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2 contributions to The EFIN Tax Growth Hub
๐Ÿ“‰ Why Most Tax Pros Struggle to Scale Past 100 Clients
Getting your first 50โ€“100 clients is excitingโ€ฆ but for many tax pros, thatโ€™s where growth stalls. Hereโ€™s why: ๐Ÿšง The Top 3 Reasons Most Tax Pros Hit a Ceiling: 1. No Systems or Automations - You canโ€™t scale if every return depends on you doing everything. Without a streamlined onboarding, prep, and follow-up systemโ€”you hit capacity fast. 2. Underpricing and Overdelivering - Many tax pros charge too little and do too much. Thatโ€™s a recipe for burnout, not growth. If youโ€™re charging $150 a return and doing advisory-level work, itโ€™s 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. ๐Ÿ’ฌ Question for You: Where are YOU feeling the most stuck when it comes to scaling?Drop a comment belowโ€”letโ€™s talk through it and grow stronger together. ๐Ÿ‘‡
๐Ÿ“‰ Why Most Tax Pros Struggle to Scale Past 100 Clients
1 like โ€ข May 22
It's hard to make videos and go live on social media. It's that would be great promo I'm just introverted. I need help breaking that cycle
Introduce Yourself!
Introduce Yourself! Hey Tax Pros Community! Please take a quick moment to: 1) Introduce yourself 2) Where you're from 3) What is your first goal you want to accomplish in the next 30 days related to the growth of your tax business?
1 like โ€ข May 22
I'm Mercedes, I'm from Michigan my goal is to get my company more visibility, and more clients. I'm also thinking about starting a small team
1-2 of 2
Mercedes Johnson
1
3points to level up
@mercedes-johnson-8285
SAHM, Tax Pro, Digital storefront owner, Trucking Dispatcher

Active 1d ago
Joined May 17, 2025
Michigan
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