From Bookkeeper to Tax Pro

From Bookkeeper to Tax Pro

You already understand your clients’ numbers. Now it’s time to expand your services and increase your earning potential.

From Bookkeeper to Tax Pro is a practical guide created for bookkeepers who are ready to add tax preparation to their business but aren’t sure where to begin.

Inside, you’ll learn how your bookkeeping experience gives you a strong foundation for tax preparation, what you need to legally prepare tax returns, how to begin building your tax knowledge, and how adding tax services can create an additional stream of income while allowing you to serve your existing clients at a higher level.

This guide covers:

• How bookkeeping skills transfer into tax preparation
• The first steps to becoming a tax professional
• PTIN, EFIN, software, training, and other essentials
• Ways to add tax preparation to your current bookkeeping business
• Income potential and opportunities for growth
• How education, mentorship, and the right systems can help you confidently make the transition

You don’t have to start an entirely new business—you can build on the business and skills you already have.

If you’re ready to go from recording the numbers to understanding how those numbers impact the tax return, From Bookkeeper to Tax Pro will show you where to start.

Branding Notice (LWJ): Some digital products may feature the branding and colors of affiliated brands, including Tax Academy Pro, Apex Advisor Group, and TSG ProAdvisor. Learn with Jenny serves as the central hub for all educational resources created by Jennifer Colon.