| |
 Dear Signing Agents,
You need to REGISTER and have a password to post or reply to discussion topics. Please remember, your password for your listing on 123notary.com is NOT RELATED to and is different from your password on the forum. Your password on the forum can be whatever you want it to be.
|
|
  Be the first person to vote!
| Author |
 Topic  |
|
|
dede1107
Texas
36 Posts |
 Posted - 10/13/2009 : 1:33:38 PM
|
Lola,
I have my own Tax Preparation business, for about 6 years now. I worked for H & R Block for a couple of seasons, then Just had to go out on my own. My Client base is over 150 clients each year and growing! It took me just as long though to build it up! Last year, I was ranked the fastest growing business in my area. It totally depends on you and how you would like to run your business for prices, forms etc. You want to stay competitive so you might want to scope out your competition and see what they are charging.
Email me if you have any questions dede1107@hotmail.com
Thanks
Dana
Dana McKinney
Notary Public TX
Central TX |
|
|
|
lmficca
Texas
13 Posts |
Posted - 10/11/2009 : 12:48:18 PM
|
I have taken the Tax Prep course from HRB and worked for them for 1 1/2 seasons. I have started the registration process with IRS, have received the finger print cards, and just waiting for the letter from IRS to finish the registration process to be an ERO. I just needed some guidance on what would be a reasonable fee to charge, among other things. Do you charge by the form, by the hour or both. Do you charge for e-filing and direct deposit, and if so, how much. Do you have a questionnaire or checklist of sorts to have the client fill out prior to the interview process? Which software programs should I consider (one that is affordable for a newbie).
If you don't want to discuss fees, oould you please send me an e-mail with the info.
Lola F. |
|
|
|
johncown
Connecticut
7 Posts |
Posted - 10/09/2009 : 4:41:15 PM
|
Both Bobbi and Paul have made excellent points. Another approach, if you're interested in this profession: Sign up with a national tax preparation service (e.g., H&R Block, Liberty, etc), take their course, work for them a couple seasons, then strike out on your own. If this is still something you wish to pursue, your goal should be to become an IRS Enrolled Agent.
jc |
|
|
|
PWinFL
Florida
469 Posts |
Posted - 10/08/2009 : 09:52:42 AM
|
What Bobbi said cannot be emphasized too much. Before moving to Florida, I was a tax preparer (and business partner) in New Hampshire. We had many good clients, and quite a few small business concerns too. It can be profitable if you get a decent client base. Just be sure to get all your ducks in a row from every perspective, especially the IRS.
Never drive any faster than your guardian angel can fly.
I am not an attorney licensed to practice law in the State of Florida,
and I may not give legal advice or accept fees for legal advice.
Visit us online at http://www.PAWnotary.com |
|
|
|
BobbiCT
Connecticut
135 Posts |
Posted - 10/08/2009 : 08:46:58 AM
|
NOT to sound mean, but in B&W text this may not sound as nice as I intend.
Before deciding to go into the "tax return preparation" business, be sure to check out the IRS web site on requirements for "tax return preparers" ... and the personal liabilities that a return preparer has. Also, check out recently passed and pending legislation regarding the IRS requirements to be a paid tax return preparer.
When doing your intital cost, liaibility insurance coverage, and continuing education estimates for this type of business, this is an excellent start. I do not prepare returns; however, I work with many accountants, tax attorneys and CPAs who do. The IRS is cracking down on fraudulent returns ... and sometimes the "preparer" can be sued (and is found liable) for assisting in their client's defrauding the IRS (for example, understating income or overstating expenses).
Bobbi in CT |
Edited by - BobbiCT on 10/09/2009 09:06:42 AM |
|
|
|
AaronsServices
Texas
5 Posts |
Posted - 10/07/2009 : 8:58:15 PM
|
Lola, we need to chat I'm looking to the do the same thing.
Aaron |
|
|
|
lmficca
Texas
13 Posts |
Posted - 10/04/2009 : 10:20:59 PM
|
Does anyone have an inome tax preparation business that they operate from home? If so, would you please give me your e-mail addie or telephone #--I really want to start this business but I have a few questions.
Lola F.
|
|
| |
Topic |
|
|
|
| Mobile Notary / Signing Agent Discussion Forum |
© 123notary.com |
|
|
|
Tips for using the forum
The most important feature on the forum is the search box. You can look up a particular word, phrase, name of a company, and see a potentially large list of search results with which you can obtain data. Filters are also valuable. If you want to find popular posts, you can use the number of views filter. You can also see whats new with the active topics link. Email us at info@123notary.com if you need any help using the notary forum.
Resources
The notary public resource page is valuable as it has links to all of the free information pages for notaries. Pages linked to the resource page include a page that teaches you everything you need to know to get the most out of your listing. Another page teaches you all the secrets of getting paid. There is a link to our free list of signing companies. There is also a glossary, learning tools, and much more.
If you are a notary, the free tips we give are invaluable.
Popular pages
If you visit 123notary.com often, you might want to visit some of our most popular pages such as the California notary, Texas notary, Florida notary, and New York notary pages to browse the site. We also have valuable pages for notaries such as the free list of signing companies, and the resource page. Please also visit our get notarized and notarized letter page.
|
| |
Tax Preparer Business
