Things have changed drastically since my first busy season in 2011 at a CPA firm. I worked at a firm that had gone international, and they had a lot more resources than I had when I first started my firm. In my first busy season, my tech stack wasn't too complex. Technology has changed a lot within the past decade, and so have the tools that I now utilize. It has made the barriers to entry to starting a streamlined Enrolled Agent firm lower. That's why I want to share what I am using in my...

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 with your tax...

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. Fear kept them from...