MENTORSHIP
We believe everything you need to succeed is in your hands! With us, you'll have a support system to help you become a successful Tax Professional and business owner.
Our goal is to help you establish your own tax business while ensuring that you have all the tools to succeed as a business owner and a Tax Professional. You'll learn everything from developing fail-proof systems, proven strategies, and business tips learned over my 25 years of combined experience in accounting and tax preparation. InHands Tax & Consulting is invested in your success and will ensure you succeed in your business and your career. You'll be prepared to face any tax situation with our guidance and advice!
"I will pour all of my experience, education, and tax knowledge into you with full transparency to help you reach the next level. You already have what you need in your hands —The natural skills, talent, and abilities to do it! My job is to help you see it, cultivate it, and grow it while remaining focused and on the right track."
- Kandy Rose
TAX BUSINESS
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The Fall Session of the
Virtual Tax MENTORSHIP is
NOW OPEN.
Get the information you need for the 2025 Tax Season. Enroll Today!
You don't need tax experience. We guarantee that we can help you become qualified, educated, and ready to build your own tax business.
Are you starting from ground zero?
Get the help you need to jumpstart your business and become a trusted Tax Professional with our self paced InHands Virtual Program! The program includes a curriculum designed to help you walk away with knowledge, skills, strategy, and a plan to start your own tax business without prior experience.
Here’s what you will learn:
Week 1: Legal Structures and Compliance
1. Choosing the Right Business Structure
2. EIN, EFIN & PTIN Application, Business Bank Account
3. Licensing and Certification
4. Understanding Tax Laws & Due Diligence
5. Risk Management and Insurance
Week 2: Foundations of the Tax Industry and Business Planning
1. Introduction to the Tax Profession
2. Understanding the Market
3. Business Planning Essentials
4. Financial Planning for Your Business
Week 3: Setting Up Your Tax Business Operations
1. Essential Tools and Tax Software
2. Establishing Your Workspace
3. Creating Efficient Workflow Processes
4. Building Your Service Offerings
Week 4: Marketing and Branding Your Tax Business
1. Building Your Brand Identity
2. Digital Marketing Strategies
3. Traditional Marketing Techniques
4. Content Marketing and Thought Leadership
Week 5: Client Acquisition and Relationship Management
1. Identifying and Attracting Clients
2. Sales Techniques for Tax Professionals
3. Customer Service Excellence
4. Retention Strategies
Week 6: Launching and Scaling Your Tax Business
1. Finalizing Your Launch Plan
2. Financial Management and Accounting
3. Scaling Your Business for Growth
4. Leveraging Technology for Efficiency
5. Continuous Improvement and Professional Development