The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice - Softcover

C. Pinheiro

Softcover

ISBN 10: 0982266049 ISBN 13: 9780982266045

Publisher: PassKey Publications, 2010

Synopsis

The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:

• "How do I build up my client base?" 
• "Are engagement letters really necessary?" 
• "How do I encourage more client referrals?" 
• "How much should I charge for services?" 
• "How do I fire a bad client?"  

This book offers real answers to all of these burning questions.You will read multiple interviews with established, highly profitable EAs. You will hear how other EAs keep their practices profitable and keep clients (and money) rolling in. This book covers: 

• 1. Marketing techniques for enrolled agents 
• 2. How to use the internet and social networking to boost your community profile 
• 3. How to find profitable IRS representation cases 
• 4. How to avoid deadbeat clients 
• 5. How to get lucrative referrals from other professionalsAnd much more! 

If you have the tax knowledge and a desire to succeed in this business, this book will help you realize your own success.

About this title

About the Author

Christy is an Enrolled Agent, Accredited Business Accountant, and a writer. She is the author of many books on taxation and bookkeeping. She has a private tax practice in Sacramento, CA.

Review

This book focuses on the specific needs of the tax preparation community. With solid and detailed advice on everything from how to configure your office space to how to market your practice, the author makes it easy to understand the components of a successful practice. Her personal experiences both good and bad are excellent learning tools to accompany her recommendations. I especially enjoyed the chapter on choosing your clients wisely, which in the long term is much more profitable and much less stressful. It goes against the traditional approach to building a business which is take everyone who walks in the door and when you are profitable enough, weed out the bad ones later .

Eventually, the bad clients cost you so much time and billable hours that you do not have the energy to find more good clients. She emphasizes a great point: to help your clients and stay in business, you need to get paid and on time! --By Kristin Delfau EA MA Author of: Turbo-Mom s Guide to Saving Money Without Wasting Time

Edition details

• Publisher: PassKey Publications
• Publication date: 2010
• ISBN 10: 0982266049
• ISBN 13: 9780982266045
• Binding: Paperback
• Language: English
• Number of pages: 260