Looking to start your own tax preparation business? This video will give you everything you need to know, from getting licensed, getting trained, picking out your tax prep software to figuring out how you’ll connect with clients. Basically we cover everything you NEED to know so start growing your business.

And as an added bonus, make sure you check out the bonus section of the video. In it, Jared talks about 10 ways to market your tax business and find new clients. And guess what? Most of them are absolutely FREE!

Tax Help For Tax Pros S1 EP 1
5 Things You Need To Start Your Tax Business
https://youtu.be/JG26SmNQSdQ

🕘Timestamps:
0:00 Intro
0:36 What IRS IDs do you need?
2:55 Ways to get tax training
4:30 Choosing professional tax software
6:04 Client communication systems
7:35 Marketing
8:00 BONUS – 10 ways to market your tax business
11:34 Recap!

☕☕☕ Say Thanks?! Support the channel and Buy Me A Coffee:
https://www.buymeacoffee.com/wilsonrogersco

📚📺📻 Resources
Our Community – The Tax Pro Lounge: https://thetaxprolounge.group.app/pages/thetaxprolounge

FREE DOWNLOAD – 7 Mistakes New Tax Pros Make: https://www.taxhelpfortaxpros.com/courses-products/

IRS PTIN: https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers

IRS EFIN: https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider

IRS Publication 3112: https://www.irs.gov/pub/irs-pdf/p3112.pdf

IRS VITA Tax Volunteers: https://www.irs.gov/individuals/irs-tax-volunteers

2023 Journal of Accountancy Tax Software Survey https://www.journalofaccountancy.com/news/2023/aug/2023-tax-software-survey.html

NATP 2023 Software Survey results: https://blog.natptax.com/article?articleId=6IvWK0askHrRjWvN7BP7oC

Pronto Tax School – 45 hour Basic Federal
https://courses.prontotaxschool.com/courses/45-hour-irs-basic-income-tax-course?ref=3fed23

🎙🎥💻📸 Gear u0026 Other Things We Use
TubeBuddy: https://www.tubebuddy.com/WRCO
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What is Tax Help For Tax Pros?
On this channel how we help tax professionals learn tax preparation skills so they can “Learn – Know – Profit – Grow” in their tax business. Our goal here is to help “students” become confident tax professionals, whether they're starting a new career or looking to advance their existing one. We offer a variety of tax education offerings including:

• Tax Preparation Instructional Videos
• Free (and paid) whitepapers
• Education Courses, Mini-classes and webinars

All of the above are taught by experienced tax professionals who are passionate about sharing their knowledge with others. They’ll help you understand the complex world of taxes in a clear and concise way. While injecting a little “not-so-dry” accounting humor every once in a while. 😉

So if you’re ready to get started either building your tax business or taking your current business to new heights, hit that subscribe button, turn on notifications and never miss another educational or tax saving tip. We look forward to having you on this journey! 😁

Your friends,
The Professionals at Tax Help For Tax Pros
A Wilson Rogers u0026 Company Social Media Project

🎨 Artwork:
Michael R. Voogd
www.VoogDesigns.com
(805) 768-4503

🎤 Host:
Jared R. Rogers, CPA
Wilson Rogers u0026 Company, Inc. – Chicago, IL
773-239-8850

DISCLAIMERS u0026 DISCLOSURES ❤
**This video is meant to provide competent and reliable information regarding the subject matter covered. However, it is viewed with the understanding that the creator and provider are not engaged in rendering legal, financial or other professional advice. Laws and practices often vary from state to state, and as such, the information presented herein is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your financial decisions.

If legal or expert assistance is required, the services of a professional should be sought. The creator and provider specifically disclaim any liability incurred from the use or application of the contents of this video.

Some of the links contained in this description are affiliate links. Wilson Rogers u0026 Company is a participant in the Amazon Services LLC Associates Program (and others) which is an affiliate advertising program. Should you make a purchase via one of the links above, we will earn a small commission with no additional cost to you. To that end, we thank you for your support! 😉
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