Shows
The MuseSpring MinuteStarting Your Tax Prep Business: The Legal Setup from A to ZReady to start a tax preparation business, but unsure what needs to happen first?In this episode, Jason Carr gives a practical walkthrough of the legal setup for a new tax prep business. Before taking your first paid client, you need more than tax software and a business idea. You need the proper federal identifiers, state registrations where required, business structure, insurance, and client paperwork.Jason covers:How to get a PTINWhy an EFIN matters if you plan to e-file returnsWhich states may require additional tax preparer registrationWhy most new preparers should...
2026-06-0304 minThe MuseSpring MinuteWhat Your First Year as a Tax Preparer Actually Looks LikeThinking about starting a tax prep business but unsure what the first year actually looks like?In this episode of The MuseSpring Minute, Jason Carr gives a month-by-month roadmap for launching a tax preparation business. Instead of treating tax season as something that starts in January, Jason explains how the work begins months earlier with training, setup, software, business formation, insurance, online presence, and client outreach.The episode walks through:August through October: setup, training, software, PTIN, EFIN, insurance, and online presenceNovember through December: marketing, networking, pre-season outreach, and client...
2026-06-0305 min