Guides
Tax preparation referral program: channels and tracking
Tax preparation referral program basics: assign owners, track inquiries to signed engagements, and measure value across past filers and bookkeepers.
Desk
Costs Desk
Quotes, ranges and the line items that move once tax preparation practice operations is under way.
Guides
Tax preparation quality control for new owners
Tax preparation quality control uses a second review, five return checks, documented evidence, and monthly tracking of corrections and missed questions.
Guides
What to measure every month in a tax preparation business for 2027
Monthly tax preparation KPIs track calendar fullness, filer repeat rate and margin per return, so owners see capacity and cash before filing season.
Guides
Tax preparation service standards reviewed: which are binding, which are voluntary and which evidence holds up
A worked review of one Form 1040 file against named standards: Circular 230, Publication 1345, the FTC Safeguards Rule, Form 8867 due diligence, the AICPA tax standards and the Annual Filing Season Program, plus the activity measures that do not hold up.
Guides
Tax preparation firms and the federal filing deadline
Tax preparation firms grouped by client type, plus the federal individual filing due date and Form 4868 extension basics for tax practice operations.
Guides
Tax preparation hiring: Vet preparers before filing season
Tax preparation hiring means defining return types, verifying PTINs, using a paid trial, checking references, and planning training around filing season.
Guides
Placing clients into tax preparation services packages
Place each client in one of four tax preparation services packages with intake questions, edge-case rules and a floor price built from your own minutes.
Guides
Fair-margin pricing for tax preparation services for new owners
Fair-margin pricing for tax preparation services helps new owners set fees from cost per return and a target margin, then test the number across a full season.
Guides
How one operator's tax preparation business actually got off the ground
Latoya Bennett opened Bennett Tax & Bookkeeping in Charlotte with one desk, one software seat and a plan built around the clients she could actually serve.
Guides
Tax preparation licensing requirements: credentials and rules
Tax preparation licensing requirements: the PTIN and EFIN, representation credentials, the AFSP, state registers like CTEC and Oregon, and due diligence rules.
Guides
4 notes on tax preparation marketing worth reading
Four notes on tax preparation marketing: what a reviewer can sign, who owns the profile, how referrals are disclosed, and what capacity allows.
Guides
Tax preparation operations: workflow and filing dates
Tax preparation operations for a first-year practice: PTIN and EFIN credentials, Form 8867 due diligence, the filing dates that set the season.