Services
The Best Way To Start Your Tax Business!
Foundations of youR Business
- Getting a PTIN & EFIN
- Becoming an ERO
- Business structure
- Hiring & maintaining agents
Marketing
- Settings up territories
- Call Scripts
- Marketing Material templates
- Pre/In Season Giveaways
Marketing
- Settings up territories
- Call Scripts
- Marketing Material templates
- Pre/In Season Giveaways
Sales
- Client Intake Process
- Client referrals strategies
- tax preparation training
Sales
- Client Intake Process
- Client referrals strategies
- tax preparation training
Software
- Web-based
- branded mobile app
- bank products
- tax return scenarios
Software
- Web-based
- branded mobile app
- bank products
- tax return scenarios
Compliance
- tax law
- professional liability & E&O insurance
- file checklists & forms