The Ultimate Guide to Starting & Building Your Mobile Tax Business
by T. Willis
Dreaming of owning a high-margin, flexible tax practice?
Feeling stuck in a traditional office? Ready to serve clients anytime, anywhere—and build a business that moves with you?
The Ultimate Guide to Starting & Building Your Mobile Tax Business is your step-by-step roadmap to launching a profitable remote tax firm. This comprehensive manual breaks down everything you need to know to start, grow, and sustain a mobile practice that reflects your values and fits your lifestyle.
Inside, you'll learn how to:
• Choose your niche and service model
• Become an IRS-authorized ERO
• Select the right software and banking tools
• Set up secure systems for client communication and document management
• Stay compliant with IRS regulations and WISP requirements
• Build a brand that's professional, mobile, and built to scale
Whether you're starting from scratch or transitioning from a brick-and-mortar setup, this guide helps you build with confidence. You'll gain high-margin insights that lead to high-margin returns—and the freedom to work from anywhere.
Packed with practical advice, visual tools, and empowering language, this book is perfect for aspiring tax professionals, mobile entrepreneurs, and anyone ready to turn knowledge into income.
Includes:
• Glossary of key terms
• Launch checklist
• Startup cost & resource guide
Your mobile tax business starts here. Build boldly. Serve freely.
