Personal Tax for Clients III - Personal Tax Practice Blueprint

CPD HOURS FOR THIS COURSE - 10 VERIFIABLE HOURS FOR CPA CPD PURPOSES

Are you ready to break free from the 9-to-5 grind and become your own boss? The idea of starting your own tax practice is exhilarating, but here’s the reality—being your own boss is more than just setting your own hours. It’s about building a business that thrives. Many new practitioners dive in headfirst, fueled by passion but lacking the strategic foundation necessary for long-term success. That’s where Personal Tax for Clients - Tax Practice Blueprint comes in.

This course is designed to help you avoid the common pitfalls that trip up so many newcomers. You’ll learn how to establish a turnkey operation that not only runs efficiently but also builds value over time—value that can one day translate into a lucrative sale of your firm. Imagine creating a business that doesn’t just survive but flourishes, a business that becomes a well-oiled machine capable of running smoothly even when you’re not in the office.

We’ll also guide you through setting up a filing system that works for you. No more hunting for misplaced documents or scrambling to find crucial information during client meetings. Our strategies will streamline your workflow, making tax season less of a marathon and more of a sprint.

One of the biggest questions new practitioners have is, “How much should I charge?” It’s a delicate balance—charge too much, and you scare clients away; charge too little, and you’re selling yourself short. Our course walks you through the ins and outs of creating a pricing schedule that reflects your worth and fits the market.

TRAINING YOUR EMPLOYEES - Your employees will be the backbone of your business, and we’ll show you how to train them effectively so that they become assets rather than liabilities. Proper training means less time fixing mistakes and more time growing your business.

TAX SEASON SURVIVAL TIPS – Let’s not forget about the tax season rush. We’ve all been there—burning the midnight oil, scrambling to meet deadlines. With our 8 Personal Tax Season Survival Tips, you’ll save hours of time and stress, giving you the breathing room you need to get those returns done on time, every time.

FILING SYSTEM - We’ll also guide you through setting up a filing system that works for you. No more hunting for misplaced documents or scrambling to find crucial information during client meetings. Our strategies will streamline your workflow, making tax season less of a marathon and more of a sprint.

HOW MUCH SHOULD YOU CHARGE? - One of the biggest questions new practitioners have is, “How much should I charge?” It’s a delicate balance—charge too much, and you scare clients away; charge too little, and you’re selling yourself short. Our course walks you through the ins and outs of creating a pricing schedule that reflects your worth and fits the market.