Tax Talk

  • Marketing to Friends and Family

    Many tax preparers that start their own tax preparation business focus on getting their friends and family as some of their very first customers. Marketing to people you know puts more pressure on you to deliver a good valued product. This is a great way of building a customer base. There are several things to […]

    Jackson Hubbert Office Owner Jailed 15 Years for Fraud

    Interesting story about a Dallas tax business owner who named his business Jackson “Hubbert” and landed himself a significant jail sentence and a $500K fine for inventing tax credits for clients. check it out at: Jackson “Hubbert” story.

    Home Based Tax Business – Take it to the Next Level!

    Many preparers get their start working out of their home or from their laptop. We have worked with many people using this business model and have assisted them in getting past the 100 return mark. Marketing to get new customers is key, and getting a comfortable, convenient and most of all AFFORDABLE location for your […]

    Multiple offices = Multiple EFINs

    Many tax office owners are expanding their practices this year by opening another physical office. This is a great way to increase business by increasing availability to your market. You should be aware that the IRS does require that you obtain an Electronic Filer Identification Number (EFIN) for each physical office you operate. If you […]

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