How do you start doing tax returns on the side? I am a CPA, but work in industry. I’d like to get a handful of clients and start doing returns for a side gig - do I need to form /license a tax preparation business? I need to do some research for my state specifically but just generally trying to get an idea of what is involved. Also what’s the best software to use if I am just doing a handful of individuals and small businesses?

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I wanted to know this too. Another question I had was, after setting up the business, how do I get clients? Do ppl generally post an ad online ?

This is where it would be great to get recommendations for software that you can use on like a pay per use basis but that isn’t complete crap. Like what software is best for just a single person doing a few returns.

As a tax person I feel like you should know what type of business you should be forming,

Also maybe find a niche market to specialize in and offer to do friends or referrals taxes etc.

Fair point. Easy enough to figure out - more so am looking for people who have done it to give advice / pitfalls / ideas for software and entity structure. There are very strict rules on what types of advertising/ marketing are allowed. And I just have no experience with starting a practice. I’ve always worked for someone else and this stuff was handled by admin.

Check out requirements for the state and then make sure your employment contract allows it- Thumbtack is always a decent way to research other competition in your area and ideas how to set up your business

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