6d • Tax Prep 🏦
How to Create a Business Plan That Sets You Up for Success!
Know Your Tools & Budget
Make a list of what you need to run smoothly:
- Tax software (e.g., Drake, TaxSlayer Pro)
- Secure file storage
- A basic website or client portal
- A CRM to manage clients
- Business insurance
Budget for:
- Software fees
- Business registration
- Marketing
- Training or continuing education
Stay Legal & Compliant
Don't forget:
- PTIN from the IRS
- Apply for EFIN
- Register your business (LLC, sole prop, etc.)
- Understand state/local requirements
A business plan doesn’t need to be complicated. Start with your vision, stay consistent, and revisit your goals often.
Need help getting started? Ask your questions below or join one of our community workshops to map out your tax business blueprint!
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How to Create a Business Plan That Sets You Up for Success!
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