Your tax prep business needs to be findable before clients arrive.

In this episode, Jason Carr explains how new tax preparers can set up a professional online presence in September without overthinking it. Instead of spending weeks on custom websites and social media strategies, Jason walks through the minimum viable setup that makes a new practice look credible and discoverable.

Jason covers:

• Why Google Business Profile is the most important first step
• How to build a simple one-page or three-page website
• Why a professional email address matters
• How to choose one social media platform and post weekly
• How online presence supports referral strategy
• What to avoid in the early stages

Key Takeaways

• Google Business Profile comes first: It determines whether your business appears in local search results.
• A simple website is enough: One to three pages with your services, contact information, and a professional photo.
• Professional email signals professionalism: Use a domain-based email address, not a personal account.
• Pick one social media platform: Weekly helpful posts on Facebook or LinkedIn are better than silence on five platforms.
• Online presence supports referrals: Your website and profile give referral sources something to share.
• Avoid overbuilding: You do not need a perfect website before you have clients.

Resources Mentioned

• MuseSpring: https://musespring.com
• Tax Business Blueprint Program: https://musespring.com
• The Law Office of Jason Carr, PLLC: https://carrtaxlaw.com

Disclaimer

Content on this channel is provided by MuseSpring LLC for educational and informational purposes only. It does not constitute legal or tax advice or establish an attorney-client relationship. MuseSpring LLC is not a law firm. Jason D. Carr appears in MuseSpring content in his capacity as an educator and founder of MuseSpring LLC, not in his capacity as an attorney with The Law Office of Jason Carr, PLLC. For advice specific to your situation, consult a qualified tax professional or licensed attorney.

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