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How to build a successful tax practice

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS

Published: October, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Stages of growing a tax practice
    8 mins
  • Pre-Launch: Mentally/personal development (Internally)
    20 mins
  • Out the gate: Practical matters (Externally)
    23 mins
  • Gain your footing: Practical matters (Externally)
    36 mins
  • Full Steam Mentally / Personal Development (Internally)
    46 mins

Course Description

Having a professional tax practice is a unique and intricate process. Though with ever-changing laws and IRS requirements adding to the complexity, the professional tax practice is always challenging and interesting every moment. Making anything successful is undoubtedly a challenge. Whether you are starting your practice or exploring an idea to make it a success, this webinar will cater to your needs. 

With a highly successful practice, the speaker will share experiences, challenges, philosophy, and what you need to know to scale up your practice to highly profitable tax practice. 

The webinar will cover the following key topics:

  • How to get started
  • How to recognize best practices for building a team for successful tax practice
  • Which tools are essential for building a successful tax practice
  • How to recognize the right setup for your tax practice
  • Dealing with internal and external challenges in the process

This webinar will be an insightful addition to take your tax practice in the right direction.

Learning Objectives

  • To identify what you need to get started
  • To explore best practices for building a team
  • To identify the tools required for building your tax practice
  • To provide an inside look at a successful practice and set up
  • To explore how to deal with the internal and external challenges you may encounter

Recommended For

  • This Online CPE webinar is recommended for CPAs, Accountants, Accounting Professionals, and Other professionals in the Accounting and Tax industry who want to build a successful tax practice.
  • This Online CPE webinar is recommended for CPAs in Canada who desire to create a successful practice that support clients with improved services. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Amani S Ahmed

Certified Public Accountant (CPA), AGA GROUP LLC

Amani is the founder of Tax Practice Academy (TPA). After successfully managing her own tax practice for 14 years, she has now begun helping other practice owners struggling to manage a practice and make more money while enjoying a quality of life. 

She is very passionate about helping owners get ahold of the challenges that hold them back from running a successful and profitable practice by utilizing the RIGHT Formula she cultivated to create the same thing for herself.

The Right price + Right clients + Right support + Right life= Your success in business and life

Amani holds a CPA license in MD, VA, soon to be FL. She graduated Magna Cum Laude from Bowie State University in Bowie, MD (2002) and  has her Master's in Taxation from American University in Washington, DC (2008).

Amani enjoys traveling, spending time with herself and family, and being a resource to tax practice owners. 



About Company

AGA GROUP LLC

www.agagroupllc.com/

AGA Group is the most reputable Certified Public Accounting firm in Lanham, MD catering to individuals and small to mid-sized businesses. The Firm was founded in 2007 with the goal of helping individuals and business owners by handling their taxes and accounting. Our seasoned CPA has over 13 years of personal and business income tax preparation, business management, and accounting experience.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.1

9 Ratings

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3

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4

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2

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0

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0

KS

Kerry Speth, CPA (US)

Oct 21st, 2021

Good format

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