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

[@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!

[@SoQuaintAndSimple]

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??

[@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! ❤️

[@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!

[@Only1God]

Is your tax school online like a webinar?

[@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 🔥🔥🔥🔥.

[@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!

[@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!

[@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

[@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.

[@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 😊

[@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!!

[@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.

[@jacquelinemarrinezhernanse5952]

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

[@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 !

[@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!

[@Only1God]

What is part 1? Is there an online class to take or do I just get a book and read it?

[@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.

[@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!

[@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.

[@samfrazier7735]

Excellent video! Attorney Sam Frazier Admitted United States Tax Court

[@Only1God]

@Lisa Haney what specifically are you doing to become an EA? Is there a course you can take or do you just read a book?

[@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.

[@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.

[@paolaviera4292]

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

[@christtabernacleministrych318]

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

[@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!!! ❤️

[@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 👎

[@merrittax]

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

[@jessicaalvarez804]

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

[@annaharper6098]

Thank you, I needed this.

[@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!!

[@Only1God]

Did you know anything about taxes before buying a book about becoming an EA? What book did you buy?

[@tlucious2476]

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

[@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?

[@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 😅

[@jbmuiscvibet.v4542]

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

[@crystatyusea]

JB Muisc Vibe thank you!

[@SuaveGA]

I'm Blown Away Great Video! Good Information!

[@crystatyusea]

SuaveGA thank you! ❤️

[@brandong10574]

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

[@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!

[@carolntodd]

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

[@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...??

[@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

[@taliadenson]

Outstanding video, lots of value! Keep it up.

[@crystatyusea]

Talia Denson thank you! ❤️

[@1111_Millionaire]

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

[@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 🙌🏾

[@albertcalvinsaab9950]

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

[@WJ6FRadio]

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

[@joshuaespinoza2567]

Great video and explanation. Priceless! Thank you

[@crystatyusea]

Joshua Espinoza thank you! ❤️

[@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!!

[@jrdmondial1599]

You're making a believer out of me.

[@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?

[@maflores1969]

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

[@iamwarner_e]

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

[@lucretiahenderson3060]

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

[@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

[@angelinamertlich]

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

[@marquisharris5960]

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

[@crystatyusea]

Thank you Marquis!

[@2003Dynamic]

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

[@respectfullyangie4203]

Awesome information. Thanks for sharing.

[@LifeandMorewithTee]

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

[@Real_life_with_Kyle]

Thank you for the great video!!

[@Hale-nh4ed]

dang drizzy got his own tax software

[@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

[@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.

[@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?

[@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.

[@driselleburchell1612]

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

[@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.

[@ew6720]

About CPA I don’t know but tax prepares there’s a lot. But good tax prepares only ONLY a few.

[@JennCharles]

Thank you so much!!! This is so informative!

[@crystatyusea]

Jenn Charles thanks Jenn!!

[@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

[@Only1God]

Are there any free to cheap online classes to learn tax preparation? Should I "go to school" or just read JK Lasser's book? Will that teach me about specific nichès like Real Estate Investment depreciations or is that a specialty that someone will have to teach me? **I should add, the only thing I know about taxes is doing my own, filling in the blanks according to the IRS instruction book for form 1040ez with my W2**

[@Team8LA]

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

[@neddoh4300]

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

[@anjaylah]

Is it just me or does anyone else have a difficult time hearing her sometimes? I have all volumes at 100% and she gets quiet sometimes. Love the content but can't hear it all

[@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

[@brendasollers5252]

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

[@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

[@AhmedMohamed-kq2gx]

You are amazing because you make me feel I can do it.

[@A.Luckybug]

Love this video ❣️ very informative and straightforward. When you first started did you go through a course like HR & Block and then start the process of becoming an enrolled agent with a license?

[@Kalilovee1]

Thank you for this information 🙏🏾

[@virginia3168]

VEnrolled Agent study material please!!!

[@NalCardona16]

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

[@indiauraproductions8462]

This was great video. Thank you for this.

[@brownsugar3042]

This was an EXCELLENT video. Keep up the good work. How much is it for an hour consultation?

[@ItsEverythingbusiness]

Great info! Thank you

[@crystatyusea]

Camille Lewis thank you! ❤️

[@bforsberg]

Thanks for your videos, they’re great. I had two questions. First, I’m a CPA but have never worked in the tax industry. Do you recommend still going for my EA? I’m not super confident in my tax skills yet. Second, would you recommend operating as a sole proprietor or setting up a business like an LLC? Do you worry about liability? Thanks again.

[@crystatyusea]

Bradley Forsberg Hi Bradley! Going for your EA would be more so just to gain the knowledge and have a deeper understanding of tax law as opposed to having another license. So I would say it’s a worthy goal to go after because it’s going to force you to study tax law. I have my business set up as an LLC with S Corp election. I pay about $30 month for errors and omissions insurance. It’s affordable and will give you peace of mind.

[@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

[@Mikeparker_mx]

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

[@CatFan4u777]

When we go to Liberty they use a program

[@pureoctane1strounddraftpic480]

Honestly, some good stuff: I am investing in a tax service this year, and do to my current profession I was like how hard would it be to get a lot of people that's what I do lol, I think I'm going to rely on the professional experience of the agents I recruited,,

[@crystatyusea]

Dj TangO GoReallA Records that’s awesome!!

[@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

[@coachtanishamarie]

Good stuff

[@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?

[@Mr.conserv]

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

[@teew2982]

Hello, great video! I just tried to schedule a consultation with you but no time slots are available. Are you still doing strategy sessions?

[@crystatyusea]

Hello, my apologies for the late response you can definitely book a strategy session by clicking the link below: bit.ly/crystatyus

[@TeeMegaMusic]

The volume on this video is very low.

[@tonikawyckoff8781]

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?

[@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