The 6-Figure Planner For Tax Professionals

Plan to Scale: Your Guide to a Six-Figure Tax Season

Stop relying on chance and plan to scale your business to six figures today with the essential 6 Figure Tax Season Planner. Designed specifically for professional Tax Preparers, this robust 12-month organizational tool is entirely dedicated to optimizing your entire tax cycle, ensuring you are prepared for every month—not just the peak season. It's your ultimate operational playbook, packed with specialized marketing, branding, and operating tips, essential IRS information, revenue goal calculations, budgeting tools, and three comprehensive checklists. Secure your instant digital download and transform your preparation process from start to finish!

What you will learn:

• Establish Your Foundation: Review steps for legally operating, including obtaining PTIN, EIN, and EFIN.
• Calculate Revenue Goals: Set and calculate individual and self-employed revenue goals to target a six-figure income.
• Master Marketing: Utilize expert tips for successful client acquisition, including email marketing and the Refer-A-Friend program.
• Develop Professional Branding: Strategically choose colors, a logo, and a slogan to make your brand distinct.
• Optimize Operations: Compare the advantages and disadvantages of a Mobile Tax Office versus a Store Front location.
• Implement Time Management: Learn the practice of time-blocking to maximize productivity and organize deadlines.

File Format:

Instant digital download - PDF

Important Download Note 

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

• Windows: Right-click the ZIP file and select "Extract All..."
• Mac: Simply double-click the ZIP file.
• The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.

License & Terms:

This digital product is for personal or internal business use only. It may not be resold, shared, or redistributed in any format. 

All rights reserved by The Curative Resource Co.