Homework for Future Tax Bosses: Set Up a Training Schedule for Your Team

Let’s be honest, having a great team starts with great training. Whether you're gearing up for tax season or building a powerhouse firm from scratch, your agents can only be as strong as the systems you set in place.

✅ Your homework this week:Create a structured training schedule for your team. That means thinking beyond just tax law. Your team needs to understand:

Tax software navigation
Document intake and client onboarding
Customer service & communication etiquette
Compliance and ethical standards
Sales strategies to close the deal

Break your training into bite-sized weekly topics and include hands-on practice sessions. You can even assign team leads to help coach recruits.

The goal? Have every team member trained, confident, and ready to serve your clients like pros before peak season hits.

QUESTION: Have you already started building your training calendar? What’s the first topic you’re covering? Let's discuss.

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