<p>Many people want to start a tax business but are unsure where to begin. The good news is that with the right software, support, and strategy, starting a tax business can become a profitable opportunity.</p><h3 id="20f1ced5-ae85-4e64-a211-c16fea5a0a1d" data-toc-id="20f1ced5-ae85-4e64-a211-c16fea5a0a1d" style="font-size: 20px; line-height: 1.2;">Step 1: Choose the Right Software</h3><p>Your software is the foundation of your tax business. Choosing a professional platform with support and business return capabilities can help position your business for long-term growth.</p><h3 id="ef8b7e0a-3abc-4ea8-8474-9e7e400d1fa5" data-toc-id="ef8b7e0a-3abc-4ea8-8474-9e7e400d1fa5" style="font-size: 20px; line-height: 1.2;">Step 2: Create a Business Structure</h3><p>You should establish your business legally and professionally. This may include:</p><ul><li><p>Registering your business</p></li><li><p>Obtaining an EIN</p></li><li><p>Creating a business bank account</p></li><li><p>Setting up a professional email address</p></li></ul><h3 id="96cbc954-2220-4b38-988e-9f9e124fe024" data-toc-id="96cbc954-2220-4b38-988e-9f9e124fe024" style="font-size: 20px; line-height: 1.2;">Step 3: Build Your Client Process</h3><p>Create a system for:</p><ul><li><p>Client intake</p></li><li><p>Document uploads</p></li><li><p>Appointment scheduling</p></li><li><p>Payment collection</p></li><li><p>Follow-up communication</p></li></ul><h3 id="c975fe72-151a-494c-9a54-4d05c4a71837" data-toc-id="c975fe72-151a-494c-9a54-4d05c4a71837" style="font-size: 20px; line-height: 1.2;">Step 4: Market Your Services</h3><p>Promote your tax business through:</p><ul><li><p>Social media marketing</p></li><li><p>Referral programs</p></li><li><p>Local advertising</p></li><li><p>Business networking</p></li></ul><h3 id="8e21069c-f696-4d6f-bc02-ed06b94d6953" data-toc-id="8e21069c-f696-4d6f-bc02-ed06b94d6953" style="font-size: 20px; line-height: 1.2;">Step 5: Continue Learning</h3><p>Tax laws and industry trends change regularly. Staying educated can help you better serve clients and grow your business.</p><p>At MLR Pros, we help new and experienced tax professionals access professional tax software solutions, onboarding support, and scalable opportunities designed to help tax businesses grow successfully.</p>

How to Start a Tax Business With Professional Tax Software

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How to Start a Tax Business With Professional Tax Software

How to Start a Tax Business With Professional Tax Software

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