How can we help you?
Below are list of frequently asked questions.
Frequently Asked Questions
If you don’t have any experience, that’s perfectly OK. We teach you basic tax skills for personal and business tax returns, how to build your business, marketing and everything in between!
TaxBiz is designed to make it EASY for folks like you who either already have a job or are busy raising their children. It’s a self paced, flexible program. Which means you don’t have to show up to class every day…and you can get through it on your own time.
Don’t worry, the program is entirely self-paced. It’s there for you whenever you want it, so even if life interrupts you, you can return to the program and pick things up whenever you want to.
TaxBiz is designed for those who deal with US clients only. Your location does not matter as long as your clients are based in the US.
Other than having the means to pay for this course there’s just ONE thing you need to get started. That’s the MOTIVATION to learn the skills to become a successful tax preparer.
You get a TON of ongoing support when you join TaxBiz, you’ll never feel alone on this journey. You get access to our private Facebook group of students, graduates and staff along with UNLIMITED email support. You’ll also have access to a Live weekly Q&A and a monthly Legal Lunch Q&A (for all your legal questions). These will be recorded and available inside the course as well. If you ever have questions about the course or growing your business you’ve got an ENTIRE community of peers and support staff who have been where you are and who are here to help you along the way.
That’s right! You get access to the entire course at once. This is designed so you can go at your own pace and learn on your own time. We understand that you need flexibility because some days or weeks are busier than others…and some weeks you’ll be able to get through a ton of content, whereas other weeks might be a bit slower for you.
Absolutely. This is one of the best advantages of going through TaxBiz. You get a step-by-step process to attract new clients FAST. You’ll learn how to market yourself and develop a pipeline of high quality, well paying clients.
Inside the Tax Biz program you will learn the basic tax skills needed to prepare individual and business tax returns. Additionally, we’ll show you techniques on how to grow your knowledge base through proven research techniques and access to continuing education credits. We do not cover Estate and Gift Tax or Non-profit tax in the course.
This is a great question. The detailed answer to this is inside the program, but the short answer to this is that we’re going to show you how to leverage your network to borrow other people’s trust and credibility so you can “get your start.” You’ll also be surprised by how FEW clients will ask you “how much experience do you have?”. The reason for this is because when you apply the materials we teach in the program, you’ll come across as someone they Know, Like, and Trust.
Unfortunately I can’t tell you how long it will take you to get your first client. This is really up to you, depending on how much effort you put into going through TaxBiz and taking action. Some of our students have gotten their first clients before they ever finished TaxBiz.
Absolutely. We have lots of students that do just that. If you didn’t have the safety net of the TaxBiz Community, then I would caution you against it. But with the safety net of having an engaged and active community of other bookkeepers around and the support of our staff, we have your back. You’ll easily be able to get the support you need to get through that first client, without being a full-blown pro.
There’s no such thing as a typical day when you’re a tax preparer. The main constant you’ll encounter is that your clients will need to be served, and their work will need to be done in a timely and accurate manner. You’ll spend a good amount of time communicating with your clients and letting them know what’s going on in the process.
We do offer technical support related to the TaxBiz program, but not specifically for the tools you’ll be using within your own business because we are not a technical support centre. Most of the things we’ll teach you are very light in the technical department.
Believe it or not, when I started out I doubted myself too.
What I’ve found is when TaxBiz students learn the essential skills their confidence skyrockets! That’s often when they discover just how VALUABLE and in-demand their new skill set is.
As a tax preparer you don’t have to do much selling or promoting. No ninja-sales-techniques are required here. Getting new clients is as simple as meeting a business owner and letting them know what you do.
How is that possible? Well most small business owners are desperately looking for someone to help them with their taxes (because they don’t know how, and they don’t have the time to do it).
Which makes “selling” your services as easy as making a new friend and telling them what you do for a living.
Starting a business takes time. That’s why TaxBiz is a self-paced program. The beauty of TaxBiz is that you don’t have to go through it all at once. Take your time with it. Follow the process and take it one step at a time – on your own time.
Absolutely! Business owners understand people have major life events which stop them from working. Like having children, or having physical injuries.
It absolutely is, but there is one IMPORTANT distinction that you need to make. You need to see this as an INVESTMENT in YOURSELF, not a cost.
A cost is something that you spend once and you never see that money again. An investment is something where you invest some of your resources (time, money, energy) and you expect to get much more back in return.
That will only happen if you’re willing to put something in, and work toward reaping the rewards of your investment. We show you the path and give you everything you need to succeed. But you need to take the steps.
You need to invest the time, energy and the financial resources so that you can create the lifestyle that will give you freedom and flexibility.
Yes. we have a guarantee. We want you to know this: when you join us, if you ain’t happy, we ain’t happy. During the first 30 days after your purchase, if for any reason you’re not 100% satisfied, we’ll happily return every last cent of your money. You don’t even have to give us a reason. All you have to do is hit the cancel button under your Profile inside the education center and you’ll be refunded promptly.
This is entirely dependent on how much time and effort you’ve got to put into the program.
Some students get their first couple of clients pretty quickly. It truly depends on how much time and effort you can put into the program.
Yes, we have an entire section on the best way to price your services and how you should consider positioning yourself as a premium tax preparer/advisor.
NO. At least the ones you target in your marketing. Business owners want a reliable tax preparer. Most don’t care where you are located. On occasion, you might run into someone who objects; such is life. But most entrepreneurs don’t care.
While our program does not offer client placement, our in-depth program does teach you a very systematic way to find business owners who need your services and are more than happy to work with you. You will also be listed on our taxpreparers.com directory so that business owners can find you.
TaxBiz is right for you if you’re ready to start working from home, create your own schedule and build a business which you can grow as large or small as you’d like. It’s right for anyone looking for more freedom, flexibility and a new source of income, without sacrificing time with family and your passions.
If you absolutely need to work for somebody else, follow someone else’s schedule and show up when someone tells you, then TaxBiz is NOT right for you. That’s because as a business owner you have to set your own schedule, choose your own clients and decide when you want and can get your work done.
Absolutely not! You do need some basic math competency but you don’t need to know anything beyond a high school level education. As for the technical aspect, if you can operate a computer at a basic level, you’ll be able to use the programs to be successful. AND you will learn how to use them inside TaxBiz.
Upon completion of the program you will receive an electronic certificate or “badge”, this can be displayed on your website and on social media so that potential clients can see your credentials. You will also be able to print a physical version. This certificate is verified by Acclaim. You can view the information that others will see when clicking on your “badge” here.
You can also take any of our Continuing Education courses and receive IRS approved credit. Once you have successfully completed the course exam, you will receive a certificate that showcases how many credits you’ve earned.