4 Key Tips for Starting a Tax Preparation Business by Fall


Thousands of hardworking Americans just like you are recognizing the benefits of starting their own tax preparation business as an affiliate of a tax preparation franchise. As a professional tax preparer, you'll be able to take advantage of opportunities to learn new skills, provide valuable services to others, and enjoy the freedom of being your own boss. If you're interested in these advantages and more, there's no better time to open a business than fall, a busy season for the tax preparation industry. As you look to get your tax preparation business off the ground and running by fall, consider our 4 key tips.

1. Get the ball rolling early

Now is undoubtedly the time to begin the process of starting your own tax preparation business to ensure it's fully operational by fall's arrival. While getting started is easy with the support and guidance of America's Tax Office, having an adequate amount of time for things like acquiring your Preparer's Tax Identification Number, your Electronic Filing Identification Number, and other paperwork for establishing a business is important. Plus, you'll also want time to engage in thorough training and gain confidence in your skills, as well as learn the ropes of our easy-to-use tax preparation software.

2. Discern which ATO package is the best fit for you

At America's Tax Office, those interested in becoming a part of the ATO tax preparation franchise can choose from our Beginner, Intermediate, Professional, and Reseller packages. Our packages are designed to meet the needs of affiliates with varying skill levels, so it's important to think critically about which is optimally suited for you (note that we are always here to help you make a more informed decision). These packages will provide varying levels of software and support; the Beginner's package, for example, can be a great choice for those without experience who might feel more comfortable with ATO reviewing tax returns in their entirety before they're filed. Conversely, an affiliate of our Professional package would be able to complete taxes and file directly with the IRS. Give thoughtful consideration to these packages now to ensure you've made the best choice come fall.

3. Think strategically about your business location

Selecting the right location is perhaps one of the most critical decisions you'll make when starting a new business; establishing your business in the next town over, rather than in your hometown, could make a huge difference in the long-term success of your business. As you begin to look for places to purchase an office space or storefront this spring and summer, know that we can help you select the most strategic area for your business based on detailed zip code information and in-depth market analysis.

4. Leverage marketing materials

At America's Tax Office, we provide an extensive collection of marketing materials our affiliates can use to build a solid customer base by fall. Our marketing materials include posters, window clings, vinyl banners, business cards, vehicle magnets, and many other signs that feature distinctive designs and customized information. It's also never too early to begin spreading the word about your new business, and research shows that word of mouth still remains one of the most effective forms of advertising! Spend the summer networking, sharing your good news with friends and family, creating business social media profiles, etc. Find even more information about our marketing strategies here.

Contact America's Tax Office today to launch your very own tax preparation business by fall!

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