One of the questions I am asked most often by new tax professionals is, "What's next?". Whether you are new to the tax industry or seasoned, having a written-out workflow is pertinent to your success. It allows you to be more efficient. But your workflow doesn't begin after the client has retained you. It begins as soon as your marketing funnel leads them to book a call with your tax preparation business. You do not have to work with everyone who reaches out about working wit

How to Create a Client Avatar for Your Enrolled Agent Firm I have helped my fellow tax professionals grow their business for almost 6 years now. Since I started my own platform, America's Favorite EA, I began to notice a common theme. This was for both tax professionals and other business owners. They had trouble making sales or working with their ideal client. The reason for this is that they were unclear about who it was they wanted to help and how they would help them. Fea