The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice [Paperback]

C. Pinheiro (Author)

Book Description

Publication Date: January 4, 2010

The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:

1. How do I build up my client base?

2. Are engagement letters really necessary?

3. How do I encourage more client referrals?

4. How much should I charge for services?

5. How do I FIRE a bad client?

This book offers real answers to all of these burning questions. You will read multiple interviews with established, highly profitable Enrolled Agents. You will hear how other EAs keep their own practices profitable and keep clients (and money) rolling in. This book covers:

1. Marketing techniques for enrolled agents

2. How to use the internet and social networking to boost your community profile

3. How to find profitable IRS representation cases

4. How to avoid deadbeat clients

5. How to get lucrative referrals from other professionals

And much more!

If you have the tax knowledge and a desire to succeed in this business, this book will help you realize success.

Contributions and interviews with: Owen Arnoff EA, Chet Burgess EA, Darryl Carp EA, Kristin Delfau, EA, Bill Fulcher EA MBA, David Hatt, EA MS, Dineen Huft, Gabrielle Fontaine PB, Gary W Lundgren EA, and much more!

Editorial Reviews

Review

This book focuses on the specific needs of the tax preparation community. With solid and detailed advice on everything from how to configure your office space to how to market your practice, the author makes it easy to understand the components of a successful practice. Her personal experiences both good and bad are excellent learning tools to accompany her recommendations. I especially enjoyed the chapter on choosing your clients wisely, which in the long term is much more profitable and much less stressful. It goes against the traditional approach to building a business which is take everyone who walks in the door and when you are profitable enough, weed out the bad ones later .

Eventually, the bad clients cost you so much time and billable hours that you do not have the energy to find more good clients. She emphasizes a great point: to help your clients and stay in business, you need to get paid and on time! --By Kristin Delfau EA MA Author of: Turbo-Mom s Guide to Saving Money Without Wasting Time

About the Author

Christy Pinheiro is an Enrolled Agent, Accredited Business Advisor, and financial writer. She is the author of multiple books on taxation, bookkeeping, and management. Her finance and tax articles have been nationally published online and in various periodicals.

She is a member of the National Association of Tax Professionals and the National Association of Enrolled Agents.

Product Details

• Paperback: 279 pages
• Publisher: PassKey Publications (January 4, 2010)
• Language: English
• ISBN-10: 0982266049
• ISBN-13: 978-0982266045
• Product Dimensions: 8.8 x 5.9 x 0.8 inches
• Shipping Weight: 15.2 ounces (View shipping rates and policies)
• Average Customer Review: 4.6 out of 5 stars  See all reviews (9 customer reviews)
• Amazon Best Sellers Rank: #360,505 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

6 of 6 people found the following review helpful:

5.0 out of 5 stars Solid, useful advice - I wish I had it 25 years ago, July 20, 2010

By 

P. Luskey (Columbia, md United States) - See all my reviews
(REAL NAME)   

This review is from: The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice (Paperback)

I have 25 years of experience running my own successful tax oriented CPA firm. I bought this book not to help me start a new business, but rather to see if I could pick up any tips for improving my business.

I found that the advice in the book is right on target and totally consistent with what I have learned over the years (often the hard way).

Plus, the book is formatted in such a way that it is extremely easy to read and comprehend, which is a breath of fresh air after having to deal with the Internal Revenue Code on a daily basis. The real life examples of successful tax practices, complete with photos of the owners, gave life to the concepts being explained.

It was well worth the time and I picked up a number of tips that will stay with me.

8 of 9 people found the following review helpful:

4.0 out of 5 stars EA Interviews Make the Book Worthwhile, January 28, 2010

By 

Kyle T. Logan "Enrolled Agent" - See all my reviews
(REAL NAME)   

Amazon Verified Purchase

This review is from: The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice (Paperback)

Although it includes the generic "business startup" type info you can get from any such book, it does have enough Enrolled Agent specific information to make the book worthwhile. The interviews are very insightful. They provide both marketing and niche development advice and they help you to (re)consider your own business model to see if you are positioning yourself correctly. Recommended.

[...]

4 of 4 people found the following review helpful:

5.0 out of 5 stars This book helped me start my own business and 2011 is my first season as tax preparer, March 24, 2010

By 

Alex Siniak - See all my reviews
(REAL NAME)   

Amazon Verified Purchase

This review is from: The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice (Paperback)

Edit: February 2011

I had this book for almost a year and initially I didn't rate this book very high because I didn't find specific answers to the questions I had. But over the course of the year I found myself going back and re-reading some of the information as new (and my first) tax seasons was approaching fast.

This past year I also joined online tax community where Christy participates daily and helps anyone even "old dogs" and those are the one who ask tough questions. If I ever have specific question she is always one of the first to provide help, her assistance goes way beyond this book and I really appreciate it. Thank you, Christy Pinheiro.