Tax Prep Clients

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  • #197627
    Anonymous
    Inactive

    I know a few topics of this nature have flown around a bit, but I just wanted to kind of explain my situation and get some opinions.

    While studying for REG I sat for the Enrolled Agent (EA) exams and passed, so I am an Enrolled Agent and assuming I passed REG (I’ll find out on Nov 4th!) then I will only have to pass FAR to be done with these exams. If I don’t pass REG and/or FAR by 11/30, then I lose BEC. …….So that’s why I did the EA just in case I can’t wrap up the CPA by the end of the year.

    I looked into buying a smaller practice in my area, which was a good deal and almost entirely tax clients, but the seller decided he only wants to sell to a CPA, so hopefully it is still there when and if I finish the CPA. But if not, then it doesn’t really help me out with being an EA.

    Basically I want to find out if my goal of getting 50+ tax prep clients in my first year out is realistic? If so, what methods are best to get these clients? For my first year out I don’t mind too much if they are price shoppers, and I would prefer to stay away from family and friends as clients as I don’t want to create a potentially awkward situation.

    So, is it possible for me to get 50+ clients in this upcoming season? What tactics are my best bet to get there?

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