Let us help you with your tax business!

Why Start a Tax Business?

Starting a tax business can be a highly rewarding venture, offering financial independence, flexibility, and the satisfaction of helping others navigate their taxes. The demand for tax professionals continues to grow, making this an opportune time to enter the industry.

At Pleasant Financial Services, we provide comprehensive support to help you launch and grow your own tax business. Here’s how we assist you at every step of the way:

1. Tax Law Updates

• Stay Current: We keep you informed about the latest changes in tax laws and regulations, ensuring that your business remains compliant and your clients receive accurate advice.
• Training & Resources: Access to regular updates and training sessions to keep your skills sharp and your knowledge current.

2. Tax Software Setup

• Software Solutions: We offer access to top-tier tax preparation software tailored for both personal and business tax returns.
• Setup & Training: Our team will assist you in setting up your software and provide training to ensure you can use it efficiently.

3. Business & Personal Tax Preparation

• Comprehensive Services: We guide you through the intricacies of both business and personal tax preparation, enabling you to serve a wide range of clients.
• Ongoing Support: Our experts are available year-round to answer questions and provide guidance on complex tax issues.

4. EFIN & PTIN Assistance

• EFIN (Electronic Filing Identification Number): We help you navigate the application process for obtaining your EFIN, essential for e-filing tax returns.
• PTIN (Preparer Tax Identification Number): Assistance with obtaining your PTIN, a requirement for anyone preparing or assisting in the preparation of federal tax returns for compensation.

5. One Year of Office Support

• Ongoing Help: For your first year in business, enjoy continuous support from our team. Whether you have operational questions or need help with a specific tax case, we’re here for you.
• Consultation: Regular check-ins to ensure your business is growing and adapting to changes in the tax industry.

• Experience & Expertise: With years of experience in the tax industry, we provide the knowledge and resources you need to succeed.
• Comprehensive Support: From the initial setup to ongoing operations, we cover all aspects of starting and running a tax business.
• Client Success Stories: Hear from those who have successfully launched their tax businesses with our support.

Contact Us Today!

• Consultation: Schedule a free consultation to discuss your goals and how we can help you achieve them.

Additional Resources:

• Upcoming Webinars: Join our upcoming webinars focused on building a successful tax business : COMING SOON