#498 How to Build a $50k/Month Tax Advisory Practice episode artwork

EPISODE · May 7, 2024 · 22 MIN

#498 How to Build a $50k/Month Tax Advisory Practice

from Main Street Business · host Mark J Kohler and Mat Sorensen

In this episode of the Main Street Business Podcast, host Mark J Kohler shares an insider's perspective on becoming a successful Tax Advisor. Mark maps out the process, reveals the untold benefits and dispels the common myths of advisory services, and encourages you to take the next step.Here are some of the highlights:Mark urges you to set goals, establish their motivation, and self-evaluate before making the leap into advisory.Mark maps out the technical training steps: becoming a certified tax advisor, enrolled agent, and training on tax return preparation.Emphasizes the need for street-smart tax strategies to provide valuable advice to clients.Importance of hiring an executive assistant to handle administrative tasks and support client management.Encouragement to follow ALL the necessary steps for building a successful advisory practice.Overview of the resources, benefits, and training opportunities within the Main Street Tax Pro Network.Details on conferences and workshops offered to enhance skills and collaboration in the tax advisory field.This episode is a must listen for anyone looking to build a successful tax advisory practice!Ready to Take the Next Step?Work With Mat & Mark’s Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen’s Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler’s 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...

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In this episode of the Main Street Business Podcast, host Mark J Kohler shares an insider's perspective on becoming a successful Tax Advisor. Mark maps out the process, reveals the untold benefits and dispels the common myths of advisory services, and encourages you to take the next step. Here are some of the highlights: Mark urges you to set goals, establish their motivation, and self-evaluate before making the leap into advisory.Mark maps out the technical training steps: becoming a certifi...

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#498 How to Build a $50k/Month Tax Advisory Practice

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This episode was published on May 7, 2024.

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