How To Run A Tax Business
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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Why the leap to ownership matters, and who this course is for
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What an EFIN unlocks, and how it relates to your PTIN.
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Requirements for Getting an EFIN
The five requirements the IRS wants satisfied before approval — PTIN, e-Services, business registration, the suitability check, and fingerprinting — plus realistic timing.The five requirements the IRS wants satisfied before approval — PTIN, e-Services, business registration, the suitability check, and fingerprinting — plus realistic timing. -
Step-by-Step: The EFIN Application
A full walkthrough of the IRS e-file application inside e-Services — every screen, every selection, and the answers that trip people up.
A full walkthrough of the IRS e-file application inside e-Services — every screen, every selection, and the answers that trip people up.
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Post-Approval Setup: Choosing Your Tax Software
What to look for in a platform once your EFIN is approved — bank product readiness, return types, speed, and support — and how to avoid a mid-season switch.
What to look for in a platform once your EFIN is approved — bank product readiness, return types, speed, and support — and how to avoid a mid-season switch.
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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
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Blaze through in as little as one week with focused effort, or pace yourself over a month. You control the throttle.
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No. Whether you’re a new preparer or a seasoned pro, the modules scale to your current skill level and push you higher.
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Every lesson includes step-by-step walkthroughs, quick-hit summaries, and downloadable cheat sheets. You’ll never feel lost.
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Yes. You gain 12 months of access to live Q&A sessions and a private forum where your instructor answers tough scenarios weekly.