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

We live in a digital world, whether people want to accept it or not. I do understand some people's hesitancy to accept it. For one, there...

Uncle Sam offering US taxpayers first time penalty abatement in 2025. The Internal Revenue Service (IRS) does offer relief from tax...

Taxes aren't "sexy". Social media marketing for Enrolled Agents is hard. That is why it is easy to get analysis paralysis

You can't just come out of the blue with your tax season marketing especially if you have ghosted the platform, and not posted for 3+ months

This page includes an affiliate link and promo code for software that I use in my firm. If you choose to use the promo code they will track that. If you choose to use the affiliate code I may receive a small commission, at no extra cost to you. I only recommend software and tools that I have personally used. As a financial or tax professional there will be times that you need to access a taxpayer's information. It may be to verify their income, to see past tax returns, or to

The IRS phone number for tax professionals is 1-866-860-4259. Their business hours are 7 a.m. local time to 7 p.m. local time.

The first step to becoming a paid tax professional is to get a preparer tax identification number (PTIN). It doesn't matter if you want...