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How I Started a Tax Business... Successfully
If you've been thinking about starting a tax business but feel overwhelmed by where to begin, you're in the right place! This course is designed to take the guesswork out of the process, breaking everything down step by step, so you can confidently start and grow your tax business even if you have zero experience. I know firsthand how confusing it can be when you're trying to figure out what forms to fill out, which software to use, and how to actually make money in this industry. That’s why I created this course to give you a clear roadmap that makes launching your tax business simple, stress-free, and profitable.
CourseBy Keisha Baptiste
How To Do Taxes Course
If you’ve never done taxes before and want to finally understand how it all works, you’re in the right place! This course is designed for beginners, so we’ll start with the basics and build your knowledge step by step. We’ll cover everything from filing requirements and choosing the right filing status, to understanding who qualifies as a dependent. You’ll also learn about additional income, adjustments to income, and the difference between taxable and nontaxable income. We’ll dive into capital gains and losses, standard vs. itemized deductions, and how to maximize those refundable credits (like the Energy Credit!). We’ll even cover more advanced topics like Schedule C for small businesses, Schedule D for investments, school tuition, and helping your clients from identity theft. Plus, we’ll talk about due diligence so you can make sure everything is done right. By the end, you’ll feel confident and ready to tackle taxes, whether it’s for yourself or to help others.
CourseBy Keisha Baptiste
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Marketing and Growing Your Tax Business
Tax preparers who have already started their business but need help attracting and retaining clients, scaling their revenue, and creating year-round income. What It Covers: How to attract high-value clients. Social media marketing and branding strategies. Client retention techniques and referral programs. Scaling your business with additional services (bookkeeping, consulting). Pricing strategies for premium packages.
CourseBy Keisha Baptiste
Tax Preparer Client Forms Bundle
If you’re a tax preparer (or on your way to becoming one), you know how important it is to stay organized and professional with your clients. This bundle has everything you need to streamline your client intake process and ensure compliance with IRS requirements. Whether you're working with individuals, self-employed clients, or those claiming dependents, these professionally designed forms will help you gather all the necessary information before starting tax returns.
Digital file4 filesBy Keisha Baptiste
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