Start and Grow Your Tax Business
Training, Technology, and Support to help you start and grow a low-cost, high-profit margin tax business.
Tax & accounting is proven to be one of the best and most profitable businesses in the entire world.
However, it can also be a daunting task to start this type of business.
You're almost guaranteed to fail if you go it alone and "learn everything the hard way." There is a reason why people pay large franchise fees to hire the best experts to help them start a tax business instead of reinventing the wheel and going broke in the process.
We have created this Start and Grow Your Tax Business Program as a high-quality, low-cost way to start a tax business while learning from and working with some of the top experts in the entire industry.
In this Program, you will learn:
There are no long-term contracts or hidden fees, you own your client database, and you stay totally free at all times to do exactly what you please with your own business!
We are just here to help you and guide you...at a price that no one can beat!
We have already helped hundreds of people start their own tax businesses and we are ready and willing to help you as well.
You could try to go learn this stuff on your own but it will take you 5 years or more to learn what we can teach you in this 6 week course.
Not to mention we are giving you hands-on mentoring and support all throughout the process of starting and growing your own tax business.
If you want to discuss this opportunity before deciding to enroll, please don't hesitate to use this link to schedule a direct phone call with our Program instructor and Chief Support Officer, Glen Wielandt, a 42-year veteran of the tax industry.
We only want you to get enrolled in the Program if you're going to be a good fit and that includes being ready on your end to actually do what we teach you to do in this Program.
If you're already in the tax business, and maybe your business is not growing as much as you feel like it could, this Program can also be a great fit to help you. Many of us didn't really get started on a solid foundation and this Program gives you a chance to rethink your existing business and start building on a much more solid (and profitable) foundation.
Time is of the essence and spots for this Program are limited, so if you want in, now's the time to take action.
“I would like to thank Pronto Tax School for having Glen on their team. This program was pretty easy to follow and full of informational data, the access to review and hear the class afterwards to review completely made it even better. Our Mento...”→Read More
“I would like to thank Pronto Tax School for having Glen on their team. This program was pretty easy to follow and full of informational data, the access to review and hear the class afterwards to review completely made it even better. Our Mentor Glen was amazing he knows the industry very well. He takes his time to hear us out and gives us his feed back and points out other areas that I didn't think of. Honestly since I first heard Glen on the podcast of last year, I said to my self, Now here is this guy that has succeeded in many areas, that has dealt with all kinds of scenarios, yet he manages to sound like nothing has ever bother him in his life. My real achievement in life will not only be to succeed in my tax business but to have that patience, calm and knowledge like Glen does and of course to be humble enough to share it to the world. Thank you Pronto and Thank you Glen”→Read Less
“ I believe this course covered everything regarding starting a tax business including all the various types of ownership that one could utilize such as franchise or independent and the various types of ownerships including what types of insura...”→Read More
“ I believe this course covered everything regarding starting a tax business including all the various types of ownership that one could utilize such as franchise or independent and the various types of ownerships including what types of insurances would be needed and other IRS and state requirements. The course also covered various marketing that one could utilize and the questions examples helped put myself in how this would fit into my life to build confidence gain and gain clients which is a great feature of this course. Unfortunately, i started this course late for the 2019 tax filing season plus I have also been busy caring for an aging parent but was just looking for something that I could eventually work again part time to supplement my retirement income as I am still in my early sixties and my health has improved. As for the 2019 tax filing season I'll see if I could work for a local accountant part time assisting preparing tax returns and see if I would enjoy this type of work and if yes by the end of the 2020 calendar year end I could start preparing for starting the tax business for the 2020 tax filing season. carl Perrera”→Read Less
Chief Support Officer
***Before You Start, READ THIS!***
Tax Preparer vs. Pain Reliever
The Pains of Taxes
Tax Preparer Requirements by State
State Tax Agencies
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Choose and Download Tax Software (Optional)
Protection Plus (Audit Assistance Add-On)
Getting Started Quiz (Super Easy!)
Other Stuff to Know Before Proceeding
Week 1 Activity Self-Test
Weekly Tuesday Links
Week 1 Recording (Class #1)
Technical Excellence: Why It Matters So Much
The 5 Step Tax Prep System
Step 1: Information (Video Training)
Step 1: Information (Presentation Slides)
Step 2: Income (Video Training)
Step 2: Income (Presentation Slides)
Step 3: Deductions (Video Training)
Step 3: Deductions (Presentation Slides)
Step 4: Credits (Video Training)
Step 4: Credits (Presentation Slides)
Step 5: Closing (Video Training)
Step 5: Closing (Presentation Slides)
5 Step Tax Prep Tools
Individual Taxpayer Identification Number (ITIN)
Week 2 Activity Self-Test
Bonus - Tax Year 2022 Desk Reference Guide
Week 2 SGYTB Live
Skills Verification Instructions
SGYTB Skills Verification
Week 3 Highlights
EIN, PTIN, DBA, EFIN, Business License, Insurance?
Merger and/or Acquisition
Annual IRS Nationwide Tax Forums (normally several locations and dates)
Week 3 Activity Self-Test
Week 3 Live Training Recording
Business Structure (Choice of Entity)
Tax Business Owner Calendar
Pricing Your Tax Services
How to become a Certified Acceptance Agent - New Changes to become a CAA was mentioned previously.
Budgeting Templates and Tools
Payment Processing Options
Tax Franchise vs. Independent Tax Business
Virtual Tax Prep Operations Training (Video Training)
Human Resources, a.k.a. "Teamwork"
Creating an Operations Manual
Cybersecurity for Tax Professionals
Tax Return Problem 1 (Drake)
Rest of the practice Problems provided by Drake Software
Crosslink Tax Software - Use the same scenarios used previously on Drake Software
Crosslink Tax Software (Spanish) Introducción a completando declaraciones de impuestos en CrossLink 1040 (Desktop)
Week 4 Activity Self-Test
Week #4 Recording
Key Concept #5: What Is Marketing?
Step-by-Step Digital Marketing Training with Jeff Dolan
Client Getting Activities
Super Simple, Actionable Marketing Plan
Email Marketing Resources
Key Concept #1: Client Focus
Key Concept #2: Good Fit Clients
Key Concept #3: Get Fast Feedback
Good Fit Client Questionnaire
Good Fit Client Questionnaire Examples
Good Fit Client Checklist
Key Concept #4: Bias Towards Action
The Secret Recipe for Success in the Tax Business
Mission: Rapport Build
Pain Alleviation Specifics: Your USP
Plugging Into a Client Source
Standard Marketing Materials
Great Service Is the Best Marketing
Overcoming Price Objections
Year-Round Earning Opportunities
Website / Online Presence
Text Message Marketing
Week 5 Activity Self-Test
Week 5 Live Training Recording
Final Test SGYTB Class 2022 - This is Open Book and will be discussed at Graduation
SGYTB Awards Show
SYTB Program Feedback