If you have a passion for numbers and helping others, starting a taxes business

Welcome to "How to Start a Taxes Business" - the ultimate course for those looking to start their own successful tax preparation business!


If you have a passion for numbers and helping others, starting a taxes business can be a lucrative and fulfilling career. Our comprehensive course will guide you through the process of setting up your own business, from developing a business plan to attracting and retaining clients.


With "How to Start a Taxes Business," you'll learn how to navigate the legal and regulatory requirements of starting a business, as well as the marketing and customer service skills needed to build a loyal client base. Our experienced instructors will provide you with practical tips and real-life examples to help you succeed.


We understand that starting a business can be daunting, but we're here to help. Our course includes personalized coaching and support to help you overcome any obstacles you may face. By the end of this course, you'll be equipped with the knowledge and skills to launch and grow your own successful taxes business.


Enroll now and take the first step towards building the career of your dreams!

Course curriculum

  • 1

    Module 1: Course Overview/Introduction

    • Lesson 1: Course Introduction

    • Lesson 2: Overview

    • Tax-prep-checklistpdf
  • 2

    Module 2: Plan your Tax Preparation Business

    • Course Overview

    • Lesson 1: Costs involved in opening a tax preparation business

    • Lesson 2: Ongoing expenses for a tax preparation business

    • Lesson 3: How does a tax preparation business make money?

    • Lesson 4: Business Name

    • Module 2: Quiz
  • 3

    Module 3: Form your Tax Preparation Business into a Legal Entity

    • Course Overview

    • Lesson 1: Choosing a business structure

    • Lesson 2: Sole Proprietorship and Partnership: Informal Business Structures

    • Lesson 3: LLCs and Corporations: Formal Business Structures

    • Module 3: Quiz
  • 4

    Module 4: Register your Tax Preparation Business for Taxes

    • Course Overview

    • Lesson 1: What is EIN?

    • Lesson 2: Small Business Taxes

    • Lesson 3: Advantages and Disadvantages of S Corp

    • Module 4: Quiz
  • 5

    Module 5: Open a Business Bank Account & Credit Card

    • Course Overview

    • Lesson 1: Open a business bank account

    • Lesson 2: Open net 30 accounts

    • Lesson 3: Get a business credit card

    • Module 5: Quiz
  • 6

    Module 6: Set up Accounting for your Tax Preparation Business

    • Course Overview

    • Lesson 1: Types of Deductible Expenses

    • Lesson 2: How to Minimize Your Taxable Income

    • Lesson 3: EFIN

    • Lesson 4: PTIN

    • Module 6: Quiz
  • 7

    Module 7: Get the Necessary Permits & Licenses for your Tax Preparation Business

    • Course Overview

    • Lesson 1: State & Local Business Licensing Requirements

    • Lesson 2: Certificate of Occupancy

    • Lesson 3: Services Contract

    • Module 7: Quiz
  • 8

    Module 8: Get Tax Preparation Business Insurance

    • Course Overview

    • Lesson 1: Professional Liability Insurance & Business Owners' Policy

    • Lesson 2: General Liability Insurance & Workers’ Compensation Insurance

    • Lesson 3: Commercial Property Insurance, Commercial Auto Insurance, & LLC Insurance

    • Module 8: Quiz
  • 9

    Module 9: Define your Tax Preparation Business Brand

    • Course Overview

    • Lesson 1: Promoting & marketing a tax preparation business

    • Lesson 2: Keeping your customers coming back

    • Module 9: Quiz
  • 10

    Module 10: Create your Tax Preparation Business Website

    • Course Overview

    • Lesson 1: Reasons why you shouldn’t delay building your website

    • Lesson 2: Website Building Guides

    • Lesson 3: Website Builders

    • Module 10: Quiz
  • 11

    Module 11: Set up your Business Phone System

    • Course Overview

    • Lesson 1: Small Business Phone Services

    • Lesson 2: Top-Rated Business Phone Services for 2022
  • 12

    Bonus Module: Marketing and Scaling

    • Lesson 1: Marketing your New Business

    • Lesson 2: How to land your first tax client

    • Lesson 3: Ways to advertise your tax business