EVERYTHING YOU NEED TO KNOW TO START YOUR TAX BUSINESS FROM A-Z COURSE CATALOG
EVERYTHING YOU NEED TO KNOW TO START YOUR TAX BUSINESS FROM A-Z
Launch your tax business with confidence in this A-to-Z guide. Gain essential skills in company registration, licensing, and effective marketing strategies for success
Submodule: Your Blueprint to Launching a Successful Tax Business
Lay the foundation for your tax business with essential knowledge and practical steps, from understanding legal requirements to building a professional team and choosing the right business model for success.
Lesson 1: Welcome – Life-Changing Decision of Running a Tax Business
Explore the impactful journey and opportunities that come with starting your own tax business.
Lesson 2: Entrepreneurial Excellence – Nurturing Professionalism, Customer Engagement, and Commitment as a Business Owner
Learn the key qualities and practices that will set you apart as a dedicated and professional tax business owner.
Lesson 3: Local/State Laws and Licenses
Understand the necessary legal requirements and licensing needed to operate your tax business in compliance with local and state regulations.
Lesson 4: Electronic Filing Identification Number (EFIN)
Get detailed instructions on how to obtain and use your EFIN to file tax returns electronically.
Lesson 5: Preparer Tax Identification Number (PTIN)
Learn the steps to acquire your PTIN, a crucial identifier for tax preparers.
Lesson 6: Working with a Tax Bank
Discover how to establish a relationship with a tax bank to streamline your business operations and services.
Lesson 7: Human Resources and Hiring
Gain insights into building a competent team through effective hiring and human resource practices.
Lesson 8: Different Business Models (Employees/Partners/Newbies)
Explore various business models and choose the best structure for your tax business, whether you’re hiring employees, partnering, or starting solo.
EVERYTHING YOU NEED TO KNOW TO START YOUR TAX BUSINESS FROM A-Z
Launch your tax business with confidence in this A-to-Z guide. Gain essential skills in company registration, licensing, and effective marketing strategies for success
Submodule: Your Blueprint to Launching a Successful Tax Business
Lay the foundation for your tax business with essential knowledge and practical steps, from understanding legal requirements to building a professional team and choosing the right business model for success.
Lesson 1: Welcome – Life-Changing Decision of Running a Tax Business
Explore the impactful journey and opportunities that come with starting your own tax business.
Lesson 2: Entrepreneurial Excellence – Nurturing Professionalism, Customer Engagement, and Commitment as a Business Owner
Learn the key qualities and practices that will set you apart as a dedicated and professional tax business owner.
Lesson 3: Local/State Laws and Licenses
Understand the necessary legal requirements and licensing needed to operate your tax business in compliance with local and state regulations.
Lesson 4: Electronic Filing Identification Number (EFIN)
Get detailed instructions on how to obtain and use your EFIN to file tax returns electronically.
Lesson 5: Preparer Tax Identification Number (PTIN)
Learn the steps to acquire your PTIN, a crucial identifier for tax preparers.
Lesson 6: Working with a Tax Bank
Discover how to establish a relationship with a tax bank to streamline your business operations and services.
Lesson 7: Human Resources and Hiring
Gain insights into building a competent team through effective hiring and human resource practices.
Lesson 8: Different Business Models (Employees/Partners/Newbies)
Explore various business models and choose the best structure for your tax business, whether you’re hiring employees, partnering, or starting solo.