01
The Right Path for Your Goals
Understand the difference between starting from zero, preparing returns, building an ERO operation, developing a service bureau, receiving individual guidance, and referral opportunities.
Free Modern Tax Solutions Webinar
How to Start & Grow a Tax Business From Home
Learn how the tax industry works, what you need to get started, how tax professionals attract and retain clients, and the paths available to build and grow a tax business.
Next live session
8:00 PM Eastern · Eastern Time
Free registration includesThe Tax Practice Blueprint, a complimentary Modern Tax Solutions e-book delivered immediately.
Reserve My Free Seat + Get the Blueprint
No prior tax-business experience required.
Your Registration Bonus
Register Free.
Get the Blueprint.
Before we meet live, we want you to have something useful. The Tax Practice Blueprint introduces the roadmap, setup fundamentals, practice systems, client acquisition, business economics, and your first 30 days.
The RoadmapBuild the FoundationLaunch ChecklistBuild Your SystemYour First 100 ClientsKnow the NumbersYour First 30 Days5 Mistakes to Avoid
Normally, someone might expect to register and wait. We’re giving you the Blueprint immediately so you can start learning before we meet live.
The Opportunity
The Tax Business Is Bigger
Than Preparing Returns.
Tax preparation sits inside a broader business ecosystem. You do not have to start at the highest level. You need to understand which path fits where you are today.
TechnologyTrainingClient AcquisitionERO OperationsTeamsService BureausSystemsMarketingBusiness DevelopmentReferrals
Inside the Training
What We’ll Build Together
02
PTIN vs. EFIN & Setup
Understand how different credentials and roles fit into the tax-business ecosystem.
03
Your Client-Acquisition System
Attract. Convert. Serve. Retain. Refer. See how those stages work together.
04
The Workflow That Keeps Clients Moving
Learn the roles of software, intake, document collection, CRM, follow-up, payments, and secure workflow.
05
Pricing, Fees & Profitability
Understand gross fees, business costs, pricing, operations, and actual profit without confusing revenue with take-home income.
06
Your 30-Day Action Plan
Leave knowing what your first month of implementation should look like.
Who It’s For
This Training Was Built for You If...
Starting From Zero
You’re interested in the tax business but don’t know where to begin.
Tax Preparer
You have or are pursuing the credentials applicable to your role and want software, systems, training, and business support.
ERO
You have an EFIN and want to develop a team.
Tax Entrepreneur
You’re interested in building a larger tax operation, service bureau, or related business.
Affiliate
You’re interested in the opportunity but may not want to personally prepare tax returns.
Client Acquisition
How Do You Actually Find Clients?
Personal Network
Start with the people who already know and trust you.
Social Content
Teach clearly and stay visible where your market spends time.
Local Partnerships
Build relationships with aligned local businesses and organizations.
Community Visibility
Show up consistently in the places your clients already gather.
Follow-Up System
Respond fast and keep each lead moving toward a clear next step.
Software is important. Software alone does not create clients. Successful practices need visibility, positioning, service, follow-up, retention, and referrals.
From Tool to Operation
Software Is One Part
of the Business.
Software+Client Intake+Document Collection+CRM+Payments+Workflow+Follow-Up
The goal is to build a practice that is organized, repeatable, and easy for clients to move through.
Meet Your Host
Jihad
Naseer
Founder & CEO
Modern Tax Solutions
As a tax professional, entrepreneur, and community advocate, Jihad Naseer created Modern Tax Solutions to do more than provide tax software.
MTS is being built around the technology, education, systems, support, and infrastructure professionals need to build sustainable tax businesses.
During this webinar, Jihad will walk through the tax-business model from the ground up and help participants understand which path best fits where they are today.
The MTS Philosophy
Technology.
Support.
Growth.
Technology
Technology gives you tools.
Support
Support helps you use them.
Growth
Growth comes from putting the right knowledge and systems into action.
Modern Tax Solutions is being built around more than software.
Your Registration Includes
Here’s What You Get
Free Live Tax Business Webinar+
Free Tax Practice Blueprint E-Book+
30-Day Action Framework+
Client Acquisition Framework+
Tax-Business Path Explanation+
Live MTS Training+
FREE
Questions Before You Register?
Frequently Asked Questions
Do I need tax experience?
No. The webinar is structured so someone starting from zero can understand the tax-business model.
Do I need a PTIN?
No. We’ll explain where a PTIN fits and the paths available depending on your goals.
What if I already have an EFIN?
The webinar also covers the ERO and team-building path and larger tax-business growth models.
Do I have to prepare tax returns myself?
No. We’ll discuss multiple ways someone may participate in the tax-business ecosystem.
Is the webinar really free?
Yes. Registration is free.
Do I really get the e-book free?
Yes. Every registered attendee receives a complimentary copy of The Tax Practice Blueprint after registering.
When do I receive the e-book?
Immediately after registration. It is available on the confirmation page and sent by email.
What is The Tax Practice Blueprint?
It is a practical MTS guide covering the tax-business roadmap, setup fundamentals, practice systems, client acquisition, business economics, your first 100 clients, your first 30 days, and common mistakes to avoid.
Will you discuss MTS programs?
Yes. The webinar will explain the different MTS paths based on where you are starting and what you want to build. Exact program pricing is reserved for the live webinar.
Future Pace
Imagine Leaving the Webinar Knowing...
The goal is not to overwhelm you with information. The goal is to give you a clear path forward.
- Where you fit in the tax-business ecosystem
- Which credentials apply to your goals
- What systems you need
- How to begin building a client pipeline
- How EROs build teams
- How larger tax-business models work
- What to focus on during your first 30 days
- Which MTS path fits your goals
Free Modern Tax Solutions Webinar
You Have the Blueprint.
Now Let’s Build the Business.
How to Start & Grow a Tax Business From Home
Next live session
8:00 PM Eastern · Eastern Time
Register free today and we’ll immediately send you The Tax Practice Blueprint.