How to start a Tax Business and make 6-Figures Your First Year 2024

[@crystatyusea]

Thanks so much for checking out the video! Access additional free training here. www.taxaccountingclients.com/home-page ❤

[@kaysmith5029]

Hi. Do you offer mentorship?

[@mamathatcreates]

I would love to know this also! Excited to get in the business and would love you as a mentor!

[@brendasollers5252]

@@crystatyusea you're welcome

[@nikkip7213]

lol i charge 1k just for business tax and I’ve been doing good for 3 years now. I only have PTIN and software. I started with my family and grew from there. I make sure everyone own a business. One year I almost made 100K, that was during pandemic. Good clean money! I love it. I make this in 3-4 months. I work this every year just to pay credit card bills and gas for my drivers for my other business. Seems extreme but it works.

[@wadsonjeanbaptiste8052]

Which software do you use, please?

[@augustrob1]

This is one of the best presentations on ANY subject that I've seen in a very long time. You're smart, articulate, and obviously care about what you're doing. Thank you so much.

[@ginaramirez3085]

Super informatitive! I've been in the tax field for over 10 years (4years HR Block Tax Specialist, 4 years as an IRS Tax Examiner, and about 3 years doing taxes from home) since my Block days I've wanted to start my own official tax business, however, life has thrown me in other directions, so I've pushed my dream aside on several occasions. Now I'm an auditor with the US Govt, put I still dream of one day opening up my own tax business. Your video motivated me to pursue this dream again. Thank you!

[@xAshreeG]

How is this video not viral? It was so informative and well organized! I just graduated with my Masters in Accounting and I think Tax Prep is the career path I'd like to take. Thanks so much for the info! Will definitely look into your course and the books you provided.

[@crystatyusea]

Thank you Ashley!

[@DeniseRodriguez-h7g]

I cant find the link to the tax law books??

[@nathanslay5471]

OMG! This video was extremely helpful and a true GEM. i actually start my first TAX SCHOOL Monday in a 10 week course. After watching this video it was extraordinarily informative and strategically to the point with literally every word having a particular purpose in order to educate a beginning preparer for Entrepreneur success and i cant THANK YOU enough. ive been lookin for a mentor for guidance and strategic advice in maneuvering from 'Preparer" to Franchise Tax Preparation Company" and I THINK I FOUND HER!

[@crystatyusea]

Nathan Slay glad you found value! Good luck with tax season!

[@teachmetofish8710]

All I can say is WOW. You've covered more in this 27 minute video than most cover in an hour. I can't wait to see how your other trainings are. You are 🔥🔥🔥🔥.

[@TopMost_X]

Brilliant, I love the "Lead Magnet" concept

[@mrsmonk619]

Thank you so much for this video! I am also a Licensed Health Agent. I was speaking with a client who had her own tax company for years and she told me to become an enrolled agent. After that and hearing what you said there's no way I'm not going to be an enrolled Agent by this time next year. You answered every question I have been struggling with and confirmed so much for me. Sorry for the book but your video is super awesome! Thanks again

[@crystatyusea]

Ladie Monk thank you very much!! I Appreciate you and the feedback. You got this! 💪🏼

[@bluespagirl1]

Hey 👋 I'm considering delving into this market and I'd love to know how things worked out for you. Thanks!

[@successfullyshanna]

You are a wealth of knowledge!! Was considering closing my little tax service...but you have helped so much! Thank u😁

[@crystatyusea]

Shanna Shackelford thank you! ❤️

[@dalecaldwell7355]

Excellent video! I was so lost and did not know where to start to add the entity of tax preparation to my business that I am looking to start up very soon. I am so fortunate and happy that I came across this video! it has

[@mitchellwest4617]

I recently committed to getting my tax credentials to start my tax business. I wish I found this video sooner so I could be more prepared for this upcoming tax season. Thank you!

[@DemiaraStevenson-o3u]

I love the way she breaks it down

[@Madison-i3h]

You are incredible teacher and an invaluable resource ❤

[@alexxusjahaylamarie]

Thank you for this!!! I’ve watched a lot of videos on how to get started but this by far has been the best!! Thank you !

[@christtabernacleministrych318]

I passed all three exams as of Friday of last week. I applied for my EA license currently going through processing.

[@dekakijani1532]

This was an awesome and very informative presentation video. Thank you. May I ask where are the Tax Preparer and Enrolled Agent links to the books?

[@Kaligood]

Part 1 of the EA done.....I'm on my way!!! Testing starts back up in MAY i will be ready!!! Thank you for the great info. I have subscribed!

[@EvelynMendez-w6m]

This was very organized and helpful. Do you have recommendations for online training for beginners?

[@BH-yz5pk]

Great niches!! I’m a Real Estate Agent and definitely would want to work with real estate investors and etc. You’re amazing 😊

[@KDimaXXV]

I also use intuit. After working for about 55 customers, I’ve seen the potential in the business. I’m definitely looking forward to be a professional, because I love it and people really trust me with their taxes and personal information.

[@jessicaalvarez804]

Thank you so much for doing this video. It was really helpful, I wish you success in your business. ❤

[@bsquareaccounting6047]

Your no b.s. method of teaching is great! Thank you! Trying to get started and this was a greatly needed kick in the pants.

[@cocoaeverett4796]

Thanks so much for this valuable information! I am tax preparer and this is the first time I heard any one give such valuable practical advice! Again thank you! ❤

[@crystatyusea]

Cocoa Everett thank you!!! ❤️

[@lpadilla333]

Wow I’m so happy I ran into you. Thank you for the info. I took the class 24 years ago and never went through ugh but I love numbers so I decided to do it this year to help others next year. Wish me luck. I need to do my credentials 😅

[@AhmedMohamed-kq2gx]

Iam a CPA qualified but, I didn’t know where to start. You opened my eyes. Thanks. I will contact you. Hope very soon.

[@AhmedMohamed-kq2gx]

I been in accounting 20 years. If I met you then I could been a success.

[@mpilodigitalmarketing]

This is excellent. Crystal you're a gem! The best and most concise presentation I've watch in a while. Tell me, can foreigners take the EA exam...??

[@brendasollers5252]

I'm going to start doing others tax for extra money coming in because it's something I want to learn and I don't have to keep having someone doing my tax every year

[@todayu]

Holy cow, that was a fantastic video. Thank you! It's like 3am and I'm wide away after being energized by all that great info haha

[@crystatyusea]

D. Jack ha! Thank you!!

[@amypineda9588]

Thank you so much for the invaluable information. I am looking into a new career as a tax preparer and currently doing my research before I start. Enrolled Agent sounds interesting, hopefully then I’ll start training for that position, if God willing. Excellent presentation!

[@wilma-gv9ff]

I don’t see the Tax Law book link you were going to provide in the description.

[@brendasollers5252]

Question what does real state as to do with preparing people tax ?

[@angelinamertlich]

Thank you for sharing all this information. I need a recomendation for a tax law classes please?

[@joy849]

Very good video. I took a look at Crosslink Tax software and downloaded the demo. Feeling more confident after being able to play with the software. Thank you!!

[@mohammeduddin2117]

new, watching your video, this year I did my tax myself 1st. Hopefully, Next year, I will lunch myself as a tax preperer, pls let me know, what else I need to do. thanks

[@paolaviera4292]

Hello Crysta, loved the video! I was just wondering if there are any books that you would recommend for studying tax laws?

[@jacquelinemarrinezhernanse5952]

wow! finally someone that explains step by step thank you so much.

[@houseofcutie7260]

This was some awesome knowledge in a short period of time WOW you summed it all up ..Great niche I’m so into Real Estate & I do taxes I’m so bout to educate myself more on the subject I love the fact of me working easy not hard & making money not wasting it .. Thanks so much

[@brandong10574]

Such a joy to watch. I can't wait until I finish school to try this route. Thanks for the information ma'am.

[@Kalilovee1]

Hello, in your videos you mention the book you studied but I don’t see it in any of the comments. Can you please share the title?

[@samfrazier7735]

Excellent video! Attorney Sam Frazier Admitted United States Tax Court

[@rexhood4580]

@Lisa Haney hello Lisa, I'm also an attorney who has practice rights in front of the u.s. Tax court. I hate to give you bad news but, enrolled agents cannot represent clients in front of the us tax court. tax court practice righta are limited to attorneys and cpas who pass a limited version of the bar exam. enrolled agents can however represent clients in front of the irs. As to how do I like it? it all depends on the company you are working for or if you are in solo practice. Be careful lots of shady companies who employ enrolled agents to do irs representation. If you want more specific information feel free to ask.

[@crystatyusea]

Thank you. I appreciate the feedback.

[@tlucious2476]

Can't say thank you enough for all the HELPFUL information. May God bless you!!❤

[@merrittax]

Wow...I can always count on you for tons of value!! Podcast coming soon?? Lol Great watch!

[@Team8LA]

Thank you so much. Who is ERO? What software to efile tax to IRS? Tax software?

[@indiauraproductions8462]

This was great video. Thank you for this.

[@roseandre3372]

I do need an LLC as well, right ? If Iam having my own office? Please answer

[@annaharper6098]

Thank you, I needed this.

[@Mikeparkerofficial]

Anyone know the book titles she mentioned in this video? Thank you.

[@WJ6FRadio]

Great video! You are right, you can get your taxes done anywhere! Even Walmart....

[@1111_Millionaire]

Thank you so much for your help 🙏🏾. You really drop some gems

[@albertcalvinsaab9950]

This video is awesome. Thank you for all the good stuff

[@tikabella21]

Hi Crysta, thank you for this information- I researched a lot of it and came up with a few things off your list, but most of it I was not knowledgeable of. I am a real estate agent and I think career would be a great fit, especially when you mentioned develop a niche’, I definitely will be looking into a tax preparer school 🙌🏾

[@CreatorsExpress]

I’m studying for SEE(enrolled agent exams), what books would you recommend in 2024?! Any advice is much appreciated! I’ve just been reviewing IRS documents and KZbin videos

[@Flexboyp]

Thank you for this video! I was totally lost now I’m heading the right direction ! Very very knowledgeable video 👍🏼

[@crystatyusea]

Flexboyp thank you!

[@carolntodd]

Thank you for a really good video. Very informative and I love your honesty!

[@jamahlsmith25]

I’ve done the crap and fliers seem to bring the wrong clientele! And I’ve received phone calls about leaving material that the homeowner didn’t appreciate.

[@longtea1]

Hi! Where are the books u recommended on tax laws? Thanks

[@parisjohns5041]

Patiently waiting for these as wells lol

[@sweettee121]

Irs.gov or similar sites for each state are the best places to look for up to date information.

[@ShannonOnDemand]

PTINs are now FREE!!!!

[@Gstevenz1]

Mind Yo BizNess with Shannon how would I go about that ?

[@WJ6FRadio]

@@Gstevenz1 you can get your PTIN from here: www.irs.gov/tax-professionals/ptin-application-checklist-what-you-need-to-get-started

[@erickm3940]

Not no more

[@bluespagirl1]

@@erickm3940 I literally got one for free today (Illinois)

[@erickm3940]

@@bluespagirl1 i meant going forward. They changed it to 21 bucks.

[@LifeandMorewithTee]

This was a great video but people never talk about bank products who to choose and how it works

[@Cynthiagaliciaa]

Hi there. In the beginning you mentioned 2 books you studied could you please tell me which ones they are? Thank you!

[@crystatyusea]

I used Passkey on Amazon, or you can join my Enrolled Agent Study Accelerator and Tax Preparation Course which, comes with study guides and coaching. Here's the link to check it out. bit.ly/taxesbookkeeping

[@taliatoyshow7660]

Do you need to take a tax preparers course before you can prepare taxes I know my local community college offers the class for 1500 , I just would like to know if it is a better way ?

[@jrdmondial1599]

You're making a believer out of me.

[@SuaveGA]

I'm Blown Away Great Video! Good Information!

[@crystatyusea]

SuaveGA thank you! ❤️

[@Fluffyapproved]

How about go to clients home? I offer life Insurnace as well and that’s what I do, you can really become their family by visiting their home?

[@MiaraNorals]

I can't see the books that you suggested. Please help!

[@2003Dynamic]

Thanks so much for such a great advice! I learned a lot from you

[@arifrank2840]

Hi Crysta, I am amazed at how good your information is. Would you happen to do a video on tax preparation back office services?

[@crystatyusea]

Rise Above Pro Services Ari Frank got you! I’ll put that on the list. What would you like to know so I can make sure I cover it?

[@iamwarner_e]

Where you at Crysta. You're Golden. Happy New Year

[@BookofFuture]

You should tell your viewers to like and subscribe at least at the beginning of each video. You’ve got a lot of insight. Let the KZbin algorithms work for you.

[@isabellepimentel718]

Love this video. I just subscribed to your channel! I purchased the book for the EA license. This was great. Thank you. Keep it coming.

[@crystatyusea]

Isabelle Pimentel thank you!!

[@neddoh4300]

Love your content. In this particular video, I could barely hear you. Sound quality is terrible.

[@robensalexis1836]

Wow.. you are the right track for me to start hitting the road...

[@crystatyusea]

Great! I am glad I could help. check out my courses here: bit.ly/taxesbookkeeping

[@anneaudino1111]

Which course do I take for the EA course under the company you recommended? Thank you! I’ve enjoyed learning from your videos.

[@virginia3168]

VEnrolled Agent study material please!!!

[@Mr.conserv]

How long would you say it would take from start to finish to become a tax preparer/professional?

[@Tonika76-k3k]

I have a question. I am interested in learning how to do Realestate taxes and Bookkeeping. I have little experience. Do you provide a course to show how to master these two objectives effectively?

[@CatFan4u777]

When we go to Liberty they use a program

[@jessimarina08]

Hi, starting out, I'm preparing taxes with a church for low income families to get my feet wet. It's free, so software isn't an option right now. The pdf for the 1040 forms are available on irs website and any tips on doing it manually like that?

[@crystatyusea]

Jessica Davila-Jasso hmmm that’s interesting. I wouldn’t recommend by hand as the tax code is so complicated. I wouldn’t do FREE for too long. You want to get paid even if it’s a low fee (which is still not recommended) but I’d rather you get paid SOMETHING than nothing at all.

[@joshuaespinoza2567]

Great video and explanation. Priceless! Thank you

[@crystatyusea]

Joshua Espinoza thank you! ❤️

[@kravos3001]

Hello Crysta, I was looking for the links for the books to study tax law but I couldn’t find them . Could you send me it to me please

[@jbmuiscvibet.v4542]

I like you keep real tell right and wrong stuff too do

[@crystatyusea]

JB Muisc Vibe thank you!

[@taliadenson]

Outstanding video, lots of value! Keep it up.

[@crystatyusea]

Talia Denson thank you! ❤️

[@MichaelP-ke1tm]

The crap side of marketing is good for people just starting out. Going the social media route of marketing is for more sophisticated tax preparers who have had skin in the game for a long time. Before all of this, they should join VITA or work for a tax prep business like H&R Block to become educated and understand the business side of things. You can't move from point A to point Z in a few months and think you can start charging $1500 to real estate investors unless you went to College for Accounting, became a CPA or a Tax Attorney. Becoming an Enrolled Agent takes time too. There is also nothing wrong with people who are content with charging $200-$300 and doing 1040s for their entire careers. Low income households can be their niche. It depends on what you're comfortable with and your education level. I'd say $75,000 in a 4 month period is pretty good income. Someone can have 8 months off and just grind for 4 months out of the year if they choose to do so. If you can't even find 250 clients for $200-$300 a pop for 1040s in a city like mine with 2,000,000 people, then you shouldn't even be an entrepreneur. It's easy to find clients especially through word of mouth and recommendations.

[@t.m.3769]

Pat L I disagree and here’s why.... With the Tax Reform the only people that are going to go to a tax preparer are going to be those looking for a Refund Advance or have more complicated tax returns. I would suggest limiting your risk with EITC clients and start going for the complicated taxes. More money and less stress. Just a thought. I’ve been in the game for 22 years. I’m no longer targeting the EITC market. People lie, give fake documents and the IRS is making the tax preparer do the “verification”/proof. School records, medical records, lease etc. nope 👎

[@marquisharris5960]

Such a great video. Very Informative and easily digestible. Thanks!

[@crystatyusea]

Thank you Marquis!

[@robensalexis1836]

How about if I want to know only the basic..

[@crystatyusea]

Great Question! If you just want to know the basic I have a Tax Preparation Course for $49 and a Bookkeeping Course for $99. Click the link below for more information: bit.ly/taxesbookkeeping

[@reneguevara9970]

Great video u mentioned something I have a question about . The efin I'm wanting to get into becoming a tax preparer but I'm paying on some past taxes that I owe . Will they not approve me because of that ????

[@crystatyusea]

Hello Rene, Kindly note that if you are on a payment plan, you should be fine. You will also be able to become an Enrolled Agent as long as acceptable payment arrangements have already been made and you are eligible in all other areas. We hope this helps! - Alexandria Johnson, Crysta's Customer Success Manager

[@mikegonzalez9715]

what classes do I need to take in order for me to become a tax preparer? Do i have to get an associate or bachelor's degree? Thank you.

[@crystatyusea]

MIKE GONZALEZ hey Mike! No you don’t need a degree you’ll want to study tax law and start practicing on some simple returns such as your own.

[@brownsugar3042]

@ Mike Gonzalez I suggest you take the free classes that the the big chain tax businesses offer such as Jackson Hewitt or Liberty Tax. They offer free courses. You just have to pay for books. Work for them for at least 1 to 2 tax seasons so you could learn how to prepare returns and know the business. Once you feel like you're ready to do your own thing, you'll feel more comfortable.

[@driselleburchell1612]

Great video. It was very informative. I am interest in becoming a tax preparer so this video is very useful. Thank you

[@kennethkenchen952]

great vid, one thing I would recommend against though is setting an income goal. The goal should be to serve as many clients as you can handle, and then hire and train to scale. In any business, never reverse engineer your pricing or goals to the amount of money you need to make. Always charge what the market dictates, and always maximize time and resources, with that maybe 50k is done in a month instead of 4.

[@coreygoree1256]

Ok I got in a somewhat quiet location and I love ur marketing plan. I think I'm gonna try this Thx

[@crystatyusea]

Great! Please feel free to check out my course Tax and Accounting Clients on Demand here: bit.ly/taxesbookkeeping

[@mjb6311]

I am starting my first tax class next Saturday. I would like to become an enrolled agent. I am new to the field , so with that being said I should probably start off doing taxes for a few years then when Im comfortable become an agent? Is there any suggestions you can give me?

[@maflores1969]

I really enjoy your great advice Crysta! I would like you be my mentor on my tax preparation business!

[@lucretiahenderson3060]

Thank you so much for this video you clarified so much for me.

[@mamasam3043]

Excellent video. Quick question is your bootcamp for those who have already completed the required tax preparer courses and to assist in building their business?

[@carlisterling3990]

Are you a business coach? I am in the early beginnings of a business plan. I am studying to become an enrolled agent. I am scared

[@haroonqamar4754]

I dont know if I missed it in the video, but do you recommend going for a CPA? I'm currently in college majoring in Accounting and am considering starting a tax prep business over time

[@NalCardona16]

Great video, I like how you explain the details each steps. Also, what do you think about TaxAct software?

[@kalakoul1]

Very helpful video. Do I need to have a legal name for my business if I want to get an efin first, and where do I register my business, I'll appreciate your answer!

[@brownsugar3042]

@ el flavio When you apply for your efin, they ask for business name, address, phone number. Click on the link for more details on how to start e-filing. www.irs.gov/e-file-providers/become-an-authorized-e-file-provider

[@respectfullyangie4203]

Awesome information. Thanks for sharing.