How to Start & Run a Successful Digital Tax Business

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Are you looking for an entirely new career or side hustle that lets you work from home on your own schedule?

I’ve done a ton of research on today’s remote career I’m featuring on the blog. It’s a remote career you should definitely take seriously and consider because it’s in high demand.

Today we’re talking about tax preparers and how someone with ZERO experience in this field can become a professional tax preparer. 

Before we get started, make sure to sign up for my free resource library and get tons of free printables to help change your financial life.

What is a Tax Preparer? 

A Tax Preparer prepares, files, and assists in general tax forms. 

What are the benefits of being a Tax Preparer?

  • Ability to work from home
  • Create your own schedule
  • Build a business and be your own boss
  • Anyone looking for freedom and flexibility
  • Create a very comfortable income from home

Do I need to be tech savvy or good at math?

No. You do need basic math competency but you don’t need to know anything beyond a high school level. As for the technical aspect, you need to be able to operate a computer at a basic level.

What does a typical day as a tax preparer look like?

There’s not really a “typical day” when you’re a tax preparer. A good portion of your time is spent communicating with your clients and letting them know what’s going on in the process. 

How can I get started as a Tax Preparer?

Take a high-quality tax preparation course. Do your research to find the best one for you. After doing my research, I found that the TaxBiz Course is one of the best. You learn a step-by-step method to start and run a successful tax business. 

What is the TaxBiz Course?

The TaxBiz Course covers everything you need to know to start and run a successful digital tax business. You learn everything from filing your first form to marketing stills to run a profitable tax preparation business. You learn important tax form foundational concepts, as well as the specifics of business forms and their accompanying schedules. You also get access to resources that provide you with hands on practice.

Also, TaxBiz is a certified provider through the IRS, so you have the opportunity to indicate your authority as a tax preparer. 

Why the TaxBiz course?

  • Comprehensive skills training that teaches Forms 1065, 1120, 1120S, and 1040 as well as all of the schedules that affect each of the primary forms
  • Tactical marketing lessons to land clients 
  • Resource library that includes checklists, templates, and recommended tools and tech to make things as easy as possible for you
  • Continuing education with TaxBiz, a certified CE provider with the IRS
  • Listing on Tax Preparers’ directory that brings prospects to you
  • Community of Tax Preparers where you can find support, advice, and encouragement by the best tax preparers

Free workshop

I know you have so many questions about starting a digital tax business. You’re probably wondering if something like this is for you. That’s why there’s a free workshop to answer all of your questions. 

During this free workshop, you get answers to:

  • How much money does a tax business make?
  • What’s the work like? (A “day in the life of…”)
  • Who qualifies to own a tax business? (HINT: most likely YOU do)
  • What does it take to be successful running a TaxBiz?
  • How’s a DIGITAL tax business different from a regular one?
  • What tools and tech are needed? (Spoiler alert: it all fits in a backpack)
  • What kinds of clients are the highest-paying?
  • How do I get clients, even if I’m an introvert?

Sign up for the free workshop here.

What if I don’t have any experience preparing taxes?

The TaxBiz course teaches you basic skills for personal and business tax returns, how to build your business and marketing.

What if I’m already working a full-time job or a stay at home mom with kids?

TaxBiz makes it easy for you to start your online business in your free time. The course is self-paced, so you don’t have to show up to class every day. You take the course on your own time.

Does someone need to have a certification or degree before starting TaxBiz?

Someone does NOT need any prior certification or degree BEFORE starting TaxBiz. As a part of the lessons, an individual will need to obtain a Preparer tax identification number (PTIN) and an Electronic Filing Identification Number (EFIN).
 

Will this work for me if I live outside of the United States?

The TaxBiz course is designed for US clients only. Your location does not matter as long as your clients are in the United States.

How will I know if I’m ready to get started?

This is a question only that you can answer. As long as you have the money to pay the course, it’s up to you to take action and have the motivation to get started.

If you’re curious about becoming a tax preparer, check out this no-obligations free workshop that can answer most of your major questions. 

How much support will I get?

Students of the TaxBiz course will get a ton of ongoing support. You get access to a private Facebook group full of students, gradates, and staff along with unlimited email support. You also have access to a live weekly Q&A and a monthly legal lunch Q&A for all of your legal questions. These will also be recorded and available inside the course. If you ever have questions, you have an entire community of peers and support staff that will be there to help you.

How does this course work?

You get access to the entire course at once, so you can go at your own pace and on your own time. 

By the way, you can download a free TaxBiz syllabus here to get a feel for the program.

Will TaxBiz teach me how to market my business and get new clients?

Yes. TaxBiz teaches you a step-by-step process to attract new clients fast. You learn how to market yourself and develop a customer base of high-quality, well paying clients.

What type of tax skills will I learn?

You learn the basic tax skills needed to prepare individual and business tax returns. You also learn techniques on how to grow your knowledge base through proven research techniques and access to continuing education credits.

Estate and Gift Tax or Non-profit tax is not covered in the course.

How will I get clients if I have no experience?

There is a detailed answer to this question inside the course, but the short answer is you learn how to leverage your network to borrow other people’s trust and credibility so you can get your start. Very few clients will ask how much experience you have. This is because when you apply the materials you learn in the course, you come across as someone to know, like, and trust. 

How long does it take to get my first client?

This is really up to you. Some students of TaxBiz get their first client before even completing the course. 

Should I take on a client when I’m in TaxBiz training? 

Yes. There are lots of TaxBiz students doing that. If you didn’t have the safety net of the TaxBiz Community, there is hesitantly against that. But since you have the safety net of the community and staff, they have your back. You’ll easily be able to get the support you need to get through your first client without being a full-blown pro.

What if I’m terrible at promoting myself or my business?

TaxBiz students learn the essential skills, so naturally their confidence increases. Then they realize how valuable and in-demand their new skill set is. 

As a tax preparer, you don’t need to do much selling. Getting new clients is as simple as meeting a business owner and letting them know what you do. Most small businesses are desperately looking for someone to help them with their taxes either because they don’t know how to do it or don’t have time to do it.

The cost of this program seems like a lot of money, why should I purchase TaxBiz?

The TaxBiz course is an investment in yourself. You invest your money, time, and energy and in return, you can create a lifestyle and career that you want.

And remember, there’s a completely free workshop that answers your questions.

How do I know this isn’t a get rich quick scheme?

Read reviews from graduates and students on Better Business Bureau and Facebook.

Do I learn how to price my services?

Yes. There is an entire section on the best way to price your services. 

If you have a question that was not covered, email success@taxbiz.com.

My experience

I received access to the TaxBiz course to personally review it myself. The course is incredibly high-quality and well thought out. There are units on tax skills and marketing, so you’re not left wondering what to do. You are seriously taken step-by-step and if you ever have any questions, you have access to a private Facebook community filled with other Tax Preparers and the support team of TaxBiz. Each unit has a video as well as a transcript, and has closed captioning to go along with the video. You can even take notes on your computer within the course.
 
You can also download a free TaxBiz syllabus here to see what the program is like.
 

Final thoughts

This high demand online career is for anyone who wants more freedom and flexibility in their work life. If you want to be your own boss, support small businesses with their tax preparation, and create a successful career, get started as a Tax Preparer with the free workshop here.
 

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