cases#13; 4. How to avoid deadbeat clients#13; 5. How to get lucrative referrals from other professionals#13; #13; And much more!#13; If you have the tax knowledge and a desire to succeed in this business, this book will help you realize your own success.

Tax-Free Wealth
Tax-Free Wealth

Author: Tom Wheelwright

Publisher: RDA Press, LLC

Published: 2013-02-28

Total Pages: 174

ISBN-13: 1937832406

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Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.

Taxpayer's Comprehensive Guide to LLCs and S Corps
Taxpayer's Comprehensive Guide to LLCs and S Corps

Author: Jason Watson

Publisher:

Published: 2021

Total Pages: 0

ISBN-13:

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"This is our ninth edition (2021-2022 Edition). How can I avoid self-employment taxes? This simple question was the inspiration for creating an article describing the benefits of an S Corporation. That original article, which was about four pages long, quickly became a series of knowledge base posts on the WCG website. The articles touched on basic topics such as how to elect S Corp status, shareholder payroll, reasonable salary determination and liability protection. Those broad topics demanded much more information, both horizontally by spanning into more related issues, and vertically by digging deeper into the granular yet riveting levels of the tax code..." --

From Tax Preparer to Business Owner
From Tax Preparer to Business Owner

Author: Lashaun Adesimilolu

Publisher:

Published: 2019-12-05

Total Pages: 88

ISBN-13: 9781096465775

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Are you tired of your job? Do you want to make more money? Would you love to spend more time doing what you want to instead of what you have to?If you are ready to create an additional stream of income to fall back on then this is the book for you!From Tax Preparer to Business Owner is the BEST book available for starting a tax business. Based on detailed case-studies, personal success strategies, and a lot of research, Shola Adesimilolu provides a step-by-step guide anyone can use to create and launch a profitable tax service. It doesn't matter if you just want to make a little money on the side, or create a legacy that will survive generations from now, owning a tax service gives you options. I GUARANTEE after reading this book you will leave with everything you need to start your own successful tax preparation business or get a full refund

The Tax and Legal Playbook
The Tax and Legal Playbook

Author: Mark J. Kohler

Publisher: Entrepreneur Press

Published: 2019-07-23

Total Pages: 324

ISBN-13: 161308403X

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The Tax Rules Have Changed. Your Business Should, Too. The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code are complex (especially for the small-business owner), but you don't have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you. In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets. Using real-world case studies, tax-savvy tips, game plans, and discussion points, Kohler coaches you through the complexities of the tax game of the small-business owner. You'll also learn how to: Examine your business needs and pick the right business entity for you Build your personal and corporate credit in eight steps Implement affordable asset protection strategies Take advantage of underutilized business tax deductions Pick the right health-care, retirement, and estate plans Bring on partners and investors the right way Plan for your future with self-directed retirement funds Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.

What Your CPA Isn't Telling You
What Your CPA Isn't Telling You

Author: Mark Kohler

Publisher: Entrepreneur Press

Published: 2011-03-01

Total Pages: 242

ISBN-13: 1613080263

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Tackling the fundamental question asked by all taxpayers – “How can I save on my taxes?,” attorney and CPA Mark Kohler empowers frustrated taxpayers to dismiss the common CPA jargon that their tax payment “is what it is” and ignore widely used tax talk like “you just make too much money.” Kohler reveals 8 life-changing tax principles, and teaches both wage earners and business owners how to apply fundamental, but underutilized tax strategies to achieve huge tax savings, greater wealth, and ultimately, a winning pursuit of the American Dream. Kohler presents wage earners with applicable strategies beyond writing off mortgage interest and contributing more to their IRA. Following the story of a typical family, tax payers discover the undeniable benefit of owning a side/or small business, how hiring their spouse and children can help their bottom line, the financial windfall that comes with owning rental real estate, and the secret success behind self directing their retirement plan, which is something 9 out of 10 CPAs don’t know or don’t talk about! Small business owners uncover new avenues for adding to their bottom line including how to save on health care and legitimate bookkeeping techniques that can put thousands back in their pocket—all illustrated through checklists, charts and templates available in the additional resources toolkit provided by Kohler.

Getting Started in Consulting
Getting Started in Consulting

Author: Alan Weiss

Publisher: John Wiley & Sons

Published: 2019-04-02

Total Pages: 231

ISBN-13: 1119542154

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The definitive guide to getting out of the office and getting into consulting Getting Started in Consulting, Fourth Edition is the acclaimed real-world blueprint to professional and financial freedom. For nearly two decades, this invaluable resource has helped thousands of people quit the daily grind and become their own boss. This practical and motivational guide provides the tools and knowledge to control your future and secure your fortune. From establishing goals and sorting out the legal and financial paperwork, to advanced marketing strategies and relationship building techniques, this indispensable book offers step-by-step instructions for you to establish and grow your own consultancy business. This extensively revised and updated fourth edition includes new and expanded coverage on topics including utilizing informal media, changes in legal and financial guidelines, key distinctions of wholesale and retail businesses, and much more. Author Alan Weiss delivers expert advice on how to combine minimal overhead with optimal organization to produce maximum income. Every step in the process is clearly explained, including financing, marketing, bookkeeping, establishing your fees, and more. This guide is a comprehensive, one-stop source for everything you need to prosper in the rapidly expanding world of private consultancy. Adopt a pragmatic and profitable strategy to achieve incredible results from your consultancy business Learn to identify and address the most commons issues facing your prospects and clients Leverage technology to reduce labor, maximize profitability, and increase discretionary time Access sample budgets, case studies, references and appendices, downloadable tools and forms, and online resources The modern business landscape presents unique opportunities for those willing to take the leap from corporate offices to home offices. Getting Started in Consulting, Fourth Edition is the must-have guide for anyone seeking to cut their own path to their own consulting business.