๐ Why Most Tax Pros Struggle to Scale Past 100 Clients
Getting your first 50โ100 clients is excitingโฆ but for many tax pros, thatโs where growth stalls. Hereโs why: ๐ง The Top 3 Reasons Most Tax Pros Hit a Ceiling: 1. No Systems or Automations - You canโt scale if every return depends on you doing everything. Without a streamlined onboarding, prep, and follow-up systemโyou hit capacity fast. 2. Underpricing and Overdelivering - Many tax pros charge too little and do too much. Thatโs a recipe for burnout, not growth. If youโre charging $150 a return and doing advisory-level work, itโs time to raise the bar. 3. No Off-Season Strategy - You need recurring income, upsells, or off-season services (like credit repair, resolution, or coaching) to stay profitable year-round. No strategy = seasonal stress. ๐ฌ Question for You: Where are YOU feeling the most stuck when it comes to scaling?Drop a comment belowโletโs talk through it and grow stronger together. ๐