📚 8-Week Program: Build & Scale Your Tax Firm

Program Goals

Teach tax preparers and aspiring EROs how to launch and grow a compliant, profitable tax business.
Ensure participants finish with:
✅ A business model (solo, partnership, or franchise)
✅ Operating systems (CRM, software, banking, compliance)
✅ A marketing & client acquisition plan
✅ A tax strategy for their firm’s finances
✅ Clear roadmap for scaling staff and services

Class Outline

Week 1: Your Firm Vision & Business Model

Topics: Why start a tax firm, defining your “Why,” choosing your service focus (1040s, business returns, bookkeeping add-ons).
Activity: Draft firm vision + goals.
Homework: Identify your top 3 target clients (e.g., families, small businesses, nonprofits).

Week 2: Entity Setup & Compliance

Topics: LLC vs. S-Corp for your tax firm, EFIN application, PTIN, compliance with IRS and state.
Activity: Step-by-step entity & IRS checklist.
Homework: Complete PTIN/EFIN or gather requirements.

Week 3: Banking, Bookkeeping & Software Setup

Topics: Business bank account, choosing tax software (Drake, TaxSlayer, ProSeries, etc.), setting up QuickBooks or Xero for your own firm.
Activity: Compare software + open a business account.
Homework: Select & register tax software.

Week 4: Pricing & Profit Models

Topics: How to price returns, value-based pricing vs. flat fees, upsells (bookkeeping, CFO services, tax planning).
Activity: Build your Service Menu + Price Sheet.
Homework: Draft your firm’s engagement letter (templates provided).

Week 5: Marketing Your Tax Firm

Topics: Building authority, leveraging social media, client referrals, partnering with banks (Refund Advantage, etc.).
Activity: Create a 90-Day Marketing Calendar.
Homework: Post your first firm marketing content.

Week 6: Client Experience & Workflow Systems

Topics: CRM setup (Canopy, TaxDome, Tax Nitro), onboarding scripts, portals, secure document collection.
Activity: Map your client workflow (from inquiry to return delivery).
Homework: Set up a client portal & test onboarding process.

Week 7: Team Building & Scaling

Topics: Hiring tax preparers, admin staff, outsourcing, profit splits (70/30, commission-based).
Activity: Write a job description for your first role.
Homework: Post job or create internal SOPs for next season.

Week 8: Tax Planning & Wealth as a Firm Owner

Topics: Top deductions for firm owners (home office, auto, software, training, marketing), retirement planning (SEP IRA, Solo 401k), paying kids.
Activity: Draft your own firm tax strategy.
Homework: Book your quarterly tax planning session (practice what you preach!).

🎯 Deliverables

By graduation, each Tax Pro will have:

✅ A fully documented Tax Firm Business Plan

✅ Pricing + Service Menu

✅ Marketing Calendar + content plan

✅ Compliance checklist (PTIN, EFIN, EIN, entity setup)

✅ Workflow/SOPs for client management

✅ Personal tax strategy for their firm

What’s included