In this episode of the Main Street Business Podcast, host Mark J Kohler shares an insider's perspective on becoming a successful Tax Advisor. Mark maps out the process, reveals the untold benefits and dispels the common myths of advisory services, and encourages you to take the next step.
Here are some of the highlights:
- Mark urges you to set goals, establish their motivation, and self-evaluate before making the leap into advisory.
- Mark maps out the technical training steps: becoming a certified tax advisor, enrolled agent, and training on tax return preparation.
- Emphasizes the need for street-smart tax strategies to provide valuable advice to clients.
- Importance of hiring an executive assistant to handle administrative tasks and support client management.
- Encouragement to follow ALL the necessary steps for building a successful advisory practice.
- Overview of the resources, benefits, and training opportunities within the Main Street Tax Pro Network.
- Details on conferences and workshops offered to enhance skills and collaboration in the tax advisory field.
This episode is a must listen for anyone looking to build a successful tax advisory practice!
