If you’re thinking about starting a tax business, here are the top things you’ll want to do to get started. Step 1: Take a solid foundational tax course If you’ve prepared tax returns for friends and family but have never taken a tax course, you will likely have some gaps in your tax knowledge. Taking […]
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A Career in Tax Prep – The Land of Opportunity
Tax return preparers are in high demand right now. If you have a high school diploma or the equivalent, great attention to detail, understand basic math equations, can handle several projects at one time, and are a good communicator, you have what it takes to excel in this field! Plus, as a bonus to learning […]
Tax Preparation is a Perfect Option for Gig Workers
Maybe you’re a gig worker and don’t even know it! In case you’re not familiar, a gig worker is someone who takes hourly or part-time jobs doing anything and everything from catering, to delivery driver, to marketing, to technology, to construction, among so many other trades – including tax preparation! Merriam-Webster dictionary defines a gig […]
Top 5 things for CPA candidates to remember right now
We know how uncertain of a time it currently is, with COVID-19 impacting not only your day-to-day life but your family and the market too – it’s pretty scary. But that’s not to say that your life (or career ambitions) should be put on hold, in fact, they’re more important now than ever. That’s why […]
6 Signs You’re Ready for a Career Change
With all the changes in the last 18 months, you may find yourself wanting more, something different, looking for a new career. Here are some signs that you might be ready for a career change, and why tax preparation might be just what you’re looking for! You find it hard to give it your all […]
Conducting a Thorough Tax Client Interview
Your clients expect and deserve much more than just a correct tax return. That is a given. Clients will only choose you over other options if you provide a positive experience and added value. Making the experience positive and adding value requires making a good first impression, showing genuine concern for the client, being very […]
Identify Your Mission and Commit to It
If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons handy to motivate you on tough days. These are your motivators. Mission and […]
Learn Something New This Summer
Summer is here and if you’re like most people, you’re thinking about relaxing at the beach or pool…soaking in the sun and enjoying BBQs with friends. But if you’re looking to get ahead, now is the perfect time to consider taking some continuing education (CE) courses. Why should you complete CE this summer? Summer is […]
Now is the perfect time to start a tax business!
Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing client relationships to other, younger tax preparers. With such a large population of […]

