This comprehensive course is designed to equip you with the knowledge, skills, and strategies needed to establish and thrive in the dynamic world of tax entrepreneurship. The course is comprehensive with both live and self-paced components. Whether you're an aspiring tax professional or a seasoned accountant looking to venture into your own tax practice, this hybrid course will provide you with a solid foundation to succeed.
No prior knowledge is required as everything will be covered in this course
The course is interactive; attendees are expected to participate
Start a profitable tax prep business in 4-weeks
Course Overview
Check out jam-packed agenda below to get an insight into the wisdom our emerging product leaders will be sharing.
Week 1
Finding Your "Why"
Tax Preparation is a nearly recession-proof business, but it's important to understand "why" you've chosen to start. No matter the reason, we spend the first week curating and developing YOUR why.
Martina C. Young
Owner, BOSS Taxes
Week 2
Starting the Business
Creating the proper foundation is the most important component of your tax business. This week we cover business foundation, qualifying clients, building a team, establishing processes, and more.
Martina C. Young
Owner, BOSS Taxes
Week 3
Digital Tax Workflow
We spend entire week on choosing the right technology and tools for your tax business. In order to be efficient, provide accurate services, and the best experience for your clients, let's choose the right technology to support your digital tax workflow.
Wm. Dexter Jones
VP of Technology, BizUp LLC
Week 4
Marketing Success
Marketing is an important strategic component for business success. Every activity should be groomed for different audiences and, more importantly, build brand awareness and business growth.
No prior knowledge is required as everything will be covered in this course
