Planned free classroom curriculum
Tax Practice Foundations.
This planned self-paced business course will help a new or early-stage preparer make sound practice decisions. It does not teach federal or state return preparation, award IRS continuing-education credit, or grant a government credential.
Free classroom course planned
The classroom course is not open yet.
Start the live five-day growth course now. It covers the market, offer, client journey, acquisition channels, capacity, and the next 30 days.
Start the Growth CourseProposed curriculum
Seven modules built around practice decisions.
MODULE 1Decide what kind of practice you are building
MODULE 2Pick and validate a market
MODULE 3Define service, scope, and pricing logic
MODULE 4Build a secure client journey
MODULE 5Find clients without gimmicks
MODULE 6Plan capacity and client service
MODULE 7Run the next 90 days
Current federal, state, security, privacy, and marketing statements will use dated primary sources. Historical Taxaroo material may supply an exercise idea only after its reuse rights are confirmed.