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TAX FIRM
BLUEPRINT

THE

MASTER THE BLUEPRINT FOR BUILDING A THRIVING TAX FIRM.

TAX FIRM BLUEPRINT

About the Course

Unlock the secrets to building a successful and compliant tax firm with our comprehensive blueprint, covering everything from legal foundations and financial management to client relations and team building.

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Here’s What You’ll Learn

WHAT YOULL LEARN

Legal and Compliance

SETTING A STRONG LEGAL FOUNDATION

HOW TO NAVIGATE TAX LAWS

HOW TO CREATE AIRTIGHT CONTRACTUAL AGREEMENTS

HANDLING AUDITS AND TAX NOTICES

DATA SECURITY AND COMPLIANCE

Cashier

Business Operations and Financial Management

HOW TO RUN YOUR BUSINESS ‘LIKE A BUSINESS’

BUSINESS BUDGETING AND FORECASTING

EFFECTIVE PRICING STRATEGIES

STREAMLINED ONBOARDING & OFFBOARDING

Team Building and Professional Development

BUILDING THE RIGHT TEAM RECOMMENDED

CONTINUING EDUCATION

Client Relations and Marketing

IDENTIFYING YOUR IDEAL CLIENT

EFFECTIVE COMMUNICATION WITH CLIENTS

ETHICS AND BOUNDARIES

SUCCESSFUL MARKETING STRATEGIES

Beverage Mug and a Laptop

This Course is For You If You Want To:

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Meet your Instructor

Erica Heyward began preparing tax returns for friends and family at her dining room table in 2007. Today, she is an Enrolled Agent, the owner of the Ultimate Tax Experience, and a highly sought-after tax and small business expert.

 

While in the field, she learned that there are huge misconceptions related to tax, accounting, and financial literacy as a whole. With the growth of the Ultimate Tax Experience, she quickly learned that she simply cannot service everyone that may need her services. Her hope is that these eBooks will empower those who she cannot service in person or remotely.

 

She simplifies the complicatedness that is the world of tax with ease. She is dedicated to helping each client with their individual tax and business needs and consistently goes the extra mile to do so.

 

What sets her apart from the rest is that she truly cares about her clients, soothes their tax jitters, and gives one on one assistance to everyone from the W-2 employee to large corporations grossing $1M per year. She simplifies the complicatedness that is the world of tax with ease. She is dedicated to helping each client with their individual tax and business needs and consistently goes the extra mile in order to do so.

,EA

OWNER, FOUNDER, TAX AND ACCOUNTING EXPERT

GET STARTED TODAY /

Enroll in The Tax Firm Blueprint

Choose to pay in full today, or take advantage of our convenient installment options with Affirm, Klarna or Afterpay. Select the payment method that suits you best!

$1495

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