• 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