Consumer tax software and Robotic Process Automation (RPA) are already eating into the US personal income tax preparation market. Both the 2019 and 2020 filing seasons saw declines in the usage of paid preparers. While only a tiny decline, this trend will continue to accelerate, putting downward price pressure on small tax return practitioners.

The solution? Business returns.

In this 2-hour training video, tax firm marketing expert Jassen Bowman, EA, CTR walks you through a step-by-step process for marketing your services to small business owners. He presents a complete service model for the small firm practitioner to become the "Outsourced CFO" for those small businesses that need such services, but either don't realize it or don't think they can afford it.

In addition, Jassen will show you a complete, 3-pronged client acquisition system to find your new business clients. You'll see actual marketing examples, where to source your leads, and how to structure your offers to attract business clients.

This simple approach to growing your practice will enable you to ditch the seasonal roller coaster of 1040 tax prep work, and transition your tax firm into a more profitable practice built on serving far fewer clients, but at much higher recurring fees.