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Practice Management

  • 4 Nov 2023
  • 1:00 PM - 3:00 PM
  • Kirstein Business Library & Innovation Center, 700 Boylston Street, Boston

Registration is closed

Tax Business Practice Management

“What Your Tax Business Needs”

When: Saturday November 4 1PM-3PM


Kirstein Business Library & Innovation Center,

downstairs in the Exchange Conference Room

Boston Public Library, Central Branch

700 Boylston Street, Boston

Accessible from the Green & Orange Lines, South Station Commuter Rail

Public Parking at the Prudential Center

2 NAEA CE credits, No IRS CPE

Learn how to start your tax practice, learn how to grow your tax business, learn the soft skills that make a tax business a success. Tax professionals are challenged like no other. In addition to the rules that change every year, tax businesses must be up to speed with issues of technology, marketing, insurance and banking.  This program is broken into multiple 20 minute sessions of industry experts and panelists with breaks for Q&A and collaboration. No one person can succeed totally on their own; we need each other! Learn and Network.

This session is organized to help the tax preparer doing 35 returns to do 100, the tax preparer doing 100 to do 250, and the tax preparer doing 250 returns to get to 500. Let how to expand your client list.

Learn efficiencies in your business operations. A typical budget is shared.

No products are sold at the presentation.  Products and softwares will be described as part of how to help your business.

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