09/17/2026
๐ TAX PREPARER CHECK-IN! ๐
JOINED A TAX TEAM? โ
BECAME A TAX PREPARER? โ
NOW WHAT? ๐
Itโs officially time to LOCK IN! ๐ฃ๏ธ๐
Summer is over, and while tax season isnโt here just yetโฆ PREP SEASON IS! ๐๐ป๐ฐ
If youโre serious about making this upcoming tax season count, now is the time to get yourself together:
๐ TRAINING
Learn the tax laws, practice your returns, understand your software and get confident BEFORE clients start rolling in.
๐ธ BRANDING
Get your pictures, flyers, content and professional look together. Start letting people know who YOU are and what you offer.
๐ PTIN
October is right around the corner! Make sure youโre staying on top of your PTIN registration/renewal for the upcoming filing season.
๐ฒ MARKETING
Donโt wait until January to start posting! Educate, promote, introduce yourself and start building relationships with potential clients NOW.
๐ GET YOUR SYSTEMS TOGETHER
Client intake, document collection, pricing, policies, communication, follow-upsโฆ get the backend organized BEFORE things get busy.
This is the time to PREPARE, PRACTICE, PROMOTE & POSITION YOURSELF. ๐
January will be here before you know itโฆ LOCK IN NOW so youโre READY THEN! ๐๐ฐ