You’ve done the hard part—earned your tax certification, opened your office, and picked your software—yet the clients aren’t lining up during the busiest season of the year. The problem isn’t your skill; it’s likely a few overlooked business fundamentals that can make or break your success. Many talented tax preparers jump in without a solid business plan, which leads to confusion about pricing and audience targeting. Specializing in a niche, like small business owners or growing families, can help you stand out and charge rates that reflect your value. Relying on tax season alone won’t sustain your business—offering year-round services like tax planning and bookkeeping can build a consistent income. Great work won’t matter if no one knows about it, so keep past clients engaged through newsletters and updates. Also, using outdated software slows you down and hurts client experience—cloud-based, scalable solutions help you stay productive and flexible. Avoid underpricing just to compete—tiered pricing lets you serve different clients while protecting your worth. And staying current on ever-changing tax laws is a must to maintain your credibility. Finally, never treat security as an afterthought. Protecting your clients’ sensitive data with encryption and two-factor authentication should be non-negotiable. Success comes from smart strategy, not just great skills.
source: https://ultimatetax.com/blog/understanding-why-small-tax-businesses-falter/
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