Getting Started as a Tax Professional Webinar
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Summary
This FREE webinar is designed for aspiring tax professionals who want to start a successful and compliant tax practice. Whether you're looking for a flexible side hustle or building a full-time business, this course will walk you through the key steps, like obtaining a PTIN and EFIN, choosing your software, meeting compliance requirements and attracting clients. We break it down so you can take action with clarity and confidence.
Following the webinar, Drake Software will showcase a demo of their product.
This webinar is presented by Drake Software. By registering for this webinar, you agree to have your information shared with Drake Software.
Objectives
Upon completion of this course, you will be able to:
• Outline the key steps to becoming a paid tax preparer, including PTIN and EFIN requirements
• Understand how to legally establish and operate a compliant tax practice
• Compare credential options like the AFSP and EA to support career growth
• Recognize the benefits of professional tax software and what to consider when choosing one
• Understand key compliance responsibilities, including data security (WISP) and ethical standards under Circular 230
• Identify effective strategies for attracting and retaining tax clients
• Access tools and resources to take the next step in starting or growing a tax practice
Register: https://www.natptax.com/EventsAndEducation/Pages/course-details-live-webinar.aspx?k=BPEW2560
Get Tickets
This FREE webinar is designed for aspiring tax professionals who want to start a successful and compliant tax practice. Whether you're looking for a flexible side hustle or building a full-time business, this course will walk you through the key steps, like obtaining a PTIN and EFIN, choosing your software, meeting compliance requirements and attracting clients. We break it down so you can take action with clarity and confidence.
Following the webinar, Drake Software will showcase a demo of their product.
This webinar is presented by Drake Software. By registering for this webinar, you agree to have your information shared with Drake Software.
Objectives
Upon completion of this course, you will be able to:
• Outline the key steps to becoming a paid tax preparer, including PTIN and EFIN requirements
• Understand how to legally establish and operate a compliant tax practice
• Compare credential options like the AFSP and EA to support career growth
• Recognize the benefits of professional tax software and what to consider when choosing one
• Understand key compliance responsibilities, including data security (WISP) and ethical standards under Circular 230
• Identify effective strategies for attracting and retaining tax clients
• Access tools and resources to take the next step in starting or growing a tax practice
Register: https://www.natptax.com/EventsAndEducation/Pages/course-details-live-webinar.aspx?k=BPEW2560
Get Tickets
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