Description
Plan how your tax practice will run—from the clients you serve and the fees you charge to staffing, seasonal workflow and marketing.
What’s Included
- 9 chapters covering business planning, pricing, office setup, credentials, staffing, workflow, marketing, retention and growth.
- A one-page business-plan framework, illustrative break-even calculations and capacity planning.
- A nine-step seasonal workflow and a year-one scorecard with 19 measures.
How You’ll Use It
Use your own fees, costs and return volume to work through the planning examples. Set staffing and turnaround targets, then use the seasonal workflow and scorecard to track your progress.
Who It’s For
New practice owners and preparers revisiting how their business operates.
Format & Details
Digital guide • 2026 edition. Examples use illustrative business figures that you replace with your own.
