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How to build a successful tax practice

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


  • 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

Who Should Attend?

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





Good format