Which software do you prefer?

Janice entered the United States on August 1, 2020 in J-1 student immigration status. On August 10,2023, her husband Rick joined her in J-2 immigration status. Janice and Rick had no income in 2024. Are Janice and Rick required to file any form(s)? a. Yes, Form 8843 b. No, no forms required c. Yes, 1040NR and Forms 8843 d. Yes, 1040 filing married filing jointly

This holiday season, reward your loyal clients and attract new ones with the December Loyalty Program from Refund Advantage. ✨ Give customers up to $500 in $25 increments, you decide who gets rewarded and how much. 💳 Funds are disbursed on the FasterMoney® Visa® Prepaid Card, which can be used throughout the year for shopping, bills, and more. 🎯 You know your clients best, so, you’re in full control of how loyalty funds are distributed. Make this December unforgettable for your clients by giving back while building stronger customer loyalty.

Most new tax pros don’t have a client problem — they have a visibility and trust problem. If people don’t know what you do, who you help, or why they should choose you…They’ll go with whoever’s showing up louder, clearer, and more confidently. Let’s fix that. Here’s how to start bringing in clients — even with zero followers or experience. 🔑 5 Ways to Start Getting Clients (RIGHT NOW) 1. Talk About Taxes Every Day You can’t be in the “secret service.” If you want people to think of YOU when tax season hits, you need to show up consistently — online AND offline. ✅ Share tax tips, bust myths, drop money gems ✅ Use hashtags like #taxseason or #taxpro to boost reach ✅ Educate instead of just advertising Example: “Did you know you can write off part of your rent if you work from home? 👀 Most people don’t — but I make sure my clients do.” 2. Leverage the People You Already Know Your first 10–20 clients are already in your circle. You just haven’t told them what you do. ✅ Make a list of 50 people in your contacts or DMs ✅ Send this message: “Hey! Just wanted to let you know I’m now offering tax services this season. If you or anyone you know needs help filing, I’d love to take care of them. Here’s my link to get started!” This is warm lead gold — don’t sleep on it. 3. Use Smart Incentives You don’t need to beg — but a little motivation can go a long way. ✅ Offer $25–$50 referral bonuses ✅ Run a giveaway (free return or gift card) ✅ Say it loud: “Tag someone who still hasn’t filed. I got them!” 4. Become the Go-To Expert in One Niche Trying to help everybody = helping nobody. Pick a lane and dominate it: 👶🏾 Parents? Talk child tax credits 🚗 Rideshare drivers? Break down self-employment write-offs 📈 Business owners? Teach 1099 vs S-Corp strategies The riches are in the niches. Own yours. 5. Post Content That Converts If you don’t know what to post — start here: ✅ Client wins, refund screenshots, or testimonials ✅ “Did you know…” style reels ✅ Common tax mistakes to avoid

If you’re an ERO or Service Bureau and you're serious about recruiting tax partners this season — it's time to stop guessing and start executing. This is the exact 28-day content strategy I’m using all month to attract aligned, motivated tax professionals to my team — and now I’m handing it to you. No more content blocks. No more “what should I post? ”This playbook gives you everything laid out — day-by-day. Inside, you’ll get: ✅ 4 themed content weeks ✅ 28 post ideas with scroll-stopping hooks & CTAs ✅ A plug-and-play roadmap to stay consistent ✅ A strategy designed to turn views into actual partners Let’s stop winging it. Let’s build your team the smart way 💼🔥