How to run a tax office

Everything you need to go from tax preparer to tax office owner — your EFIN, your business setup, your compliance, and a plan to grow. No more splitting fees. Just a clear path to running your own office.

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Meet Your Instructor

Krysten Molly Dotson is a tax business owner, mentor, and educator dedicated to helping aspiring and established tax professionals build successful businesses with confidence. Through years of hands-on experience in tax preparation, business development, software implementation, and team leadership, she has helped tax professionals launch, grow, and scale their own tax offices. As the founder of Need Tax, her mission is to simplify the journey to business ownership by providing practical education, proven systems, and the tools professionals need to succeed. Every lesson is built from real-world experience—not theory—so you can confidently build a tax business designed for long-term success.

Frequently Asked Questions

  • Blaze through in as little as one week with focused effort, or pace yourself over a month. You control the throttle.

  • No. Whether you’re a new preparer or a seasoned pro, the modules scale to your current skill level and push you higher.

  • Every lesson includes step-by-step walkthroughs, quick-hit summaries, and downloadable cheat sheets. You’ll never feel lost.

  • Yes. You gain 12 months of access to live Q&A sessions and a private forum where your instructor answers tough scenarios weekly.