Free niche worksheet
Tax Practice Niche Scorecard
Compare three possible client groups with written evidence beside every score. The result is a 30-day niche test, not a lifetime commitment.
Inside the workbook
A short tool for one decision.
- A six-factor comparison for three possible client groups.
- Risk and referral questions for work outside your current scope.
- Five client-interview prompts that avoid leading the person.
- A decision page for the offer, evidence, open questions, and stop rule.
How to use it
Complete the scorecard after speaking with real people in each client group. Keep the notes behind every number. Test the leading option through conversations, one useful page, and one referral-partner discussion before investing in a large campaign.
The workbook helps organize business research. It does not establish competence to prepare a return type or advise a client. Review the forms, schedules, technical issues, state rules, and available supervision before accepting work.
Sources and review
- SBA: Market research and competitive analysis
- IRS: Understanding preparer credentials and qualifications
This educational workbook is not legal, tax, financial, or cybersecurity advice. Adapt it to your facts, jurisdiction, services, and current professional requirements.