2023 Building Your Successful Tax Practice (Module 4)

Course Category:

$929.00

Course curriculum

  • VIDEO: Introduction

  • Introduction

  • Table of Contents

  • Getting Started Right

  • VIDEO: Developing a Business Plan

  • Developing a Business Plan

  • VIDEO: Creating a Business Name

  • Creating a Business Name

  • VIDEO: Obtaining a Business License

  • Obtaining a Business License

  • Obtaining a PTIN

  • VIDEO: Setting Up Your Office

  • Setting Up Your “Office”

  • VIDEO: Office Equipment

  • Office Equipment

  • VIDEO: Review

  • Office Supplies

  • Income Tax Software

  • Signing Up For Electronic Filing

  • Reference Material

  • Professional Insurance

  • Bookkeeping System

  • Session 1: Review Questions

  • VIDEO: Introduction

  • VIDEO: Marketing vs Advertising

  • Effective Marketing

  • VIDEO: Family Friends and Neighbors

  • Consider Family, Friends, and Neighbors

  • VIDEO: Your Business Associates

  • Look to Business Associates

  • VIDEO: Your Neighbohood

  • Canvass Your Neighborhood

  • VIDEO: Press Releases

  • Create a Press Release

  • VIDEO: Networking

  • Network

  • VIDEO: Market Niche

  • Find a Niche Market

  • VIDEO: Signs Signs Signs

  • Use Signs! Signs! Signs!

  • VIDEO: Public Speaking – Tax Seminars_

  • Engage in Public Speaking (Tax Seminars)

  • VIDEO: Writing Articles

  • Write Articles

  • Have a Website

  • FREE Website for 6 Months

  • Create a Blog

  • Online Classifieds

  • Sample Marketing Materials

  • VIDEO: Review

  • Session 2: Review Questions

  • VIDEO: Introduction

  • VIDEO: Be Prepared

  • Comfortable Interviewing Techniques

  • VIDEO: Be Courteous

  • Be Courteous

  • VIDEO: Be Professional

  • Be Professional

  • VIDEO: Be Patient

  • Be Patient

  • VIDEO: Be Genuiny Interested in Your Client

  • Be Genuinely Interested in Your Client

  • VIDEO: Vignette 1 Interviewing a Typical Client

  • VIDEO: Vignette 2 Interviewing an Unprepared Client

  • VIDEO: Vignette 3 Interviewing an EIC Client

  • Pre-scheduling Appointments

  • Role Playing

  • Letter of Engagement

  • Client Organizer

  • M4 Ch3 Client Update Survey (not in book)

  • VIDEO: Review

  • Session 3: Review Questions

  • VIDEO: Introduction

  • Profitable Fee Calculations

  • VIDEO: Consultant Charges – Hourly

  • Consultant Charges – Hourly

  • VIDEO: Tax Preparation Charges – Per Form

  • Tax Preparation Charge – Per Form

  • Tax Preparation Charge – Time Based

  • Contingent Fees

  • Billing Your Clients

  • VIDEO: Accepting Credit Card for Payment

  • Accepting Credit Cards for Payment

  • VIDEO: Increasing Your Fees

  • Increasing Your Fees

  • Managing Cash Flow

  • VIDEO: Guarantee

  • Guarantee and Form Billing Fees

  • VIDEO: Review

  • Session 4: Review Questions

  • VIDEO: Introduction

  • Always The Expert Tax Preparer

  • VIDEO: Tax Preparer Classification

  • The Professional Professional Tax Preparer

  • VIDEO: The Ethical Professional Tax Preparer

  • The Ethical Professional Tax Preparer

  • Tax Preparer Classification

  • VIDEO: Continuing Education

  • Continuing Education

  • VIDEO: Processing Tax Retrns

  • Processing Tax Returns

  • VIDEO: Tax Return Retention Policy

  • Tax Return Retention Policy

  • VIDEO: Client Retention

  • Client Retention

  • VIDEO: Client Retention Strategy

  • VIDEO: Nine Success Principles

  • Nine Success Principles

  • VIDEO: Review

  • Session 5: Review Questions

  • Enrolled, AFSP Participants, and Unenrolled Tax Preparers

  • Unenrolled Preparers

  • Becoming an Enrolled Agent

  • Circular 230 Requirements

  • Representation Before the IRS

  • IRS Publications and Documents

  • Session 6: Review Questions

  • M4 INDEX – last pages of book

Adam’s Setting Up Your Business Checklist – Start Today

Building Your Successful Tax Practice Exam

2023 Professional Tax Preparer With Software

Includes Personal, Business and marketing training. With UAC Tax Software Regular Price $ 4,709 Discounted Price $ 2,700

$2,700.00

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