Course 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 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 Do the Work (Technical Excellence)
  • How to Get Clients

There are no long-term contracts or hidden fees, you own your client database, you're totally free at all times to do exactly what you please with your own business.

We are just here to help you and guide 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 5 week course that costs less than $500.

Not to mention we are giving you hands-on mentoring and support all throughout the process of starting 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 mentor Glen Wielandt.

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 very limited, so if you want in, now's the time to take action.

Meet Your Instructor

Glen Wielandt is a 40-year 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

Director of Member Success

Course curriculum

  • 01

    Week 1 - Getting Started

    • ***Before You Start, READ THIS!

    • Tax Preparer vs. Pain Reliever

    • The Pains of Taxes

    • Other Stuff You Might Need

    • Tax Preparer Requirements by State

    • Preparer Tax Identification Number (PTIN)

    • Electronic Filing Identification Number (EFIN)

    • Choose and Download Tax Software

    • Tax Software Support Resources

    • Protection Plus (Audit Assistance Add-On)

    • Bank Products

    • Individual Taxpayer Identification Number (ITIN)

    • Week 1 Activity Test

    • Week 1 Live Training Session

    • 2019-10-30 18.00 Start Your Tax Business Course

  • 02

    Week 2 - Technical Excellence Fundamentals

    • Technical Excellence: In Perspective

    • The 5 Step Tax Prep System

    • 5 Step System - Overview

    • Step 1: Information

    • Step 2: Income

    • Step 3: Deductions

    • Step 4: Credits

    • Step 5: Closing

    • Practice Tax Return Source Documents

    • Practice Tax Return Training Videos

    • Practice Return - Gantman

    • Practice Return - Ladera

    • Practice Return - Vasquez

    • Week 2 Activity Self-Test

    • Week 2 Live Training Session

    • 2019-11-06 18.00 Start Your Tax Business Course

  • 03

    Week 3 - Tools to Use for Technical Excellence

    • 5 Step Tax Prep Tools

    • Step 1 Tools

    • Step 2 Tools

    • Step 3 Tools

    • Step 4 Tools

    • Step 5 Tools

    • More Practice Return Video Training

    • Get Fast Feedback

    • Practice Return - Onate

    • Practice Return - Fetch

    • Week 3 Activity Self-Test

    • Week 3 Live Training Session

    • 2019-11-13 18.04 Start Your Tax Business Course

  • 04

    Week 4 - Business Setup

    • Business Structure (Choice of Entity)

    • EIN, PTIN, DBA, EFIN, Business License, Insurance?

    • Business Plan

    • Tax Business Owner Calendar

    • Pricing Your Tax Services

    • Budgeting Templates and Tools

    • Payment Processing Options

    • Merger and/or Acquisition

    • Tax Franchise vs. Independent Tax Business

    • Site Selection

    • Creating a Custom Office Manual

    • Human Resources, a.k.a. "Teamwork"

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

    • Professional Associations

    • Taking control of your business security ahead of tax season

    • Week 4 Activity Self-Test

    • Week 4 Live Training Session

    • 2019-11-20 18.02 Start Your Tax Business Course

  • 05

    Week 5 - Getting Clients

    • Key Concept #1: Client Focus

    • Key Concept #2: Good Fit Clients

    • Key Concept #3: Bias Towards Action

    • Client Getting Activities

    • Good Fit Client Questionnaire

    • Good Fit Client Questionnaire Examples

    • Good Fit Client Checklist

    • What Is Marketing?

    • The Secret Recipe for Success in the Tax Business

    • Mission: Rapport Build

    • Pain Alleviation Specifics: Your USP

    • Plugging Into a Client Source

    • Overcoming Price Objections

    • Year-Round Earning Opportunities

    • Referral Programs

    • Website / Online Presence

    • Standard Marketing Materials

    • Group Presentations

    • Text Message Marketing

    • Signage

    • Email Marketing

    • Social Media

    • Direct Mail

    • Print Advertising

    • Great Service Is the Best Marketing

    • Super Simple, Actionable Marketing Plan

    • Week 5 Activity Self-Test

    • Week 5 Live Training Session

    • 2019-12_Marketing_Training_Three Immediate Marketing Moves To Make Right Now by Jeff Dolan

    • eBooks and email sequences to accompany Jeff's Marketing Training.

    • 2019-12-04 18.06 Start Your Tax Business Course

  • 06

    Graduate to Greatness!

    • SYTB Awards Show

    • Options for Continuation

    • SYTB Program Feedback

    • 2019-12-11 18.05 Start Your Tax Business Course - Graduation