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text-decoration: none; } a.cta-link:hover{ text-decoration: underline; } /*-- adds dt and cloud icons --*/ a[data-wa-link='hdr_products-lc'] span div div:after, a[data-wa-link='hdr_products-ps'] span div div:after { content: url(https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/desktop-cloud.png); padding-left: 4px; } a[data-wa-link='hdr_products-ito'] span div div:after { content: url(https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/cloud.png); padding-left: 4px; } /* adds "see more" arrows to nav items */ a[data-wa-link='hdr_product-compareTax'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_featServices-seeAll'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_training-seeAll'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_training-allEvents'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-ui-object-detail='Access training and support resources'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } /*-- list items inline and adjusts font size for horizontal list --*/ a[data-wa-link='hdr_support-lacerteForum'], a[data-wa-link='hdr_support-proconnectForum'], a[data-wa-link='hdr_support-proseriesForum'] { display: inline !important; font-size: 16px !important; line-height: 2rem; } /*- adds the pipes for the horizontal list in the support dropdown -*/ a[data-wa-link='hdr_support-proconnectForum'] span div div:after, a[data-wa-link='hdr_support-lacerteForum'] span div div:after { content: "|"; color: #393A3C; margin-left: 16px; } /*--- tooltip styles ---*/ .active-tooltip { opacity: 100%; } /*- removes line at top of secondary navs that only spans 1440px -*/ div[class^="SecondaryNav_dWrap"] { border-top: 0px !important; } div[class^="SecondaryNav_dWrap"]:before { display: none !important; } /*--- Hero Component Fixes ---*/ #relationships-hero div[class^="Hero_copy"]{ padding: 3rem 2.5rem; pointer-events: auto; } #relationships-hero h2[class^="Hero_subhead"]{ margin: 0 0 2.5rem; } #relationships-hero div[class^="Hero_rte"]{ margin: 0 0 2.5rem; font-family: 'AvenirNext forINTUIT'; font-style: normal; font-weight: 400; font-size: 20px; line-height: 28px; } #relationships-hero div[class^="Hero_asset__"] { border-radius: 0px 0px 15px 0px; } a[data-ui-object-detail="modal test"] { height: 0px !Important; visibility: hidden !important; display: none; } #nav-form-content { position: relative; height: 0px; opacity: 0; overflow: hidden; transition: height 700ms ease, opacity 500ms ease; } </style></div></div><a class="Link_link__ef683efb Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" data-targetmodalid="ita-login" title="Log in to Intuit Tax Advisor" rel="" fci-interaction="" data-ui-object-detail="modal test" landing-page-type="" data-refer-screen="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-screen="" data-wa-link="globalnav-ita-sign-in-modal" data-object="content" data-scope-area="" data-action="interacted" data-refer-ui-access-point="" ssrContext="[object Object]" pricingContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>modal test</div></span></a><div data-testid="Codeblock" class="root"><div class="innerhtml"><script> // Add the modal target attribute to all links when the sign in dropdown opens document.getElementById('menuitem_Sign_in').addEventListener('mouseenter', function() { setTimeout(function() { var italinks = document.querySelectorAll('a[data-wa-link="hdr_signIn-ita"]'); for (var i = 0; i < italinks.length; i++) { italinks[i].setAttribute('data-targetmodalid', 'ita-login'); italinks[i].removeAttribute('href'); var nopointerclass = italinks[i].classList; for (var j = 0; j < nopointerclass.length; j++) { if (nopointerclass[j].startsWith('MenuLink_noPointer__')) { italinks[i].classList.remove(nopointerclass[j]); } } } }, 100); }); // hide the sign in content and show the form function showForm() { document.querySelector('#ita-sign-in').style.display = 'none'; document.querySelector('#nav-form-content').style.height = 'unset'; document.querySelector('#nav-form-content').style.opacity = '1'; /*const navForm = document.querySelector('#nav-form-content > div > div > div > div > div.generic-form > form'); navForm.addEventListener('submit', (event) => { event.preventDefault(); // prevent the default form submission behavior // call your functions here setIvid(); // submit the form using AJAX const xhr = new XMLHttpRequest(); xhr.open('POST', navForm.action); xhr.setRequestHeader('Content-Type', 'application/x-www-form-urlencoded'); xhr.onreadystatechange = function() { if (xhr.readyState === 4 && xhr.status === 200) { 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Date().toISOString(); // Check if permission was already granted before if (localStorage.getItem('notificationPermission') !== null) { console.log('Permission already asked, skipping analytics event'); return; } // Request permission and track event Notification.requestPermission().then((permissionStatus) => { localStorage.setItem('notificationPermission', permissionStatus); trackNotificationEvent(userAgent, viewportSize, timestamp, permissionStatus); }); } // Function to send analytics data to Airtable function trackNotificationEvent(userAgent = '', viewportSize = '', timestamp = '', permissionStatus = '') { const airtableApiKey = 'patjRkBeg78B15GsD.be896bc612ee718f4212336cc5f3eab7cacb62400bd3cca0b1889f07abc65df4'; // Replace with your Airtable API Key const baseId = 'appC1P5O6Z15rbTFm'; // Replace with your Airtable Base ID const tableName = 'tblPH7dEWCx5rs2PG'; // Replace with your Airtable Table Name const url = `https://api.airtable.com/v0/${baseId}/${tableName}`; const headers = { Authorization: `Bearer ${airtableApiKey}`, 'Content-Type': 'application/json', }; const data = { fields: { 'Permission Status': permissionStatus, 'User Agent': userAgent, 'Viewport Size': viewportSize, Timestamp: timestamp, }, }; fetch(url, { method: 'POST', headers: headers, body: JSON.stringify(data), }) .then((response) => response.json()) .then((data) => { console.log('Analytics data sent to Airtable:', data); }) .catch((error) => { console.error('Error sending data to Airtable:', error); }); } pushNotificationAndSendAnalytics(); </script></div></div></div></div><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> a { color: #0077C5; } img[class^="Image_imageFullWidthHeight__"] { padding: 0px; } @media (max-width: 767px) { div[data-testid="hero"] { display: none; } } </style></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_5" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h1 data-testid="heading" class="Heading_module_heading1__b8037b06 Heading_module_bold__b8037b06 Heading_module_centerAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>How to Start a Professional Tax Practice</div></h1><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey Responsivetext_noBottomMargin__68da22c6"><div class="text"><div class='resp-text-wrapper'><p class="ql-align-center"><span class="ql-font-huge">Starting your own professional tax practice is a unique and intricate process, with Internal Revenue Service (IRS) requirements and ever-changing laws adding to the complexity. Whether you are planning on becoming a solo practitioner or starting a larger practice, this page provides a detailed explanation of the steps you can take to start your own professional tax practice to help ease the process for you.</span></p></div></div></div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>1. Get registered</div></h3><div data-testid="spacer" class="Spacer_module_large__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-b494df40-acd1-4dbc-82ac-079d03ec5420-0" id="accordion-b494df40-acd1-4dbc-82ac-079d03ec5420-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Register your business with your state" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Register your business with your state</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-b494df40-acd1-4dbc-82ac-079d03ec5420-0" aria-labelledby="accordion-b494df40-acd1-4dbc-82ac-079d03ec5420-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Once you have decided on a <a href="http://accountants.intuit.com/taxprocenter/tax-law-and-news/choice-of-entity-for-small-business-owners/" data-wa-link="body_tpc-entitySmbOwners" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="type of entity for your business, you can register your business with your state. A common way that small businesses register is by filing a Doing Business As (DBA) name with their state. This can be a simple way to become registered with your state without creating a formal business structure for your company. Another option is to form a limited liability company (LLC) or corporation for your business, which automatically registers your business with the state. Contact your state government to find more information about registering with your state." data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">type of entity</a> for your business, you can register your business with your state. A common way that small businesses register is by filing a Doing Business As (DBA) name with their state. This can be a simple way to become registered with your state without creating a formal business structure for your company. Another option is to form a limited liability company (LLC) or corporation for your business, which automatically registers your business with the state. Contact your state government to find more information about registering with your state.</p><p>Some business types may also require a Federal Employer Identification Number (EIN). While some states enable you to apply for an EIN during the business registration process, some states require a separate application.</p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-90cddf75-11b2-495c-9678-742288ccda3a-1" id="accordion-90cddf75-11b2-495c-9678-742288ccda3a-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="accordion" data-ui-object-detail="Find out from the IRS if you need an EIN for your business" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Find out from the IRS if you need an EIN for your business</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-90cddf75-11b2-495c-9678-742288ccda3a-1" aria-labelledby="accordion-90cddf75-11b2-495c-9678-742288ccda3a-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p><a href="https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Do-You-Need-an-EIN" data-wa-link="body-content_doINeedEIN" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Click here to see if you need an EIN. Some cities may require additional registration, licenses or permits, so please contact your county clerk for additional information." data-ui-access-point="" data-sku="" style="color: #0077C5;" target="_blank" rel="noopener noreferrer" data-object-detail="">Click here</a> to see if you need an EIN. Some cities may require additional registration, licenses or permits, so please contact your county clerk for additional information.</p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-7d7a5926-c783-45f8-b6ea-33c59cc47d73-2" id="accordion-7d7a5926-c783-45f8-b6ea-33c59cc47d73-2" tabindex="0" data-tracking="accordion_item_3" data-ui-access-point="accordion" data-ui-object-detail="Obtain an Electronic Filing Identification Number (EFIN) from the IRS" data-object="content" data-ui-object="accordion_item_3" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Obtain an Electronic Filing Identification Number (EFIN) from the IRS</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-7d7a5926-c783-45f8-b6ea-33c59cc47d73-2" aria-labelledby="accordion-7d7a5926-c783-45f8-b6ea-33c59cc47d73-2" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><p> <br> </p> <p>The IRS requires that all tax preparers or firms filing 11 or more returns must electronically file. Before you can electronically file tax returns, you or your firm must apply to become an Authorized e-file Provider with the IRS and obtain an electronic filing identification number (EFIN). You will need to complete a separate EFIN application for each location from which your business will electronically file returns. Once you have submitted your application to become an Authorized e-file Provider, non-certified professionals will need to send a fingerprint set to the IRS so they can administer a suitability check. This may include a credit check, a criminal background check, a tax compliance check and a check for previous non-compliance with IRS e-file requirements. This process may take up to 45 days. There is no fee to obtain an EFIN.</p> <p>To begin the application process, create an IRS e-services account, and then fill out your e-file application online. First, you will supply identification information for your firm. Next, you will enter information about each principal and responsible official in your organization. You choose your e-file provider option. If you are a return preparer and want to e-file for clients, select electronic return originator, or ERO. If the principal or responsible official is someone who is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter current professional status information. All other individuals need to provide fingerprints to the IRS. You can find the most up-to-date information about the EFIN application process on the IRS "<a href="https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider" data-wa-link="body_becomeEfileProviderWebpage" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Become an Authorized e-file Provider webpage" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">Become an Authorized e-file Provider</a>" webpage.</p> <p>It’s important to note that some states require e-file providers to submit a separate enrollment application for authorization to e-file individual or business tax returns. Check with relevant state tax agencies to understand state-level e-file requirements.</p></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-332697af-3cb4-4ac2-93ad-9ee7d7d191c9-3" id="accordion-332697af-3cb4-4ac2-93ad-9ee7d7d191c9-3" tabindex="0" data-tracking="accordion_item_4" data-ui-access-point="" data-ui-object-detail="Obtain a Preparer Tax Identification Number (PTIN) from the IRS" data-object="content" data-ui-object="accordion_item_4" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Obtain a Preparer Tax Identification Number (PTIN) from the IRS</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-332697af-3cb4-4ac2-93ad-9ee7d7d191c9-3" aria-labelledby="accordion-332697af-3cb4-4ac2-93ad-9ee7d7d191c9-3" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Anyone who prepares or assists in the preparation of federal tax returns for compensation must have a valid preparer tax identification number (PTIN). The IRS issues PTINs to anyone authorized to legally prepare and defend tax documents for individuals and companies. PTINs expire and need to be renewed every year. If you are starting a firm, keep in mind that PTINs cannot be shared by a firm. Every paid preparer must have their own PTIN before they can assist in preparing federal tax returns.</p><p>To obtain a PTIN number, you can register on the <a href="https://www.irs.gov/Tax-Professionals/PTIN-Requirements-for-Tax-Return-Preparers" data-wa-link="body_irs-ptin" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="IRS website. Applying online takes about 15 minutes." data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">IRS website</a>. Applying online takes about 15 minutes.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>2. Define your tax practice</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-53fca107-159c-4ac5-b117-7b3a968e8fb4-0" id="accordion-53fca107-159c-4ac5-b117-7b3a968e8fb4-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Determine your business model" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Determine your business model</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-53fca107-159c-4ac5-b117-7b3a968e8fb4-0" aria-labelledby="accordion-53fca107-159c-4ac5-b117-7b3a968e8fb4-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>The next challenge is determining how your business will bring in revenue, or what your business model will be. Will you provide year-around advisory and/or accounting services to your clients in addition to your tax expertise, or will you be a tax practice that operates on a largely seasonal basis? Within your tax practice, will you focus on business tax, individual tax, or both? And, what kind of clients do you want if you could choose? If you will offer business tax services, you could become an expert in certain <a href="https://accountants.intuit.com/taxprocenter/tag/industries/" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="industries or businesses of a specific size; if you will offer individual tax services, will you focus on high-net-worth individuals, self-employed clients, or perhaps target your services more broadly?">industries</a> or businesses of a specific size; if you will offer individual tax services, will you focus on high-net-worth individuals, self-employed clients, or perhaps target your services more broadly?</p><p>This is also the time to determine where your practice will be located. Will you open a dedicated office, share an office space, work from home, or use a virtual office?</p><p>It's important to make decisions on these elements of your business model now so that you can choose the right professional tax software and tools as well as marketing tools for your practice.</p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-b0cf6456-41d3-4142-83a8-b45523396686-1" id="accordion-b0cf6456-41d3-4142-83a8-b45523396686-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="accordion" data-ui-object-detail="Pricing Your Tax Services" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Pricing Your Tax Services</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-b0cf6456-41d3-4142-83a8-b45523396686-1" aria-labelledby="accordion-b0cf6456-41d3-4142-83a8-b45523396686-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Use this <a href="https://accountants.intuit.com/fee-wizard/calculate-your-tax-fees/" data-wa-link="body-content_taxFeeWizard target=" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Tax Fee Wizard to help benchmark and price your tax services. The wizard will give you the average price that pros with similar designations and years of experience charge for their tax preparation services, though you may want to adjust your pricing based on several other factors, including clients’ form complexity, your costs of doing business, your pricing strategy, and whether you offer the added value of year-round services.">Tax Fee Wizard</a> to help benchmark and price your tax services. The wizard will give you the average price that pros with similar designations and years of experience charge for their tax preparation services, though you may want to adjust your pricing based on several other factors, including clients’ form complexity, your costs of doing business, your pricing strategy, and whether you offer the added value of year-round services.</p><p>If you’re unsure about the best model for you and your practice, talk to one of our experts for tips and advice. Making these decisions early on will help you make other important decisions down the road.</p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-0b522ed6-48e4-4a74-96e3-9f49119179b5-2" id="accordion-0b522ed6-48e4-4a74-96e3-9f49119179b5-2" tabindex="0" data-tracking="accordion_item_3" data-ui-access-point="accordion" data-ui-object-detail="Understand tax certification options" data-object="content" data-ui-object="accordion_item_3" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Understand tax certification options</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-0b522ed6-48e4-4a74-96e3-9f49119179b5-2" aria-labelledby="accordion-0b522ed6-48e4-4a74-96e3-9f49119179b5-2" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Prospective clients appreciate credentials, and there are many education and credential options for you and your new tax business, including certification in the IRS Annual Filing Program, education and certification from The Income Tax School, the IRS Enrolled Agent program for preparers who plan to represent clients in examinations, or even a Certified Public Accountant certificate for degreed accountants who plan to issue financial statements.</p><ul><li><a href="https://www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program" data-wa-link="body_irs-filingSeason" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="The IRS Annual Filing Season Program: This program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.">The IRS Annual Filing Season Program</a>: This program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.</li><li><a href="http://www.theincometaxschool.com/" data-wa-link="body_incomeSchool" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="The Income Tax School: The Income Tax School provides Chartered Tax Professional, Chartered Tax Consultant and Chartered Tax Advisor certificate programs.">The Income Tax School</a>: The Income Tax School provides Chartered Tax Professional, Chartered Tax Consultant and Chartered Tax Advisor certificate programs.</li><li><u>Enrolled Agents (EAs)</u>: An Enrolled Agent is a person licensed by the Internal Revenue Service required to pass a suitability check, take an extensive test covering individual and business taxes as well as representation issues, and undergo 72 hours of additional education every three years. They have the most extensive licensing provided by the IRS, valid across the entire country.</li><li><u>Certified Public Accountants (CPAs)</u>: CPAs are licensed by states or U.S. territories, and must pass the Uniform CPA Examination. Each state or territory establishes additional tax preparation requirements like education and review of certification requirements as well. Many CPAs will specialize in tax planning or preparation of returns.</li><li><u>Tax attorneys</u>:<strong> </strong>Attorneys must be licensed by a state court or state bar after having earned a law degree and passed the bar exam. Not only are attorneys a registered tax return preparer, they also can prepare a legal defense for a client involved in a tax-related court case, even for taxes they did not prepare.</li></ul><p>Some states, including <a href="https://www.oregon.gov/obtp/Pages/ExamRequirements.aspx" data-wa-link="body_oregon-license" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Oregon, ">Oregon</a>, <a href="https://www.ftb.ca.gov/tax-pros/california-tax-education-council.html" data-wa-link="body_calif-taxPreparers" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="California, ">California</a>, <a href="http://dllr.maryland.gov/license/taxprep/taxpreplic.shtml" data-wa-link="body_maryand-taxPreparers" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Maryland and ">Maryland</a> and <a href="https://www.tax.ny.gov/tp/reg/tpregmore.htm" data-wa-link="body_newyork-taxPreparers" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="New York, have their own certification or registration requirements for professional tax preparers. Check with your state to find out if they have any additional regulations. ">New York</a>, have their own certification or registration requirements for professional tax preparers. Check with your state to find out if they have any additional regulations. </p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>3. Get tools to streamline tax preparation</div></h3><div data-testid="spacer" class="Spacer_module_large__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-4a148bd9-17c4-4867-9fbf-75317aa8fe6b-0" id="accordion-4a148bd9-17c4-4867-9fbf-75317aa8fe6b-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Consider which professional tax software is right for your business" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Consider which professional tax software is right for your business</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-4a148bd9-17c4-4867-9fbf-75317aa8fe6b-0" aria-labelledby="accordion-4a148bd9-17c4-4867-9fbf-75317aa8fe6b-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>The next step is to determine what professional tax software is right for you. There are a number of important factors to consider when choosing software:</p><ul><li>Does the software you’re considering offer the forms you need to support your clients?</li><li>Does the software offer diagnostics to help you feel confident in the accuracy of the tax return?</li><li>Does the software provider offer a free trial so you can assess the ease of use of the software?</li><li>Does the software integrate with other key software that you may use, including accounting software, practice management software, a client portal, and more?</li><li>Are you interested in cloud-based tax preparation software to help you prepare returns from any device, anywhere, and to eliminate the need for manual software updates?</li><li>Does the software provider offer free onboarding, training and support on the software so you can quickly get and stay up to speed?</li><li>Would you benefit from a simple <a href="https://accountants.intuit.com/pay-per-return-pricing/" data-wa-link="body_ppr" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="pay-per-return package for low volumes of specific types of tax returns, or do you need a package that’s more economical for a larger number of returns?">pay-per-return package</a> for low volumes of specific types of tax returns, or do you need a package that’s more economical for a larger number of returns?</li></ul><p>Intuit® is the industry leader providing professional tax solutions for every budget and every style of practice. Whether you plan to prepare simple returns or complex returns, whether you prefer desktop solutions or online solutions, whether you plan to deliver professionally bound paper returns or tech-forward mobile device tax return delivery, Intuit can customize a solution as unique as you.</p><ul><li><a href="https://accountants.intuit.com/tax-online/" data-wa-link="body_ito" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="ProConnect Tax: ProConnect Tax is the #1 professional tax software on the cloud.* It is cutting-edge, web-based professional tax software dedicated to innovating, re-imagining and streamlining tax preparation. It saves you time, money and helps you work more efficiently.">ProConnect Tax</a>: ProConnect Tax is the #1 professional tax software on the cloud.* It is cutting-edge, web-based professional tax software dedicated to innovating, re-imagining and streamlining tax preparation. It saves you time, money and helps you work more efficiently.</li><li><a href="https://accountants.intuit.com/lacerte" data-wa-link="body_lc" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Lacerte Tax: Perfect for tax and accounting firms with individual and business clients, Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.">Lacerte Tax</a>: Perfect for tax and accounting firms with individual and business clients, Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.</li><li><a href="https://accountants.intuit.com/proseries/" data-wa-link="body_ps" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="ProSeries Tax: ProSeries helps you service your clients faster and confidently beyond just the tax return with easy-to-enter forms, extensive error-checking, integrated tax research, and automated client service tools. You get an end-to-end solution to help you handle and attract more clients, resulting in a more successful tax practice. For former TurboTax users, ProSeries is often an easy transition because of similarities in the product.">ProSeries Tax</a>: ProSeries helps you service your clients faster and confidently beyond just the tax return with easy-to-enter forms, extensive error-checking, integrated tax research, and automated client service tools. You get an end-to-end solution to help you handle and attract more clients, resulting in a more successful tax practice. For former TurboTax users, ProSeries is often an easy transition because of similarities in the product.</li></ul><p><a href="https://proconnect.intuit.com/community/help-articles/help/comparing-lacerte-and-proseries-and-proconnect-tax-online/00/4588" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Compare these Intuit professional software options to find out which may be the best fit for you">Compare these Intuit professional software options to find out which may be the best fit for you</a></p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-8da97d9c-c360-4895-b029-7fb1437c0d05-1" id="accordion-8da97d9c-c360-4895-b029-7fb1437c0d05-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="accordion" data-ui-object-detail="Consider other tools to help you streamline your workflow" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Consider other tools to help you streamline your workflow</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-8da97d9c-c360-4895-b029-7fb1437c0d05-1" aria-labelledby="accordion-8da97d9c-c360-4895-b029-7fb1437c0d05-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>In addition to this core software, Intuit and other companies offer other integrated tools to help you work efficiently and collaborate with your clients or saff from whatever you all are.</p><p>For working with your staff in a virtual office, Intuit offers <a href="https://accountants.intuit.com/desktop-hosting/" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="desktop hosting for Lacerte and ProSeries, as well as " data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-object-detail="">desktop hosting for Lacerte and ProSeries</a>, which provides the freedom and flexibility to work anytime, from anywhere.</p><p>For working with your clients in a virtual office, you can leverage <a href="https://accountants.intuit.com/link/" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Intuit Link as a client portal for document collection and management and " data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-object-detail="">Intuit Link</a> as a client portal for document collection and management and <a href="https://accountants.intuit.com/esignature/" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="eSignature to gather and track digital signatures on a wide-variety of tax forms and documents." data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-object-detail="">eSignature</a> to gather and track digital signatures on a wide-variety of tax forms and documents.</p><p>Finally, <a href="https://accountants.intuit.com/pay-by-refund/" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Intuit Pay-by-Refund gives you an easier way for clients to pay your preparation fee, ensuring that they get their refund and you get paid." data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-object-detail="">Intuit Pay-by-Refund</a> gives you an easier way for clients to pay your preparation fee, ensuring that they get their refund and you get paid.</p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-6da1a302-759d-4dbc-9931-3d731e720ac0-2" id="accordion-6da1a302-759d-4dbc-9931-3d731e720ac0-2" tabindex="0" data-tracking="accordion_item_3" data-ui-access-point="accordion" data-ui-object-detail="Ensure you stay up to date with continuing education" data-object="content" data-ui-object="accordion_item_3" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Ensure you stay up to date with continuing education</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-6da1a302-759d-4dbc-9931-3d731e720ac0-2" aria-labelledby="accordion-6da1a302-759d-4dbc-9931-3d731e720ac0-2" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Tax laws, technology and even client expectations are constantly changing, and it’s essential to stay up to date to run a successful practice. Intuit offers several resources in the <a href="https://accountants.intuit.com/training/" data-wa-link="body_training" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Intuit Accountants Training Center to help you continue learning, including live and recorded webinars (including many that offer free CPE credit), how-to videos and peer training via forums. We keep our customers up to date on the latest tax law changes and the impact they have on Intuit software, the latest technology updates, best practices to help keep your client’s data secure, how to grow your firm, and more.">Intuit Accountants Training Center</a> to help you continue learning, including live and recorded webinars (including many that offer free CPE credit), how-to videos and peer training via forums. We keep our customers up to date on the latest tax law changes and the impact they have on Intuit software, the latest technology updates, best practices to help keep your client’s data secure, how to grow your firm, and more.</p><p>Intuit Accountants also offers the <a href="http://accountants.intuit.com/taxprocenter/" data-wa-link="body_tpc" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Tax Pro Center — a collection of valuable content, including articles, infographics, and more, that provides insights on tax laws, building client relationships, and workflow efficiency to help you take your practice to the next level.">Tax Pro Center</a> — a collection of valuable content, including articles, infographics, and more, that provides insights on tax laws, building client relationships, and workflow efficiency to help you take your practice to the next level.</p><p>Lastly, trade associations, such as the National Association of Tax Professionals, as well as trade publications, such as <em>AccountingWeb</em>, <em>Accounting Today</em>, and <em>the Journal of Accountancy</em>, can help you stay educated on the latest in the profession.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>4. Grow your tax business</div></h3><div data-testid="spacer" class="Spacer_module_large__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-53f43299-6edf-42ee-a5a4-030581ab452b-0" id="accordion-53f43299-6edf-42ee-a5a4-030581ab452b-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Market yourself" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Market yourself</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-53f43299-6edf-42ee-a5a4-030581ab452b-0" aria-labelledby="accordion-53f43299-6edf-42ee-a5a4-030581ab452b-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>While there many ways to market your new practice, here are a few common ways that tax pros get the word out about their practices so that you can start to develop a plan around marketing your own practice:</p><ul><li><a href="https://accountants.intuit.com/taxprocenter/practice-management/how-to-refresh-your-firms-website-for-tax-season/" data-ui-access-point="" data-sku="" style="text-decoration-line: underline;" target="_blank" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Build a website: A website is a must-have for a business today. Use your website to tell your potential customers about you and your business model, and to list contact information. Our tax pros have found that it’s important to include your picture on the website, and that understanding SEO is also a key factor in success. Some of our other recommended marketing tactics below will cover additional ways to build out your website.">Build a website</a>: A website is a must-have for a business today. Use your website to tell your potential customers about you and your business model, and to list contact information. Our tax pros have found that it’s important to include your picture on the website, and that understanding SEO is also a key factor in success. Some of our other recommended marketing tactics below will cover additional ways to build out your website.</li><li><u>Connect on social media</u>: Social media can help you connect with potential clients and others in the industry, and develop a brand that represents your practice. Twitter, Facebook and LinkedIn are all great platforms to establish a social presence and connect with clients, peers and others in the industry, and some tax pros link to their social channels on their websites. With a large and growing number of social groups and communities online, finding trusted and useful online communities to turn to for networking, information and help can sometimes be a challenge, so read our article on “<a href="http://accountants.intuit.com/taxprocenter/practice-management/5-onlinesocial-communities-for-tax-professionals/" data-wa-link="body_tpc-onlineCommunities" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="5 Online and Social Communities for Tax Professionals” to get our recommendation on where to start.">5 Online and Social Communities for Tax Professionals</a>” to get our recommendation on where to start.</li><li><u>Network</u>: In-person networking is important to growing your business as well. Many states and some cities offer local tax and accounting associations. A few national associations such as the National Association of Tax Professionals (NATP) have local chapters, and major accounting organizations like the AICPA and the National Association of Enrolled Agents (NAEA) have national conferences every year to help you network with industry experts and earn continuing education credits. Don’t forget your business cards at home! <a href="http://accountants.intuit.com/taxprocenter/practice-management/5-reasons-you-should-join-a-professional-association/" data-wa-link="body_tpc-joinProAssoc" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Read our article on "5 Reasons you Should Join a Professional Association" to learn about more of the benefits.">Read our article on "5 Reasons you Should Join a Professional Association" to learn about more of the benefits.</a></li><li><u>Use content marketing</u>: From testimonials and case studies to articles that showcase your expertise, content marketing can be a way to stand out in the industry. You can host content marketing on your own site and share it via your social media channels to spread the word. Get lessons from a pro about how to use <a href="http://accountants.intuit.com/taxprocenter/practice-management/lessons-from-millennials-how-to-use-content-to-grow-your-practice/" data-wa-link="body_tpc-contentGrow" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="content marketing to grow your practice.">content marketing</a> to grow your practice.</li><li><u>Use direct marketing</u>: Flyers, brochures and emails can be helpful vehicles as you spread the word about your services. Some tax professionals include discounts and other incentives in their collateral. Consider advertising your services using bulletins distributed by community centers, churches, and grocery stores.</li><li><u>Ask existing clients for referrals</u>: Word of mouth is important to many clients who are looking for a tax pro, so don’t be afraid to ask your current clients for referrals. You may also consider rewarding clients for referrals with discounts or other incentives. If you don't have any clients yet, set up referral program with your friends and family. Let them know now you are starting tax business -- you can help them with theirs if they can refer some friends to you. Get tips on how to <a href="http://accountants.intuit.com/taxprocenter/practice-management/warning-taking-a-break-after-tax-season-could-ruin-your-practice/" data-wa-link="body_tpc-breakRuinPractice" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="ask for referrals.">ask for referrals</a>.</li><li><u>Partnerships</u>: Partner with other professionals who offer services that compliment, but don't compete, with yours. For example, you may be able to partner with an insurance agent, offering services to his or her customers while referring the agent to your clients who are looking for additional coverage.</li></ul><p><br></p></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-852f4ced-c63e-4da5-9260-2f2116b15a0f-1" id="accordion-852f4ced-c63e-4da5-9260-2f2116b15a0f-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="accordion" data-ui-object-detail="Expand your practice to serve small- and medium-sized businesses (SMBs)" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Expand your practice to serve small- and medium-sized businesses (SMBs)</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-852f4ced-c63e-4da5-9260-2f2116b15a0f-1" aria-labelledby="accordion-852f4ced-c63e-4da5-9260-2f2116b15a0f-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>To further help your business clients and generate another revenue stream, consider adding accounting and bookkeeping services to your practice’s offerings when you’re ready. Intuit’s <a href="https://quickbooks.intuit.com/accountants/" data-ui-access-point="" data-sku="" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="QuickBooks Online Accountants portfolio has many tools to help you grow your client base, sharpen your skills and become more efficient. By getting certified as a QuickBooks ProAdvisor, you earn perks like a free listing in the Find-A-ProAdvisor directory, free or discounted products for you and your clients, and preferential support.">QuickBooks Online Accountants portfolio</a> has many tools to help you grow your client base, sharpen your skills and become more efficient. By getting certified as a QuickBooks ProAdvisor, you earn perks like a free listing in the Find-A-ProAdvisor directory, free or discounted products for you and your clients, and preferential support.</p><p>For other marketing tips and resources to grow your practice, visit the <a href="https://quickbooks.intuit.com/accountants/resources/marketing-hub/" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Intuit Marketing Hub.">Intuit Marketing Hub.</a></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>5. Learn more</div></h3><div data-testid="spacer" class="Spacer_module_large__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-1817dea2-a2f7-437c-bb57-006330e87907-0" id="accordion-1817dea2-a2f7-437c-bb57-006330e87907-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Resources" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Resources</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-1817dea2-a2f7-437c-bb57-006330e87907-0" aria-labelledby="accordion-1817dea2-a2f7-437c-bb57-006330e87907-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><p>Download our "How to Start Your Tax Preparation Business" check list to guide you as you take the necessary steps to jumpstart your own tax preparation business.</p><p>Need more assistance? Learn more about <a href="https://accountants.intuit.com/" data-wa-link="body_whatsProConnect" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Intuit Accountants." data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">Intuit Accountants.</a></p><p>Visit the <a href="https://www.irs.gov/for-Tax-Pros" data-wa-link="body_irs-forTaxPros" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="IRS site for Tax Professionals for additional resources, including " data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">IRS site for Tax Professionals</a> for additional resources, including <a href="https://www.irs.gov/tax-professionals/stay-compliant" data-wa-link="body_circular230" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Circular 230 regarding “Regulations Governing Practice before the Internal Revenue Service.”" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-object-detail="">Circular 230</a> regarding “Regulations Governing Practice before the Internal Revenue Service.”</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/thumbnails/pcg-start-your-own-practice_checklist-thumbnail.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="2"><img class="Image_d4Colwidth__ad19fbe8 Image_t6Colwidth__ad19fbe8 Image_m8Colwidth__ad19fbe8 Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/thumbnails/pcg-start-your-own-practice_checklist-thumbnail.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/thumbnails/pcg-start-your-own-practice_checklist-thumbnail.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="2"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_primary__afa656cf align-left" aria-label="Download our "How to Start Your Tax Preparation Business" check list" target="_blank" href="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/content/pcg-start-your-own-tax-practice_Checklist_Final_2020-update.pdf" title="Download now" data-ui-access-point="" data-wa-link="body-content_downloadCheckList" data-ui-object-detail="Download now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><span class="Button_buttonText__afa656cf"><div>Download now</div></span></a></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5 ContainerItem_module_noPadding__05f0dad5 ContainerItem_module_noMargin__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_demi__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>6. What's next?</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-24320b76-ee10-4306-9b8f-610cb75d35c7-0" id="accordion-24320b76-ee10-4306-9b8f-610cb75d35c7-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="accordion" data-ui-object-detail="Read more" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div style="color:;font-size:16px;font-weight:400">Read more</div><div class="AccordionItem_blackArrow__d7242139"></div></button><div id="panel-24320b76-ee10-4306-9b8f-610cb75d35c7-0" aria-labelledby="accordion-24320b76-ee10-4306-9b8f-610cb75d35c7-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><br></p><ul><li><a href="http://accountants.intuit.com/taxprocenter/practice-management/how-do-you-know-when-its-time-to-start-your-own-firm/" data-wa-link="body_tpc-startOwnFirm" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="How do You Know When it’s Time to Start Your Own Firm?">How do You Know When it’s Time to Start Your Own Firm?</a></li><li><a href="http://accountants.intuit.com/taxprocenter/practice-management/should-you-stay-or-should-you-go-opening-your-own-practice/" data-wa-link="body_tpc-stayOrGo" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Should You Stay or Should You Go? Opening Your Own Practice.">Should You Stay or Should You Go? Opening Your Own Practice.</a></li><li><a href="http://accountants.intuit.com/taxprocenter/practice-management/training/best-places-to-find-cpe-and-ce-credits/" data-wa-link="body_placesCPE" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="The Best Places to Find CPE and CE Credits.">The Best Places to Find CPE and CE Credits.</a></li><li>Find more help on “<a href="http://quickbooks.intuit.com/r/how-to-start-a-business/" data-wa-link="body_qb-howToStartSMB" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="How to start a business” from QuickBooks.">How to start a business</a>” from QuickBooks.</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_grey08__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div></div></div></div></div></div></div><div><div class="core-block-container" data-testid="ReusableBlocks" data-tracking="reusable_blocks"><div role="contentinfo" data-testid="footer" data-tracking="footer" class="Footer_container__bc68543d"><div class="Footer_content__bc68543d"><div class="Footer_disclaimerContainer__bc68543d Footer_footerFw_Normal__bc68543d"><div data-testid="footerMenus" data-tracking="footer_menus" class="FooterMenus_bigMenu__3ef2f512"><div class="FooterMenus_flexColumn__3ef2f512"><div data-testid="footerMenuSection" data-tracking="footer_menu_section" class="FooterMenuSection_bigMenuColumn__1ee6fafc mlink-fontweight"><div class="FooterMenuSection_bigMenuTitle__1ee6fafc collapse">Tax software <span class="FooterMenuSection_menuArrow__1ee6fafc"></span></div><div class="FooterMenuSection_menuList__1ee6fafc"><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/tax-software/lacerte/" title="" rel="" aria-label="The gold standard for complex returns" data-ui-access-point="" data-wa-link="ftr_lc-overview" data-ui-object-detail="Intuit Lacerte Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Intuit Lacerte Tax</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/tax-software/tax-online/" title="" rel="" data-ui-access-point="" data-wa-link="ftr_ito-overview" data-ui-object-detail="Intuit ProConnect Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Intuit ProConnect Tax</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/tax-software/proseries/" title="" rel="" aria-label="Streamline your workflow and save time" data-ui-access-point="" data-wa-link="ftr_ps-overview" data-ui-object-detail="Intuit ProSeries Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Intuit ProSeries Tax</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/referral-program/" title="" rel="" aria-label="Earn up to $500 when you refer a friend" data-ui-access-point="" data-wa-link="ftr_referralProgram" data-ui-object-detail="Referral program" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Referral program</div></span></a></div></div></div></div><div class="FooterMenus_flexColumn__3ef2f512"><div data-testid="footerMenuSection" data-tracking="footer_menu_section" class="FooterMenuSection_bigMenuColumn__1ee6fafc mlink-fontweight"><div class="FooterMenuSection_bigMenuTitle__1ee6fafc collapse">Workflow add-ons <span class="FooterMenuSection_menuArrow__1ee6fafc"></span></div><div class="FooterMenuSection_menuList__1ee6fafc"><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/tax-advice-planning-for-professionals/" title="" rel="" aria-label="Create custom tax strategies for your clients" data-ui-access-point="" data-wa-link="ftr_workFlow-ita" data-ui-object-detail="Intuit Tax Advisor" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Intuit Tax Advisor</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/desktop-hosting/" title="" rel="" aria-label="Access your tax and business apps from anywhere" data-ui-access-point="" data-wa-link="ftr_workFlow-hosting" data-ui-object-detail="Hosting for Lacerte & ProSeries" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Hosting for Lacerte & ProSeries</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/esignature/" title="" rel="" aria-label="Get documents signed quickly and securely" data-ui-access-point="" data-wa-link="ftr_workFlow-eSig" data-ui-object-detail="eSignature" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>eSignature</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/protection-plus/" title="" rel="" aria-label="Protect your clients from an IRS audit" data-ui-access-point="" data-wa-link="ftr_workFlow-audit-assist" data-ui-object-detail="Protection Plus" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Protection Plus</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/pay-by-refund/" title="" rel="" aria-label="Flexible payment options with refund transfer" data-ui-access-point="" data-wa-link="ftr_workFlow-pbr" data-ui-object-detail="Pay-by-Refund" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Pay-by-Refund</div></span></a></div><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" href="https://accountants.intuit.com/tax-client-portal-for-accountants/" title="" rel="" aria-label="Send and receive documents securely" data-ui-access-point="" data-wa-link="ftr_workFlow-link" data-ui-object-detail="Intuit Link" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" ssrContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>Intuit Link</div></span></a></div></div></div></div><div class="FooterMenus_flexColumn__3ef2f512"><div data-testid="footerMenuSection" data-tracking="footer_menu_section" class="FooterMenuSection_bigMenuColumn__1ee6fafc mlink-fontweight"><div class="FooterMenuSection_bigMenuTitle__1ee6fafc collapse">Accounting solutions <span class="FooterMenuSection_menuArrow__1ee6fafc"></span></div><div class="FooterMenuSection_menuList__1ee6fafc"><div class="FooterMenuSection_menuItem__1ee6fafc"><a class="Link_link__ef683efb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" 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to Start a Professional Tax Practice","textAlignment":"center-aligned","as":"h1","colorOptions":"intuit-blue","heading":"heading-1","weight":"bold","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"regular","desktop":"regular","size":"small","mobile":"regular","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp class=\"ql-align-center\"\u003e\u003cspan class=\"ql-font-huge\"\u003eStarting your own professional tax practice is a unique and intricate process, with Internal Revenue Service (IRS) requirements and ever-changing laws adding to the complexity. Whether you are planning on becoming a solo practitioner or starting a larger practice, this page provides a detailed explanation of the steps you can take to start your own professional tax practice to help ease the process for you.\u003c/span\u003e\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":true,"tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"xlarge","desktop":"xlarge","size":"xlarge","mobile":"xlarge","stickyNavEnabled":false,"tracking":{}}}]}]},{"blockName":"qbmds/container","props":{"backgroundImage":{"tracking":{"fci-interaction":"","data-ui-object-detail":"","landing-page-type":"","data-refer-screen":"","data-ui-object":"image","data-sku":"","data-object-detail":"","data-ui-action":"clicked","data-ui-access-point":"","data-screen":"","data-wa-link":"","data-object":"content","data-scope-area":"","data-action":"interacted","data-refer-ui-access-point":""},"tabletOverrideWidth":"t-12-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-12-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-12-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":false,"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":""},"hideinTablet":false,"elevation":"none","noPadding":false,"blockName":"qbmds/container","bg":"grey08","noMargin":false,"hideinMobile":false,"childFluid":false,"hideinDesktop":false,"borderRadius":"none","isGradient":false,"fluid":true,"containerId":"","enableTwoColumViewInMobile":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/container-item","props":{"elevation":"none","padding":false,"noPadding":true,"fillWidth":true,"borderRadius":"none","bg":"transparent","paddingRight":false,"width":"wfill","fillHeight":false,"noMargin":true,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/heading","props":{"children":"1. Get registered","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"large","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Register your business with your state","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Register your business with your state","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOnce you have decided on a \u003ca href=\"http://accountants.intuit.com/taxprocenter/tax-law-and-news/choice-of-entity-for-small-business-owners/\" data-wa-link=\"body_tpc-entitySmbOwners\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"type of entity for your business, you can register your business with your state. A common way that small businesses register is by filing a Doing Business As (DBA) name with their state. This can be a simple way to become registered with your state without creating a formal business structure for your company. Another option is to form a limited liability company (LLC) or corporation for your business, which automatically registers your business with the state. Contact your state government to find more information about registering with your state.\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003etype of entity\u003c/a\u003e for your business, you can register your business with your state. A common way that small businesses register is by filing a Doing Business As (DBA) name with their state. This can be a simple way to become registered with your state without creating a formal business structure for your company. Another option is to form a limited liability company (LLC) or corporation for your business, which automatically registers your business with the state. Contact your state government to find more information about registering with your state.\u003c/p\u003e\u003cp\u003eSome business types may also require a Federal Employer Identification Number (EIN). While some states enable you to apply for an EIN during the business registration process, some states require a separate application.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Find out from the IRS if you need an EIN for your business","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Find out from the IRS if you need an EIN for your business","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.irs.gov/Businesses/Small-Businesses-\u0026-Self-Employed/Do-You-Need-an-EIN\" data-wa-link=\"body-content_doINeedEIN\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Click here to see if you need an EIN. Some cities may require additional registration, licenses or permits, so please contact your county clerk for additional information.\" data-ui-access-point=\"\" data-sku=\"\" style=\"color: #0077C5;\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eClick here\u003c/a\u003e to see if you need an EIN. Some cities may require additional registration, licenses or permits, so please contact your county clerk for additional information.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Obtain an Electronic Filing Identification Number (EFIN) from the IRS","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Obtain an Electronic Filing Identification Number (EFIN) from the IRS","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cp\u003e\n\t\u003cbr\u003e\n\u003c/p\u003e\n\u003cp\u003eThe IRS requires that all tax preparers or firms filing 11 or more returns must electronically file. Before you can electronically file tax returns, you or your firm must apply to become an Authorized e-file Provider with the IRS and obtain an electronic filing identification number (EFIN). You will need to complete a separate EFIN application for each location from which your business will electronically file returns. Once you have submitted your application to become an Authorized e-file Provider, non-certified professionals will need to send a fingerprint set to the IRS so they can administer a suitability check. This may include a credit check, a criminal background check, a tax compliance check and a check for previous non-compliance with IRS e-file requirements. This process may take up to 45 days. There is no fee to obtain an EFIN.\u003c/p\u003e\n\u003cp\u003eTo begin the application process, create an IRS e-services account, and then fill out your e-file application online. First, you will supply identification information for your firm. Next, you will enter information about each principal and responsible official in your organization. You choose your e-file provider option. If you are a return preparer and want to e-file for clients, select electronic return originator, or ERO. If the principal or responsible official is someone who is certified or licensed, such as an attorney, CPA or enrolled agent, they must enter current professional status information. All other individuals need to provide fingerprints to the IRS. You can find the most up-to-date information about the EFIN application process on the IRS \"\u003ca href=\"https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider\" data-wa-link=\"body_becomeEfileProviderWebpage\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Become an Authorized e-file Provider webpage\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eBecome an Authorized e-file Provider\u003c/a\u003e\" webpage.\u003c/p\u003e\n\u003cp\u003eIt’s important to note that some states require e-file providers to submit a separate enrollment application for authorization to e-file individual or business tax returns. Check with relevant state tax agencies to understand state-level e-file requirements.\u003c/p\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Obtain a Preparer Tax Identification Number (PTIN) from the IRS","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"","data-ui-object-detail":"Obtain a Preparer Tax Identification Number (PTIN) from the IRS","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAnyone who prepares or assists in the preparation of federal tax returns for compensation must have a valid preparer tax identification number (PTIN). The IRS issues PTINs to anyone authorized to legally prepare and defend tax documents for individuals and companies. PTINs expire and need to be renewed every year. If you are starting a firm, keep in mind that PTINs cannot be shared by a firm. Every paid preparer must have their own PTIN before they can assist in preparing federal tax returns.\u003c/p\u003e\u003cp\u003eTo obtain a PTIN number, you can register on the \u003ca href=\"https://www.irs.gov/Tax-Professionals/PTIN-Requirements-for-Tax-Return-Preparers\" data-wa-link=\"body_irs-ptin\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"IRS website. Applying online takes about 15 minutes.\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eIRS website\u003c/a\u003e. Applying online takes about 15 minutes.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]}]}]}]},{"blockName":"qbmds/container","props":{"backgroundImage":{"tracking":{"fci-interaction":"","data-ui-object-detail":"","landing-page-type":"","data-refer-screen":"","data-ui-object":"image","data-sku":"","data-object-detail":"","data-ui-action":"clicked","data-ui-access-point":"","data-screen":"","data-wa-link":"","data-object":"content","data-scope-area":"","data-action":"interacted","data-refer-ui-access-point":""},"tabletOverrideWidth":"t-12-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-12-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-12-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":false,"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":""},"hideinTablet":false,"elevation":"none","noPadding":false,"blockName":"qbmds/container","bg":"grey08","noMargin":false,"hideinMobile":false,"childFluid":false,"hideinDesktop":false,"borderRadius":"none","isGradient":false,"fluid":true,"containerId":"","enableTwoColumViewInMobile":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/container-item","props":{"elevation":"none","padding":false,"noPadding":true,"fillWidth":true,"borderRadius":"none","bg":"transparent","paddingRight":false,"width":"wfill","fillHeight":false,"noMargin":true,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/spacer","props":{"text":"","tablet":"xlarge","desktop":"xlarge","size":"small","mobile":"xlarge","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/heading","props":{"children":"2. Define your tax practice","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"small","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Determine your business model","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Determine your business model","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe next challenge is determining how your business will bring in revenue, or what your business model will be. Will you provide year-around advisory and/or accounting services to your clients in addition to your tax expertise, or will you be a tax practice that operates on a largely seasonal basis? Within your tax practice, will you focus on business tax, individual tax, or both? And, what kind of clients do you want if you could choose? If you will offer business tax services, you could become an expert in certain \u003ca href=\"https://accountants.intuit.com/taxprocenter/tag/industries/\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"industries or businesses of a specific size; if you will offer individual tax services, will you focus on high-net-worth individuals, self-employed clients, or perhaps target your services more broadly?\"\u003eindustries\u003c/a\u003e or businesses of a specific size; if you will offer individual tax services, will you focus on high-net-worth individuals, self-employed clients, or perhaps target your services more broadly?\u003c/p\u003e\u003cp\u003eThis is also the time to determine where your practice will be located. Will you open a dedicated office, share an office space, work from home, or use a virtual office?\u003c/p\u003e\u003cp\u003eIt's important to make decisions on these elements of your business model now so that you can choose the right professional tax software and tools as well as marketing tools for your practice.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Pricing Your Tax Services","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Pricing Your Tax Services","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUse this \u003ca href=\"https://accountants.intuit.com/fee-wizard/calculate-your-tax-fees/\" data-wa-link=\"body-content_taxFeeWizard target=\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Tax Fee Wizard to help benchmark and price your tax services. The wizard will give you the average price that pros with similar designations and years of experience charge for their tax preparation services, though you may want to adjust your pricing based on several other factors, including clients’ form complexity, your costs of doing business, your pricing strategy, and whether you offer the added value of year-round services.\"\u003eTax Fee Wizard\u003c/a\u003e to help benchmark and price your tax services. The wizard will give you the average price that pros with similar designations and years of experience charge for their tax preparation services, though you may want to adjust your pricing based on several other factors, including clients’ form complexity, your costs of doing business, your pricing strategy, and whether you offer the added value of year-round services.\u003c/p\u003e\u003cp\u003eIf you’re unsure about the best model for you and your practice, talk to one of our experts for tips and advice. Making these decisions early on will help you make other important decisions down the road.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Understand tax certification options","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Understand tax certification options","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eProspective clients appreciate credentials, and there are many education and credential options for you and your new tax business, including certification in the IRS Annual Filing Program, education and certification from The Income Tax School, the IRS Enrolled Agent program for preparers who plan to represent clients in examinations, or even a Certified Public Accountant certificate for degreed accountants who plan to issue financial statements.\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003ca href=\"https://www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program\" data-wa-link=\"body_irs-filingSeason\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"The IRS Annual Filing Season Program: This program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.\"\u003eThe IRS Annual Filing Season Program\u003c/a\u003e: This program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.\u003c/li\u003e\u003cli\u003e\u003ca href=\"http://www.theincometaxschool.com/\" data-wa-link=\"body_incomeSchool\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"The Income Tax School: The Income Tax School provides Chartered Tax Professional, Chartered Tax Consultant and Chartered Tax Advisor certificate programs.\"\u003eThe Income Tax School\u003c/a\u003e: The Income Tax School provides Chartered Tax Professional, Chartered Tax Consultant and Chartered Tax Advisor certificate programs.\u003c/li\u003e\u003cli\u003e\u003cu\u003eEnrolled Agents (EAs)\u003c/u\u003e: An Enrolled Agent is a person licensed by the Internal Revenue Service required to pass a suitability check, take an extensive test covering individual and business taxes as well as representation issues, and undergo 72 hours of additional education every three years. They have the most extensive licensing provided by the IRS, valid across the entire country.\u003c/li\u003e\u003cli\u003e\u003cu\u003eCertified Public Accountants (CPAs)\u003c/u\u003e: CPAs are licensed by states or U.S. territories, and must pass the Uniform CPA Examination. Each state or territory establishes additional tax preparation requirements like education and review of certification requirements as well. Many CPAs will specialize in tax planning or preparation of returns.\u003c/li\u003e\u003cli\u003e\u003cu\u003eTax attorneys\u003c/u\u003e:\u003cstrong\u003e \u003c/strong\u003eAttorneys must be licensed by a state court or state bar after having earned a law degree and passed the bar exam. Not only are attorneys a registered tax return preparer, they also can prepare a legal defense for a client involved in a tax-related court case, even for taxes they did not prepare.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003eSome states, including \u003ca href=\"https://www.oregon.gov/obtp/Pages/ExamRequirements.aspx\" data-wa-link=\"body_oregon-license\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Oregon, \"\u003eOregon\u003c/a\u003e, \u003ca href=\"https://www.ftb.ca.gov/tax-pros/california-tax-education-council.html\" data-wa-link=\"body_calif-taxPreparers\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"California, \"\u003eCalifornia\u003c/a\u003e, \u003ca href=\"http://dllr.maryland.gov/license/taxprep/taxpreplic.shtml\" data-wa-link=\"body_maryand-taxPreparers\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Maryland and \"\u003eMaryland\u003c/a\u003e and \u003ca href=\"https://www.tax.ny.gov/tp/reg/tpregmore.htm\" data-wa-link=\"body_newyork-taxPreparers\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"New York, have their own certification or registration requirements for professional tax preparers. Check with your state to find out if they have any additional regulations. \"\u003eNew York\u003c/a\u003e, have their own certification or registration requirements for professional tax preparers. Check with your state to find out if they have any additional regulations. \u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]}]}]}]},{"blockName":"qbmds/container","props":{"backgroundImage":{"tracking":{"fci-interaction":"","data-ui-object-detail":"","landing-page-type":"","data-refer-screen":"","data-ui-object":"image","data-sku":"","data-object-detail":"","data-ui-action":"clicked","data-ui-access-point":"","data-screen":"","data-wa-link":"","data-object":"content","data-scope-area":"","data-action":"interacted","data-refer-ui-access-point":""},"tabletOverrideWidth":"t-12-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-12-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-12-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":false,"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":""},"hideinTablet":false,"elevation":"none","noPadding":false,"blockName":"qbmds/container","bg":"grey08","noMargin":false,"hideinMobile":false,"childFluid":false,"hideinDesktop":false,"borderRadius":"none","isGradient":false,"fluid":true,"containerId":"","enableTwoColumViewInMobile":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/container-item","props":{"elevation":"none","padding":false,"noPadding":true,"fillWidth":true,"borderRadius":"none","bg":"transparent","paddingRight":false,"width":"wfill","fillHeight":false,"noMargin":true,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/spacer","props":{"text":"","tablet":"xlarge","desktop":"xlarge","size":"xlarge","mobile":"xlarge","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/heading","props":{"children":"3. Get tools to streamline tax preparation","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"large","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Consider which professional tax software is right for your business","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Consider which professional tax software is right for your business","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe next step is to determine what professional tax software is right for you. There are a number of important factors to consider when choosing software:\u003c/p\u003e\u003cul\u003e\u003cli\u003eDoes the software you’re considering offer the forms you need to support your clients?\u003c/li\u003e\u003cli\u003eDoes the software offer diagnostics to help you feel confident in the accuracy of the tax return?\u003c/li\u003e\u003cli\u003eDoes the software provider offer a free trial so you can assess the ease of use of the software?\u003c/li\u003e\u003cli\u003eDoes the software integrate with other key software that you may use, including accounting software, practice management software, a client portal, and more?\u003c/li\u003e\u003cli\u003eAre you interested in cloud-based tax preparation software to help you prepare returns from any device, anywhere, and to eliminate the need for manual software updates?\u003c/li\u003e\u003cli\u003eDoes the software provider offer free onboarding, training and support on the software so you can quickly get and stay up to speed?\u003c/li\u003e\u003cli\u003eWould you benefit from a simple \u003ca href=\"https://accountants.intuit.com/pay-per-return-pricing/\" data-wa-link=\"body_ppr\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"pay-per-return package for low volumes of specific types of tax returns, or do you need a package that’s more economical for a larger number of returns?\"\u003epay-per-return package\u003c/a\u003e for low volumes of specific types of tax returns, or do you need a package that’s more economical for a larger number of returns?\u003c/li\u003e\u003c/ul\u003e\u003cp\u003eIntuit® is the industry leader providing professional tax solutions for every budget and every style of practice. Whether you plan to prepare simple returns or complex returns, whether you prefer desktop solutions or online solutions, whether you plan to deliver professionally bound paper returns or tech-forward mobile device tax return delivery, Intuit can customize a solution as unique as you.\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003ca href=\"https://accountants.intuit.com/tax-online/\" data-wa-link=\"body_ito\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"ProConnect Tax: ProConnect Tax is the #1 professional tax software on the cloud.* It is cutting-edge, web-based professional tax software dedicated to innovating, re-imagining and streamlining tax preparation. It saves you time, money and helps you work more efficiently.\"\u003eProConnect Tax\u003c/a\u003e: ProConnect Tax is the #1 professional tax software on the cloud.* It is cutting-edge, web-based professional tax software dedicated to innovating, re-imagining and streamlining tax preparation. It saves you time, money and helps you work more efficiently.\u003c/li\u003e\u003cli\u003e\u003ca href=\"https://accountants.intuit.com/lacerte\" data-wa-link=\"body_lc\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Lacerte Tax: Perfect for tax and accounting firms with individual and business clients, Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.\"\u003eLacerte Tax\u003c/a\u003e: Perfect for tax and accounting firms with individual and business clients, Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.\u003c/li\u003e\u003cli\u003e\u003ca href=\"https://accountants.intuit.com/proseries/\" data-wa-link=\"body_ps\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"ProSeries Tax: ProSeries helps you service your clients faster and confidently beyond just the tax return with easy-to-enter forms, extensive error-checking, integrated tax research, and automated client service tools. You get an end-to-end solution to help you handle and attract more clients, resulting in a more successful tax practice. For former TurboTax users, ProSeries is often an easy transition because of similarities in the product.\"\u003eProSeries Tax\u003c/a\u003e: ProSeries helps you service your clients faster and confidently beyond just the tax return with easy-to-enter forms, extensive error-checking, integrated tax research, and automated client service tools. You get an end-to-end solution to help you handle and attract more clients, resulting in a more successful tax practice. For former TurboTax users, ProSeries is often an easy transition because of similarities in the product.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003ca href=\"https://proconnect.intuit.com/community/help-articles/help/comparing-lacerte-and-proseries-and-proconnect-tax-online/00/4588\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Compare these Intuit professional software options to find out which may be the best fit for you\"\u003eCompare these Intuit professional software options to find out which may be the best fit for you\u003c/a\u003e\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Consider other tools to help you streamline your workflow","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Consider other tools to help you streamline your workflow","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eIn addition to this core software, Intuit and other companies offer other integrated tools to help you work efficiently and collaborate with your clients or saff from whatever you all are.\u003c/p\u003e\u003cp\u003eFor working with your staff in a virtual office, Intuit offers \u003ca href=\"https://accountants.intuit.com/desktop-hosting/\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"desktop hosting for Lacerte and ProSeries, as well as \" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-object-detail=\"\"\u003edesktop hosting for Lacerte and ProSeries\u003c/a\u003e, which provides the freedom and flexibility to work anytime, from anywhere.\u003c/p\u003e\u003cp\u003eFor working with your clients in a virtual office, you can leverage \u003ca href=\"https://accountants.intuit.com/link/\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Intuit Link as a client portal for document collection and management and \" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-object-detail=\"\"\u003eIntuit Link\u003c/a\u003e as a client portal for document collection and management and \u003ca href=\"https://accountants.intuit.com/esignature/\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"eSignature to gather and track digital signatures on a wide-variety of tax forms and documents.\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-object-detail=\"\"\u003eeSignature\u003c/a\u003e to gather and track digital signatures on a wide-variety of tax forms and documents.\u003c/p\u003e\u003cp\u003eFinally, \u003ca href=\"https://accountants.intuit.com/pay-by-refund/\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Intuit Pay-by-Refund gives you an easier way for clients to pay your preparation fee, ensuring that they get their refund and you get paid.\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-object-detail=\"\"\u003eIntuit Pay-by-Refund\u003c/a\u003e gives you an easier way for clients to pay your preparation fee, ensuring that they get their refund and you get paid.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Ensure you stay up to date with continuing education","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Ensure you stay up to date with continuing education","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTax laws, technology and even client expectations are constantly changing, and it’s essential to stay up to date to run a successful practice. Intuit offers several resources in the \u003ca href=\"https://accountants.intuit.com/training/\" data-wa-link=\"body_training\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Intuit Accountants Training Center to help you continue learning, including live and recorded webinars (including many that offer free CPE credit), how-to videos and peer training via forums. We keep our customers up to date on the latest tax law changes and the impact they have on Intuit software, the latest technology updates, best practices to help keep your client’s data secure, how to grow your firm, and more.\"\u003eIntuit Accountants Training Center\u003c/a\u003e to help you continue learning, including live and recorded webinars (including many that offer free CPE credit), how-to videos and peer training via forums. We keep our customers up to date on the latest tax law changes and the impact they have on Intuit software, the latest technology updates, best practices to help keep your client’s data secure, how to grow your firm, and more.\u003c/p\u003e\u003cp\u003eIntuit Accountants also offers the \u003ca href=\"http://accountants.intuit.com/taxprocenter/\" data-wa-link=\"body_tpc\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Tax Pro Center — a collection of valuable content, including articles, infographics, and more, that provides insights on tax laws, building client relationships, and workflow efficiency to help you take your practice to the next level.\"\u003eTax Pro Center\u003c/a\u003e — a collection of valuable content, including articles, infographics, and more, that provides insights on tax laws, building client relationships, and workflow efficiency to help you take your practice to the next level.\u003c/p\u003e\u003cp\u003eLastly, trade associations, such as the National Association of Tax Professionals, as well as trade publications, such as \u003cem\u003eAccountingWeb\u003c/em\u003e, \u003cem\u003eAccounting Today\u003c/em\u003e, and \u003cem\u003ethe Journal of Accountancy\u003c/em\u003e, can help you stay educated on the latest in the profession.\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]}]}]}]},{"blockName":"qbmds/container","props":{"backgroundImage":{"tracking":{"fci-interaction":"","data-ui-object-detail":"","landing-page-type":"","data-refer-screen":"","data-ui-object":"image","data-sku":"","data-object-detail":"","data-ui-action":"clicked","data-ui-access-point":"","data-screen":"","data-wa-link":"","data-object":"content","data-scope-area":"","data-action":"interacted","data-refer-ui-access-point":""},"tabletOverrideWidth":"t-12-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-12-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-12-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":false,"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":""},"hideinTablet":false,"elevation":"none","noPadding":false,"blockName":"qbmds/container","bg":"grey08","noMargin":false,"hideinMobile":false,"childFluid":false,"hideinDesktop":false,"borderRadius":"none","isGradient":false,"fluid":true,"containerId":"","enableTwoColumViewInMobile":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/container-item","props":{"elevation":"none","padding":false,"noPadding":true,"fillWidth":true,"borderRadius":"none","bg":"transparent","paddingRight":false,"width":"wfill","fillHeight":false,"noMargin":true,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/spacer","props":{"text":"","tablet":"xlarge","desktop":"xlarge","size":"xlarge","mobile":"xlarge","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/heading","props":{"children":"4. Grow your tax business","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"large","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Market yourself","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Market yourself","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWhile there many ways to market your new practice, here are a few common ways that tax pros get the word out about their practices so that you can start to develop a plan around marketing your own practice:\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003ca href=\"https://accountants.intuit.com/taxprocenter/practice-management/how-to-refresh-your-firms-website-for-tax-season/\" data-ui-access-point=\"\" data-sku=\"\" style=\"text-decoration-line: underline;\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Build a website: A website is a must-have for a business today. Use your website to tell your potential customers about you and your business model, and to list contact information. Our tax pros have found that it’s important to include your picture on the website, and that understanding SEO is also a key factor in success. Some of our other recommended marketing tactics below will cover additional ways to build out your website.\"\u003eBuild a website\u003c/a\u003e: A website is a must-have for a business today. Use your website to tell your potential customers about you and your business model, and to list contact information. Our tax pros have found that it’s important to include your picture on the website, and that understanding SEO is also a key factor in success. Some of our other recommended marketing tactics below will cover additional ways to build out your website.\u003c/li\u003e\u003cli\u003e\u003cu\u003eConnect on social media\u003c/u\u003e: Social media can help you connect with potential clients and others in the industry, and develop a brand that represents your practice. Twitter, Facebook and LinkedIn are all great platforms to establish a social presence and connect with clients, peers and others in the industry, and some tax pros link to their social channels on their websites. With a large and growing number of social groups and communities online, finding trusted and useful online communities to turn to for networking, information and help can sometimes be a challenge, so read our article on “\u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/5-onlinesocial-communities-for-tax-professionals/\" data-wa-link=\"body_tpc-onlineCommunities\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"5 Online and Social Communities for Tax Professionals” to get our recommendation on where to start.\"\u003e5 Online and Social Communities for Tax Professionals\u003c/a\u003e” to get our recommendation on where to start.\u003c/li\u003e\u003cli\u003e\u003cu\u003eNetwork\u003c/u\u003e: In-person networking is important to growing your business as well. Many states and some cities offer local tax and accounting associations. A few national associations such as the National Association of Tax Professionals (NATP) have local chapters, and major accounting organizations like the AICPA and the National Association of Enrolled Agents (NAEA) have national conferences every year to help you network with industry experts and earn continuing education credits. Don’t forget your business cards at home! \u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/5-reasons-you-should-join-a-professional-association/\" data-wa-link=\"body_tpc-joinProAssoc\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Read our article on \"5 Reasons you Should Join a Professional Association\" to learn about more of the benefits.\"\u003eRead our article on \"5 Reasons you Should Join a Professional Association\" to learn about more of the benefits.\u003c/a\u003e\u003c/li\u003e\u003cli\u003e\u003cu\u003eUse content marketing\u003c/u\u003e: From testimonials and case studies to articles that showcase your expertise, content marketing can be a way to stand out in the industry. You can host content marketing on your own site and share it via your social media channels to spread the word. Get lessons from a pro about how to use \u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/lessons-from-millennials-how-to-use-content-to-grow-your-practice/\" data-wa-link=\"body_tpc-contentGrow\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"content marketing to grow your practice.\"\u003econtent marketing\u003c/a\u003e to grow your practice.\u003c/li\u003e\u003cli\u003e\u003cu\u003eUse direct marketing\u003c/u\u003e: Flyers, brochures and emails can be helpful vehicles as you spread the word about your services. Some tax professionals include discounts and other incentives in their collateral. Consider advertising your services using bulletins distributed by community centers, churches, and grocery stores.\u003c/li\u003e\u003cli\u003e\u003cu\u003eAsk existing clients for referrals\u003c/u\u003e: Word of mouth is important to many clients who are looking for a tax pro, so don’t be afraid to ask your current clients for referrals. You may also consider rewarding clients for referrals with discounts or other incentives. If you don't have any clients yet, set up referral program with your friends and family. Let them know now you are starting tax business -- you can help them with theirs if they can refer some friends to you. Get tips on how to \u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/warning-taking-a-break-after-tax-season-could-ruin-your-practice/\" data-wa-link=\"body_tpc-breakRuinPractice\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"ask for referrals.\"\u003eask for referrals\u003c/a\u003e.\u003c/li\u003e\u003cli\u003e\u003cu\u003ePartnerships\u003c/u\u003e: Partner with other professionals who offer services that compliment, but don't compete, with yours. For example, you may be able to partner with an insurance agent, offering services to his or her customers while referring the agent to your clients who are looking for additional coverage.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Expand your practice to serve small- and medium-sized businesses (SMBs)","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Expand your practice to serve small- and medium-sized businesses (SMBs)","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTo further help your business clients and generate another revenue stream, consider adding accounting and bookkeeping services to your practice’s offerings when you’re ready. Intuit’s \u003ca href=\"https://quickbooks.intuit.com/accountants/\" data-ui-access-point=\"\" data-sku=\"\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"QuickBooks Online Accountants portfolio has many tools to help you grow your client base, sharpen your skills and become more efficient. By getting certified as a QuickBooks ProAdvisor, you earn perks like a free listing in the Find-A-ProAdvisor directory, free or discounted products for you and your clients, and preferential support.\"\u003eQuickBooks Online Accountants portfolio\u003c/a\u003e has many tools to help you grow your client base, sharpen your skills and become more efficient. By getting certified as a QuickBooks ProAdvisor, you earn perks like a free listing in the Find-A-ProAdvisor directory, free or discounted products for you and your clients, and preferential support.\u003c/p\u003e\u003cp\u003eFor other marketing tips and resources to grow your practice, visit the \u003ca href=\"https://quickbooks.intuit.com/accountants/resources/marketing-hub/\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Intuit Marketing Hub.\"\u003eIntuit Marketing Hub.\u003c/a\u003e\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]}]}]}]},{"blockName":"qbmds/container","props":{"backgroundImage":{"tracking":{"fci-interaction":"","data-ui-object-detail":"","landing-page-type":"","data-refer-screen":"","data-ui-object":"image","data-sku":"","data-object-detail":"","data-ui-action":"clicked","data-ui-access-point":"","data-screen":"","data-wa-link":"","data-object":"content","data-scope-area":"","data-action":"interacted","data-refer-ui-access-point":""},"tabletOverrideWidth":"t-12-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-12-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-12-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":false,"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":""},"hideinTablet":false,"elevation":"none","noPadding":false,"blockName":"qbmds/container","bg":"grey08","noMargin":false,"hideinMobile":false,"childFluid":false,"hideinDesktop":false,"borderRadius":"none","isGradient":false,"fluid":true,"containerId":"","enableTwoColumViewInMobile":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/container-item","props":{"elevation":"none","padding":false,"noPadding":true,"fillWidth":true,"borderRadius":"none","bg":"transparent","paddingRight":false,"width":"wfill","fillHeight":false,"noMargin":true,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/spacer","props":{"text":"","tablet":"xlarge","desktop":"xlarge","size":"xlarge","mobile":"xlarge","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/heading","props":{"children":"5. Learn more","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"large","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Resources","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Resources","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDownload our \"How to Start Your Tax Preparation Business\" check list to guide you as you take the necessary steps to jumpstart your own tax preparation business.\u003c/p\u003e\u003cp\u003eNeed more assistance? Learn more about \u003ca href=\"https://accountants.intuit.com/\" data-wa-link=\"body_whatsProConnect\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Intuit Accountants.\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eIntuit Accountants.\u003c/a\u003e\u003c/p\u003e\u003cp\u003eVisit the \u003ca href=\"https://www.irs.gov/for-Tax-Pros\" data-wa-link=\"body_irs-forTaxPros\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"IRS site for Tax Professionals for additional resources, including \" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eIRS site for Tax Professionals\u003c/a\u003e for additional resources, including \u003ca href=\"https://www.irs.gov/tax-professionals/stay-compliant\" data-wa-link=\"body_circular230\" data-action=\"interacted\" data-object=\"content\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Circular 230 regarding “Regulations Governing Practice before the Internal Revenue Service.”\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-object-detail=\"\"\u003eCircular 230\u003c/a\u003e regarding “Regulations Governing Practice before the Internal Revenue Service.”\u003c/p\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"small","desktop":"small","size":"small","mobile":"small","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/image","props":{"originalLqipUrl":"","dynamicMediaEnabled":false,"mobileMediaFileType":"","imagesPreloadConfig":"","mediaDesktopThumbnail":"https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/thumbnails/pcg-start-your-own-practice_checklist-thumbnail.png","desktopMediaFileQuality":70,"mobileOriginalMediaUrl":"","mobileMediaFileQuality":70,"mediaTabletThumbnail":"","tabletMediaFileQuality":70,"mediaMobileThumbnail":"","children":"","tabletMediaFileType":"","linkUrl":"","mobileMediaDynamicUrl":"","shouldProgressiveLoad":true,"mediaMobileUrl":"","tabletMediaDynamicUrl":"","desktopMediaDynamicUrl":"","tabletOriginalMediaUrl":"","mediaDesktopUrl":"https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/thumbnails/pcg-start-your-own-practice_checklist-thumbnail.png","desktopOriginalMediaUrl":"","mediaPlaceholderUrl":"","enableDMLqip":false,"mediaTabletUrl":"","desktopMediaFileType":"","tabletOverrideWidth":"t-6-col","deskHideImg":false,"showOverrideHeightOptions":false,"tabletHideImg":false,"tabletOverrideHeight":"t-height-default","mobileOverrideWidth":"m-8-col","desktopOverrideHeight":"d-height-default","circular":false,"desktopOverrideWidth":"d-4-col","lazyLoad":true,"mobileOverrideHeight":"m-height-default","mobileHideImg":false,"alignment":"align-left","showOverrideOptions":true,"tracking":{"data-ui-access-point":"","data-ui-object-detail":"Image Title","data-object":"content","data-ui-object":"image","data-sku":"","data-action":"interacted","data-ui-action":"clicked"}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"small","desktop":"small","size":"small","mobile":"small","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/button","props":{"disclaimerButtonClass":"","isSandboxPubsub":false,"children":"Download now","isDisclaimerLink":false,"href":"https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/content/pcg-start-your-own-tax-practice_Checklist_Final_2020-update.pdf","title":"Download now","ariaLabel":"Download our \"How to Start Your Tax Preparation Business\" check 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What's next?","textAlignment":"left-aligned","as":"h3","colorOptions":"intuit-blue","heading":"heading-3","weight":"demi","tracking":{}}},{"blockName":"qbmds/spacer","props":{"text":"","tablet":"large","desktop":"large","size":"small","mobile":"large","stickyNavEnabled":false,"tracking":{}}},{"blockName":"qbmds/accordion","props":{"enableSeoSchema":false,"expandAllCopy":"Expand All","collapseAllCopy":"Collapse All","icon":"black-arrow","borderColor":"","titleColor":"","titleFontSize":"16px","titleFontWeight":"400","onlyOneExpanded":false,"showExpandControls":false,"removePadding":false,"tracking":{}},"innerBlocks":[{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"Read more","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"accordion","data-ui-object-detail":"Read more","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/how-do-you-know-when-its-time-to-start-your-own-firm/\" data-wa-link=\"body_tpc-startOwnFirm\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"How do You Know When it’s Time to Start Your Own Firm?\"\u003eHow do You Know When it’s Time to Start Your Own Firm?\u003c/a\u003e\u003c/li\u003e\u003cli\u003e\u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/should-you-stay-or-should-you-go-opening-your-own-practice/\" data-wa-link=\"body_tpc-stayOrGo\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"Should You Stay or Should You Go? Opening Your Own Practice.\"\u003eShould You Stay or Should You Go? Opening Your Own Practice.\u003c/a\u003e\u003c/li\u003e\u003cli\u003e\u003ca href=\"http://accountants.intuit.com/taxprocenter/practice-management/training/best-places-to-find-cpe-and-ce-credits/\" data-wa-link=\"body_placesCPE\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"The Best Places to Find CPE and CE Credits.\"\u003eThe Best Places to Find CPE and CE Credits.\u003c/a\u003e\u003c/li\u003e\u003cli\u003eFind more help on “\u003ca href=\"http://quickbooks.intuit.com/r/how-to-start-a-business/\" data-wa-link=\"body_qb-howToStartSMB\" data-ui-access-point=\"\" data-sku=\"\" target=\"_blank\" rel=\"noopener noreferrer\" data-action=\"interacted\" data-object=\"content\" data-object-detail=\"\" data-ui-action=\"clicked\" data-ui-object=\"link\" data-ui-object-detail=\"How to start a business” from 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