START YOUR OWN
TAX PREP BUSINESS
Start your tax business is a live group coaching program. This is an instructor led course instructed by Rosie Thomas (CEO)Yolonda Mathis (a 22-year IRS veteran).
In this program you will learn how to properly structure your business, obtain your EFIN, build a
solid foundation, automate your business, brush up your tax skills and master marketing
techniques that will increase your revenue.
Why should you start a Tax Prep Business?
The world of Tax Preparation is dynamic, exciting, and lucrative. There are many benefits to starting your own tax preparation business. The first and biggest benefit is that it is easy to do! Tax businesses can be started quickly and without a lot of overhead. We have helped many people qualify for better-paying jobs and showed countless entrepreneurs how to become self-employed and take control of their careers.
Is Tax Business Right for You?
You do not have to be a college grad, be good in math, or have a CPA background to start a tax business. In what business can you work four months out of the year and bring home a yearly salary?? Recession proof?? That business is a Tax Business. Owning a Tax Preparation Business may be challenging, but it's well worth the financial reward.
Low start-up cost
As a tax preparer, you will earn a professional level income. In just 3 months, it is possible to earn more than you would in an entire year at most jobs.
Financial independence
A computer is the most expensive item you will need to begin with. Supplies and software are readily available at affordable prices.
High-demand service
Nearly every working individual is required to file a tax return. However, more and more people prefer the personal attention they receive from a tax preparer.
In this program you'll discover everything that you need.
Majority of tax preparation businesses are operated by one person, and the most difficult part is knowing how to start. In our Tax Biz Program, we’ve developed a step-by-step tax business planning, resources, and tools that you can leverage to start and operate your own tax preparation business
Getting Started
- Developing a Business Plan
- Creating a Business Name
- Obtaining a Business License
- Obtaining a PTIN
- Setting Up Your “Office”
- Office Equipment and Supplies
- Income Tax Software
- Signing Up for Electronic Filing
- Reference Material
- Professional Insurance
- Bookkeeping System
Effective Marketing
- Consider Family, Friends and Neighbours
- Look to Business Associates
- Canvass Your Neighbourhood
- Create a Press Release
- Network
- Find a Niche Market
- Use Signs! Signs! Signs!
- Engage in Public Speaking
- Write Articles / Blogs
- Social Media and Online Marketing
- Marketing Materials
Client Interviewing
- Be Prepared and Professional
- Pre-Scheduling Appointments
- Client Organizer
Fee Calculations
- Consultant Charges
- Contingent Fees
- Tax Preparation Charge – Per Form and Time Based
- Billing Your Clients
- Managing Cash Flow
Expert Tax Preparer
- Professional and Ethical Tax Preparer
- Processing Tax Returns
- Tax Return Retention Policy
- Client Retention
- Success Principles
- Due Diligence
- Annual Filing Season Program
- Becoming an Enrolled Agent
Own A Tax Biz in 90 Days or Less
Many tax preparers make between $30,000-$100,000 in 90 days or less and many do it while working from home or being mobile. You can decide on starting a tax preparation business as a side-hustle, or as your main source of income.
What's Included in the Tax Prep Business?
Embark on the journey of building your own tax business from scratch by joining our tax prep business course. Discover the essential skills and knowledge required to establish and grow your own successful tax business.
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1on1 Brainstorming session with Rosie
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Business Structure
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Standard Operating Procedures (SOPs)
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Contracts
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Hiring a Solid Team
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Automations
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Fee Calculations
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Start your journey towards becoming a successful tax business owner today with our Tax Prep Business
Course, SIGN UP NOW!
***As a bonus each year we bring in several instructors to teach different courses to add an additional stream of income to your business.
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How to Properly Start and Setup your Business
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Tax Prep Course Creation to train your team
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Master Marketing and Sales
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Tax Software, Mobile App, and Bank Product Training
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Live Weekly Coaching and Q&A Sessions
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A Ticket to our Annual Tax Summit and Awards Ceremony
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Access to a Network of Successful Tax Professionals
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INSTALLMENT PLAN
Transform your tax business with our Mastermind Course! Enroll now with just 2 easy installments and gain the skills and strategies to scale your business to new heights. Don't miss this incredible opportunity to master your tax business and achieve the success you deserve!
$875
ONE-TIME PLAN
Master your tax business with our Mastermind Course! Enroll now, save up to $300, and gain the skills to scale your business to new heights. Don't miss out on this amazing opportunity to take control of your financial future and achieve the success you deserve!
$1499
It’s time to take control of your career and invest in your future. Embark on a journey of
building your own successful tax business. Discover the essential skills and knowledge required to establish and grow your business.
Start your journey towards becoming a successful tax business owner today with our Tax Prep
Course. Rather you are working independently or building a team, this program is for you!
2022 6-Figure Awardee
What began as a journey to understand tax laws has turned into a successful six-figure business for them after taking our tax prep, tax biz, and mastermind course.
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Student Testimonials
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Need help in planning your tax prep career ?
Schedule a 15 minute free career consultation with our tax experts.
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FREQUENTLY ASKED QUESTIONS
I'm new. Which course should I take?
Looking for a new career? We recommend you start with our Tax Prep course to start your career in tax planning.
What does a tax preparer do?
Tax preparers compile tax and financial information for individuals and businesses to accurately file local, state, and federal tax paperwork. Some of their regular responsibilities include preparing tax returns using an electronic filing system. Computing taxes owed by following tax codes and reviewing financial records like income statements advising clients against tax liabilities.
When can I join and start the course?
You must be 18 years old, our tax prep courses are all open enrollment. You can register and start as soon as you receive your login information and are ready.
What system requirements should I have to take the online course?
You must have access to a computer and the Internet (high speed internet access is recommended). You can access the course contents from any web-enabled computer.
How long does it take to complete the tax prep online course?
The tax prep course is self paced learning mode, which means you take it at your own speed! Usually it takes 2 to 4 weeks depending upon your learning style.
What is the scope of Tax Prep Course?
Our course is designed to train the student to prepare tax returns and render tax services for all types of taxpayers, such as wage earners, salespersons, owners of small businesses, professionals, investors, home and rental property owners, farmers, etc.
How do I access my course?
Log in as a student with the email you used to purchase your course. You should have received an email from support@thomasfinancialllc.com with your log in credentials. If you have not received it, please check your spam. If not in your spam, please reset your password.
What is your refund policy?
Students have the right to request a full refund of their purchase within two (2) days of the purchase date if unsatisfied with the online course material. Any other requests outside of this policy will be denied.
How long does it take to complete the Mastermind?
The mastermind is a 6-week one on one course. Usually it takes 6 weeks, all students are entitled to one reschedule if needed that will extend your course.
How long does it take to complete the tax biz online course?
The tax biz course is self-paced with weekly Q&A sessions, which means you take it at your own speed! Usually, it takes 2 to 4 weeks depending upon your learning style.
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