BAILEY & CO. WEALTH AGENCY PRESENTS

Let's Talk Taxes

TAX TRAINING DAY

A practical business training designed to help you understand what it takes to start, structure and grow a profitable tax business.

This is not just a tax preparation class.

We're talking business setup, tax preparation, software, pricing, client retention, marketing, systems and how to position yourself to actually make money during tax season.

01

Tax Preparation

Walk through the preparation process and learn the foundation behind completing professional tax returns.

02

Business Setup

Understand the credentials, systems, pricing and structure needed to operate professionally.

03

Client Acquisition

Learn how to market your services, attract clients and create a strategy for client retention.

04

Income Strategy

Learn how tax professionals can structure their services to build consistent revenue during tax season.

Come ready to learn. Leave knowing your next move.

1 1

Let's Talk Taxes - Foundation Tax Training

Let's Talk Taxes - Foundation Tax Training

$99.00 USD
$99.00 USD
Sale Sold out

Ready to learn what it takes to get started in the tax industry?

Our Beginner Tax Training is a live virtual training designed for aspiring tax professionals, entrepreneurs, and anyone interested in learning the fundamentals of tax preparation and building a tax business.

Whether you're looking to start a new career, add a seasonal service to your business, or simply explore the industry, this training provides a practical introduction to the tools, systems, and strategies used by experienced tax professionals.

During this training, you'll learn:

✔️ Tax preparation fundamentals

✔️ Tax software walkthrough

✔️ How to prepare a basic tax return

✔️ Business setup & industry credentials

✔️ Marketing & branding strategies

✔️ Pricing your services

✔️ Client management & retention

✔️ Recommended systems & automation tools

✔️ How credit services can complement a tax business

✔️ Live Q&A

View full details