Start and Grow Your Tax Business
All the training and support you need to start (or re-start!) and grow a low-cost, high-profit margin tax business that has a good chance of success.
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:
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.
“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 LessGlen Wielandt
Chief Support Officer
***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
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
SGYTB Class 2 Season 2
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
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 - SGYTB student member
Prepare and Watch Established Pro Preparer #4 for student member.
Practice Tax Return #4 Finished Product
Practice Tax Return #5 Using Drake Software - Richard "LIVE"
Watch Established Pro Prepare #5
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
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
SGYTB Graduation Week (Includes Awards Show!)
Final Test SGYTB Class 1 - 2024 - This is Open Book and will be discussed at Graduation
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
SGYTB Program Feedback
You are Done! It's time to use everything you learned and become SUCCESSFUL and HAPPY.
Week 6 Recording