{"id":59399,"date":"2025-03-21T08:00:00","date_gmt":"2025-03-21T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=59399"},"modified":"2025-03-17T11:29:17","modified_gmt":"2025-03-17T16:29:17","slug":"steps-to-starting-your-own-tax-firm","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/steps-to-starting-your-own-tax-firm\/","title":{"rendered":"3 steps to starting your own tax firm"},"content":{"rendered":"\n<p>Launching your own tax firm gives you the chance to create a business that fits your vision. Whether you&#8217;re transitioning from another firm, corporate position, or starting fresh out of school, taking the right steps can set you up for long-term success.<\/p>\n\n\n\n<p>This guide will help you make key decisions, choose your clients, and build your team. By following these strategies, you can <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/your-firm-maximizing-value-over-volume\/\">create a sustainable firm<\/a> without burning out.<\/p>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Step 1: Make the decision\u2014Are you ready?<\/strong><\/p>\n\n\n\n<p>Before diving in, consider whether starting a firm is right for you. Ask yourself:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Have I gained enough experience? Many accountants start their firms after working in public accounting or industry.<\/li>\n\n\n\n<li>Do I want to focus on a specific area? Consider specializing in working with only small businesses, expanding a tax planning practice to offer <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/\">advisory services<\/a>, or working with a particular industry.<\/li>\n\n\n\n<li>Am I prepared to grow my business? Running a firm involves more than just tax\u2014it also means finding and retaining clients.<\/li>\n\n\n\n<li>Have I figured out how to follow the rules? You&#8217;ll need to register your business, obtain the necessary licenses, and meet all legal requirements.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Step 2: Selecting your clients<\/strong><\/p>\n\n\n\n<p>One of the biggest mistakes new firms make is trying to serve everyone. Instead, <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/how-to-identify-clients-for-the-advisory-services-youre-offering\/\">focus on a niche or specific type of client<\/a>, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Small business owners: Bookkeeping, tax, payroll, and advisory services.<\/li>\n\n\n\n<li>Startups: CFO services, financial modeling, and fundraising support.<\/li>\n\n\n\n<li>Construction\u00a0 and trades: Job costing, cash flow forecasting, and compliance.<\/li>\n\n\n\n<li>Medical and dental practices, or other niches: Specialized tax deductions, payroll, and financial management.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Step 3: Avoiding overwork and burnout with the right staffing model<\/strong><\/p>\n\n\n\n<p>Many accountants get overwhelmed by trying to handle all the work themselves. To build a supportive team, consider <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/ways-to-successfully-outsource-your-firms-tax-prep\/\">outsourcing<\/a> for bookkeeping, taxes, or administrative tasks before hiring full-time staff. If they are offshore, be sure to meet your regulatory and compliance rules.<\/p>\n\n\n\n<p>You\u2019ll want to hire as efficiently as possible to keep costs manageable, but also realize you can\u2019t do everything yourself. For example, do you need to hire a virtual assistant, bookkeeper, or junior accountant to handle day-to-day tasks? This allows you to focus on higher-value client work.<\/p>\n\n\n\n<p>You also want to know your limits. Sure, busy season is busy, but tax season is year-round. Set yourself fixed work hours, schedule breaks, and decline to work with clients who aren&#8217;t a good fit.<\/p>\n\n\n\n<p>Finally, power up with automation to streamline your workflow. For example, you can automate invoicing, client onboarding, and email follow-ups to reduce manual work.<\/p>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Your first 90-day action plan<\/strong><\/p>\n\n\n\n<p class=\"has-large-font-size\"><strong>First 30 days:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Register your business, get insurance, and ensure compliance.<\/li>\n\n\n\n<li>Set up tax software such as Intuit\u00ae <a href=\"https:\/\/accountants.intuit.com\/tax-software\/tax-online\/\">ProConnect\u2122 Tax<\/a>, <a href=\"https:\/\/accountants.intuit.com\/tax-software\/lacerte\/\">Lacerte\u00ae Tax<\/a>, or <a href=\"https:\/\/accountants.intuit.com\/tax-software\/proseries\/\">ProSeries\u00ae Tax<\/a>, <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\">QuickBooks\u00ae Online<\/a>, and other <a href=\"https:\/\/accountants.intuit.com\/tax-accounting-workflow-software\/\">workflow tools<\/a>, such as <a href=\"https:\/\/accountants.intuit.com\/tax-advice-planning-for-professionals\/\">Intuit Tax Advisor<\/a>, which is now a part of ProConnect Tax and Lacerte.<\/li>\n\n\n\n<li>Define your services and pricing structure.<\/li>\n\n\n\n<li>Build a simple website and LinkedIn profile.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-large-font-size\"><strong>Day 31-60:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start networking with potential clients.<\/li>\n\n\n\n<li>Launch an email marketing campaign using <a href=\"https:\/\/mailchimp.com\/\" target=\"_blank\">Mailchimp<\/a>; it is integrated with QuickBooks Online.<\/li>\n\n\n\n<li>Take on a few clients and refine workflows.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-large-font-size\"><strong>Day 61-90:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Begin outsourcing low-value tasks such as bookkeeping and admin.<\/li>\n\n\n\n<li>Automate invoicing, client reminders, and follow-ups.<\/li>\n\n\n\n<li>Focus on scaling while maintaining a work-life balance.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Final Thoughts: Building a thriving firm<\/strong><\/p>\n\n\n\n<p>Starting your own firm is a significant endeavor, but by targeting the right clients, leveraging technology, and building a strong team, you can create a successful and sustainable business. Remember to work smarter, not harder, and prepare for the long haul.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Want to go out on your own and start a tax firm? Get clear guidance to initiate a 3-part process on making the decision, selecting your clients, and building your team.<\/p>\n","protected":false},"author":144649156,"featured_media":59409,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041968],"class_list":["post-59399","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>3 steps to starting your own tax firm - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Want to go out on your own and start a tax firm? 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