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The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice

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The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same: "How do I build up my client base?" "Are engagement letters really necessary?" "How do I encourage more client referrals?" "How much should I charge for services?" "How do I fire a bad client?" This book offers real answers to all of these burning questions. You will read multiple interviews with established, highly profitable EAs. You will hear how other EAs keep their practices profitable and keep clients (and money) rolling in. This book covers: 1. Marketing techniques for enrolled agents 2. How to use the internet and social networking to boost your community profile 3. How to find profitable IRS representation cases 4. How to avoid deadbeat clients 5. How to get lucrative referrals from other professionals And much more! If you have the tax knowledge and a desire to succeed in this business, this book will help you realize your own success.

260 pages, Paperback

First published March 8, 2011

47 people are currently reading
24 people want to read

About the author

C. Pinheiro

14 books
C. Pinheiro EA

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Profile Image for February Four.
1,429 reviews35 followers
April 30, 2013
This book actually does deliver on its promise. Realistic expectations, practical advice, and some excellent little marketing tips that make a lot of sense for someone who really is serious about hanging up their own shingle.

Sadly, inexperienced tax accountants will hear the words, "spend a few years working for someone else to gain valuable experience" above all, and this may be unwelcome news. Truth can be a bitter pill to swallow. The key here is to put yourself in the client's shoes. If I knew my EA was fresh out of certification and didn't have any experience, I'd probably wait and go somewhere else first instead. (I don't tend to buy first-generation technology either.) Why should I expect differently from clients?
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