Meet Eric Green, founder of the Tax Rep Network, who joins Anchor to share his best advice on how to easily leverage millions of dollars of tax representation demand in the market. In this webinar, Eric discusses his personal career journey, how tax representation transformed his law firm, and the mistakes to avoid when getting started.
Our top 5 key takeaways are:
- Tax representatives can learn on the job and take advantage of on-demand training to gain knowledge and experience within the profession; it should take no longer than 30 days to become an expert.
- You do not need to hire high-end staff, accountants, or CPAs to run a tax representation practice; you need people who are detail-oriented and tech-savvy.
- The need for tax representation is huge because, currently, roughly one out of every 10 taxpayers in the U.S. owes money to the government or hasn't filed returns.
- Referrals and word-of-mouth are the best way to build up a new tax representation service or business; traditional marketing efforts take longer to pick up speed among your target audience.
- You don’t have to use a tech stack or a specific tax help software as a tax representative, but solutions like Anchor just make things easier.
Keep an ear out for the extended discussions surrounding these takeaways, and feel free to leave your favorites in the comment section under on the webinar video on our YouTube here.
