Skip navigation

How about adding tax prep to your business?

or Register to post new content in the forum

21 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 3, 2008 4:47 am

Coach, I won’t tell you not to break into the business via the tax and accounting method, but if you do, I’d literally plan on selling the entire practice later and perhaps sharing a building with yoru buyer so you can cross-refer.  I just wouldn’t want to be on the hook for any tax matters after you sell.

  Another way to break into the business might be to affiliate with an independent Ray Jay or LPL office in your area as a tax-planning specialist/investment rep.  You could enhance your drawing power by adding a CFP at some point and doing some financial planning work.  Those are just some thoughts...there are a million ways to enter the business, including those you referenced above.