Andy Frye has come out with how you as a tax professional can survive this new tax law that has recently been passed.
One of the main questions people ask when they first start out as a Tax Professional is, “How do I get my first client?”. There are two major ways to go about this. The first way is to put in enough time promoting yourself every single day for an entire month that would equal to roughly 48 hours. The second way is to aim for your first client within literally 2 days. So what ways can you achieve this? Let’s take a look.
If you create a truly excellent customer experience, you are much more likely to experience a great improvement in your profits.
There are many different ways to boost your income as a tax professional. One of the first things to keep in mind is that your attitude and the way you see yourself is key. You don’t want to just look at yourself as a tax preparer. Instead, you want to view yourself as a resource person to your clients. Some of the more effective and common ones will be covered in this article. Below is a checklist that you can print out and use anytime.
New tax preparers tend to spend a lot of time comparing features, etc., when all you really need is software that’s pretty good, in your price range, and can help you get started. Which software you use won’t be a determinant of your early success in the tax business. What matters most is the quality of your work and how you communicate your capabilities to the public.