Program Description

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:

  • How to Get Started
  • How to Re-start if the first time didn't get you where you wanted to go
  • How to Do the Work (Technical Excellence)
  • How to Get Clients and Grow Your Business


This course includes self-study materials that you can do at your own pace, as well as live group coaching every Tuesday for 6 weeks, starting on May 7th.

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.

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 40+ year veteran of the tax industry and your primary Mentor once you enroll in this Program.

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.

If you have questions about whether or not this course is the right fit for your needs, please feel free to schedule a call with Glen to discuss.

What Students Are Saying

SANDRA CAZARES

5 star rating

“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...”

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“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”

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Carl Perrera

5 star rating

“ 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...”

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“ 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”

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Meet Your Instructor

Glen Wielandt is a veteran tax pro and entrepreneur who specializes in tax preparation and franchise development. He has worked in all phases of the tax business, from tax preparer to owner. He worked with all of the "Big 3" (H&R Block, Jackson Hewitt, and Liberty Tax Service) tax franchises and trained more than 100 area developers and over 500 franchisees. He is the former Vice President of the Roni Deutsch Tax Centers® Franchise Company, Director of Franchise Business Development at Fiesta Auto Insurance and Tax Services® and has owned and operated 18 tax preparation offices in the Denver, CO area. Glen's love of teaching and mentoring has led him to join the Pronto Tax School team to ensure the next generation of tax professionals have the support, tools, and training they need to succeed in this rapidly changing new tax landscape. Glen is a graduate of Drexel University in Chemical Engineering with his MBA from the University of California, Santa Cruz. He also served in the United States military (and even did taxes there). He speaks 4 languages.

Glen Wielandt

Chief Support Officer

Course curriculum

  • 01

    Week 1 - Getting Started

    • ***Before You Start, READ THIS!***

    • Weekly Tuesday Coaching Links - Please Mark Your Calendar

    • All the Steps on One Sheet of Paper

    • WHY Do You Want to Start and Grow a Tax Business?

    • Envision Success Specifically

    • "The Three R's of Tax Client Value"

    • "I Pay You to Make My Pain Go Away"

    • Client Focus > "Me Focus"

    • Other Stuff to Know Before Proceeding

    • Stuff to Know Quiz (Super Easy!)

    • Good Fit Clients

    • Researching Demand / Supply for Your Good Fit Client Groups

    • Good Fit Client Checklist

    • Decide on Good Fit Client Group #1

    • Decide on Good Fit Client Group #2

    • Good Fit Client Questionnaire

    • Do Your Rough Numbers

    • Decide If You Want to Do this Business

    • See You Tuesday for Week 1 Live Group Coaching Session

    • Live Session Recording Week 1
  • 02

    Week 2 - Getting Set Up

    • Tax Preparer Requirements by State

    • State Tax Agencies

    • Your Basic Training to Become a Tax Professional

    • Business Structure (Choice of Entity)

    • Set Up Your Business Bank Account

    • Set Up Your Accounting System

    • Payment Processing Options

    • EIN, DBA, Business License, and Insurance Considerations

    • Cybersecurity for Tax Professionals

    • Simple WISP Plan Template

    • Preparer Tax Identification Number (PTIN)

    • Electronic Filing Identification Number (EFIN)

    • Choose and Download Tax Software

    • Bank Products

    • Virtual Tax Prep Operations Training (Video Training)

    • Protection Plus (Audit Assistance Add-On)

    • Desk Reference Guide

    • Site Selection

    • Pricing Your Tax Services

    • Budgeting Templates and Tools

    • Business Plan

    • Tax Franchise vs. Independent Tax Business

    • Mergers and Acquisitions

    • Tax Business Owner Calendar

    • Live Session Recording Week 2

    • See You Tuesday for Week 3 Live Group Coaching Session
  • 03

    Week 3 - Technical Excellence Fundamentals

    • Technical Excellence: Why It Matters So Incredibly Much

    • The 5 Step Tax Prep System

    • 1040 Tax Preparation Step-by-Step Checklist

    • 1040 Client Questionnaire Template

    • "What We Need to Do Your Taxes" Template

    • 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)

    • Session 7/12/2023 - ITINs

    • New ITIN Acceptance Agent Program Changes as of January 2024

    • Skills Verification Instructions (Loom Videos)

    • Learn from Past SGYTB Members (Loom Videos)

    • Annual IRS Nationwide Tax Forums (normally several locations and dates)

    • See You Tuesday for Week 4 Live Group Coaching Session

    • Live Session Recording Week 3
  • 04

    Week 4 - Getting More Practice

    • Practice Tax Return #1 Using Lacerte Software - Cynthia

    • Watch Established Pro Prepare #1

    • Practice Tax Return #1 Finished Product

    • Practice Tax Return #2 Using Crosslink Tax, uTax and Pronto Tax Systems - Imelda

    • Watch Established Pro Prepare #2

    • Practice Tax Return #2 Finished Product

    • Practice Tax Return #3 Using Drake Software - Richard

    • Watch Established Pro Prepare #3

    • Practice Tax Return #3 Finished Product

    • Practice Tax Return #4 Using Crosslink Tax, uTax or Pronto Tax Systems - Sandi

    • Practice Tax Return #4 Finished Product

    • Practice Tax Return #5 Using Drake Software - Cidnii "LIVE"

    • Practice Tax Return #5 Finished Product

    • Reminder: Do Practice Returns in Your Tax Software

    • Extra Practice Tax Return #1

    • Drake Practice Tax Returns

    • Additional Drake Practice Returns

    • Additional Pronto Tax Systems Practice Returns

    • Assemble Other Tools You Plan to Use (If Applicable)

    • See You Tuesday for Week 4 Live Group Coaching Session

    • Live Session Recording Week 4
  • 05

    Week 5 - Getting Clients

    • Marketing vs. Sales

    • "Many Paths, One Truth"

    • Your Unique Selling Proposition (USP)

    • List of Client Getting Activities

    • Referrals

    • Authority-Based Digital Marketing, a.k.a. "Education Marketing"

    • Social Media

    • Direct Mail

    • Mission: Rapport Build

    • Website / Online Presence

    • Business to Business (B2B) Marketing

    • Text Message Marketing

    • Group Presentations

    • Print Advertising

    • Signage

    • Standard Marketing Materials

    • Guerilla Marketing

    • Local Networking Groups

    • Super Simple, Actionable Marketing Plan

    • Calendar Time for Client Getting Activities

    • Budget Money for Client Getting Activities

    • The Secret, SIMPLE Recipe for Success in the Tax Business

    • Great Service Is the Best Marketing

    • Overcoming Price Objections

    • See You next Tuesday for Week 6 Live Group Coaching Session
  • 06

    Week 6 - Graduate to Greatness!

    • SGYTB Graduation Week (Includes Awards Show!)

    • Year-Round Earning Opportunities

    • Creating an Operations Manual - For businesses doing more than a 1000 tax returns.

    • Business Tax Verified Training Program

    • Tax Problem Resolution Training Program

    • Raise Prices If / When That Makes Sense

    • Hiring Helpers If / When That Makes Sense

    • Ongoing Membership Options

    • Revisiting Your Vision of Success

    • Final Test SGYTB Class 1 - 2024 - This is Open Book and will be discussed at Graduation

    • SGYTB Program Feedback

    • You are Done! It's time to use everything you learned and become SUCCESSFUL and HAPPY.

    • Week 6 Recording

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Program Knowledge Level: Intermediate
  • Prerequisites: None.
  • Advance Preparation: None
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (after 14 days, no refunds available).
  • Complaint Resolution Policy: Click the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.