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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.
How can selling your tax services hurt your profits? Aren’t you supposed to be trying to sell your services? How else can anyone keep in business if they don’t? While selling tax services may appear to be a good thing, the way you sell and promote could actually end up hurting your profits. How so?
Lessons learned from taking a break from tax preparation during 2015 taught me that tax preparation is only 20% of being a tax professional. Training others to prepare taxes is the remaining 80% of tax business success. Top-shelf tax professionals are extremely valuable!
Learn when and how certain insurance benefits can be taxed so that you can set your client’s budget accordingly and not be surprised by any extra taxes during tax season.