Planning to prepare tax returns next season?

August is the time to start building your client pipeline.

In this episode, Jason Carr gives new tax preparers a practical August plan for becoming visible, referable, and memorable before tax season. Instead of waiting until January to look for clients, Jason explains how to start building trust early with a simple, repeatable process.

Jason covers:

• Why new preparers should start talking about their business before tax season
• How to choose a first audience without locking yourself into a permanent niche
• Why an early-interest list can work better than asking people to hire you immediately
• How to build a referral list from people who already know and trust you
• What to post once a week in August
• How to track leads with a simple spreadsheet
• Why September follow-ups matter
  
  

If you are preparing to launch your tax prep business, this episode gives you a simple client pipeline plan you can implement before the busy season begins.

Key Takeaways

• August is a business-building month: New preparers should use August to build awareness before clients urgently need tax help.
• Start with one audience: A clear first audience makes your message easier to remember and refer.
• Use a small next step: An early-interest list, checklist, or readiness call gives people a reason to raise their hand before tax season.
• Referrals matter in year one: A list of 25 trusted contacts can create early momentum without paid ads.
• Post once a week: Four simple August posts can introduce your business, educate your audience, and invite early interest.
• Track every lead: A basic spreadsheet prevents missed follow-ups and lost opportunities.
• Follow up in September: Early conversations should turn into scheduled next steps before January.

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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