Starting Your Tax Practice?

Explore resources from TaxAct Professional and others curated from outside sources to get your practice up and running quickly.


Are you ready to start your tax practice?

It’s not as simple as hanging an open sign in your office window. In this e-book, we offer tips to walk you through forming your business, building your practice, and growing it with marketing strategies.

Whether you want to start and stay a solo practitioner or you have dreams of growing a larger firm, these first steps will put you on the right path.

Sales/Marketing for New Firms (3)

Using Traditional Marketing
to Gain Leads

Becky Livingston from CPA Practice Advisor, talks about how you can still use traditional marketing efforts to meet your goals, even in a world that is passionate about all things Social Media. Read this article for more information on maintaining your brands identity, while still keeping in mind "creative, design, placement, target market, and use."

Sales and Marketing
Book Recommendations

Starting your own practice can be difficult, especially if you have limited experience in the world of sales and marketing. In this video, we will share a few books for you to read and learn about taking your new firm's sales and marketing efforts to the next level.

8 Skills the Top 5% of Sales Professionals Possess

What are the most important skills for sales professionals to possess? Lori Richardson, CEO at Women Sales Pros and Executive Producer James Carbary breaks down these eight proven skills the top 5% of sales pros have. Take a moment to see how you can apply her knowledge to your new practice.

How to Be a Good Leader (2)

Learn How To
Handle Conflict Well

Listen as John Bower explains how to deal with conflict in a way that benefits you and the other party involved. As John points out, emotions buried alive never die. This is a powerful video that will help guide your interactions with your clients, as you kickstart your new practice.

How Good Leaders
Create a Safe
Work Environment

Simon Sinek, a Management Theorist, talks about how good leaders work to make their team feel safe. Watch this video and learn how you can ensure your team feels this way, from the moment you open your own practice.

Tax Tools for Your Practice (4)

Help Your Clients
Minimize Tax Liability
in 10 Simple Steps

TaxAct Professional has created a guide for you to share with your clients, that can assist them in minimizing their tax liability year to year. Download & share with them today, so that they can get a jumpstart before this next tax season!

Handling Client Information
The Do’s & Don’ts

In this article, TaxAct Professional breaks down what you can & cannot do with your clients' tax information. As you start your practice, this information will be crucial to ensure you are safeguarding all client data from the beginning.

EFIN & PTIN – What Are They
& Why Do You Need Them?

This article provides an in-depth breakdown on EFIN & PTIN, how to get them & what requirements you & your firm need to be aware of as we move into this next tax season.

Guide to Creating
a Data Security Plan

Creating your data security plan for your new firm does not have to be difficult. Let TaxAct Professional help! Here you will find a downloadable guide for you to utilize as you walk through this mandatory process...