How to Start an Enrolled Agent Firm

***The course opens on January 1st and the first live class is January 6th at 12 pm EST*** Enrolled Agents who feel lost building their firm, that is who this program is for. This 8-week program helps establish a firm foundation in marketing for Enrolled Agent firms. With my guidance, you will create predictable streams of referrals whether you are building a tax preparation or tax representation Enrolled Agent firm. I will walk you through how to create a customizable marketing plan. You will also have access to a workbook I use in my own business as well as a group of your peers to help keep you accountable to your commitments. I will also provide you with templates for engagement letters, pricing, workflow, and more. This program is for you, to help you build the Enrolled Agent firm that you want in your life. In addition to this private group where you can network and keep yourself accountable to the commitments you have made to yourself about your firm, you will also have 1-1 direct access to me during business hours via the Spaces app for 8 weeks. Here I will be able to provide you with feedback about certain things you may not feel ready to share with the group. You are also welcome to join the EA mentorship calls during your 8 weeks. This will be 2 technical trainings and 2 Q&A calls. If you are new to the tax industry, no worries! This program will also cover the basics of tax representation. Which will enable you to market these services with confidence. If you need help with tax preparation as well that is okay. For 8 weeks you will have access to the paid article subscription and the tax "mini-courses". These mini-courses are in video format at the end of the article. They provide tax preparation instruction in bite-sized pieces, great for new tax professionals and perfect refreshers for seasoned professionals. The program is yours for life! The group access, direct access to me, and articles are limited to 8 weeks.