How to Start & Run a Tax Preparation Business

Turn Tax Season Into Your Most Profitable Business - Starting This Year

You do not need money, a computer, or years of experience to open a tax office. This 2027 handbook from One Tech Group hands you the exact, field-tested playbook independent preparers use to launch fast, get paid, and come back bigger every season.

Written for the 2027 filing season (Tax Year 2026), it walks you step by step from zero to a fully running office:

• Launch with nothing: the "no money, no computer, no problem" path to opening your doors.


• Get legal and compliant: PTIN, EFIN, and your IRS-required WISP (Written Information Security Plan) - what it is, the penalties for skipping it, and how to get one done.


• Make real money with bank products: the truth about refund advances - how offering them puts more revenue in your pocket while clients pay nothing upfront, with a side-by-side office-vs-office profit comparison.


• Fill your office: Google Business Profile, geo-targeted Facebook & Instagram ads, direct mail, and low-cost guerrilla marketing that works on a shoestring.


• Earn all year: notary, tax resolution, IRAs & investments, and business loans - turn a 3-month season into 12 months of income.


• Run it like a pro: a 22-piece operations Toolkit - pricing sheets, scripts, checklists, and marketing calendars you can use today.

This is a handbook, not a course - no fluff, no quizzes. Every page is built to help you open, get paid, and grow. If you are ready to own a tax business instead of just working one, start here.

Get your team and software set up at www.protaxsoft.com - no money, no computer, no problem.