The MuseSpring Minute
The MuseSpring Minute is a weekly podcast for aspiring and new tax preparers who want to build their own independent tax practice. Hosted by tax attorney Jason Carr, each short episode delivers practical guidance on everything from getting your first clients to pricing your services, all from the only attorney-led training platform in the tax prep space.
Episodes
15 episodes
What to Do in July If You Want to Start a Tax Prep Business by January
Thinking about starting a tax preparation business next filing season?Do not wait until December.In this episode, Jason Carr explains what aspiring tax preparers should do in July if they want to be ready for clients by January. H...
Tax Preparation vs. IRS Representation: Where New Preparers Need to Draw the Line
Preparing a tax return and representing a taxpayer before the IRS are different roles.In this episode, Jason Carr explains where new tax preparers need to draw the line. He covers the practical difference between explaining an IRS notice...
How to Turn Tax Prep Clients Into Year-Round Advisory Revenue
Tax preparation can be the entry point to a much deeper client relationship.In this episode, Jason Carr explains how tax preparers can identify year-round advisory opportunities from the tax returns they already prepare. Instead of treat...
The Tax Season Workflow That Keeps New Preparers From Falling Behind
Tax season gets messy quickly without a repeatable client workflow.In this episode, Jason Carr explains how new tax preparers can keep client work organized from first inquiry through final delivery. Rather than relying on memory, scatte...
How to Choose Your First Tax Prep Niche Without Overthinking It
Choosing a niche is one of the first business decisions a new tax preparer faces, but it can quickly become a source of overthinking.In this episode, Jason Carr explains how to choose a first tax prep niche in a practical way. Instead of...
From Side Hustle to Full-Time Practice: The Tax Preparer's Growth Path
Tax preparation is not just a side gig. It is a career path with a real growth trajectory.In this episode, Jason Carr maps the three phases of building an independent tax practice:Phase one, the side hustle: your first...
5 Mistakes That Sink New Tax Preparers (And How to Avoid Every One)
After years of working with tax preparers through his law firm, Jason Carr has watched the same five mistakes trip up new preparers again and again. Every one of them is avoidable.In this episode, Jason walks through the five that do ...
AI and Tax Prep: Why Technology Is Your Advantage, Not Your Replacement
Will AI replace tax preparers?In this episode, Jason Carr answers one of the biggest questions aspiring tax professionals are asking right now: whether artificial intelligence will make tax preparation obsolete.Jason explains that...
How to Price Your Services (The Episode That Pays for Itself)
Most new tax preparers underprice their services.They look at what national chains charge, cut the price, and assume that being cheaper will help them win clients. In this episode, Jason Carr explains why that approach can hurt a new tax...
How to Get Your First 10 Clients Without Spending a Dollar
Getting your first 10 tax prep clients can feel intimidating, especially if you are starting without a marketing budget.In this episode, Jason Carr gives aspiring tax preparers a practical plan for finding their first clients using relat...
Choosing Your Tax Software (And the Tools You Actually Need)
Choosing tax software is one of the first major decisions a new tax preparer has to make.In this episode, Jason Carr explains how to evaluate professional tax software without getting overwhelmed. Your tax software is where you will spen...
What Your First Year as a Tax Preparer Actually Looks Like
Thinking about starting a tax prep business but unsure what the first year actually looks like?In this episode of The MuseSpring Minute, Jason Carr gives a month-by-month roadmap for launching a tax preparation business. Instead...
Starting Your Tax Prep Business: The Legal Setup from A to Z
Ready to start a tax preparation business, but unsure what needs to happen first?In this episode, Jason Carr gives a practical walkthrough of the legal setup for a new tax prep business. Before taking your first paid client, you need mor...
Is a Tax Prep Business Right for You? 5 Questions to Ask Yourself
Thinking about starting a tax preparation business, but unsure whether it is the right fit?In this episode, Jason Carr breaks down five practical questions every aspiring tax preparer should ask before launching. Tax preparation can be a...
Why Tax Preparation Is the Best Business Nobody's Talking About
Tax preparation is one of the most overlooked business opportunities in America.In this opening episode of The MuseSpring Minute, Jason Carr, a licensed tax attorney and founder of MuseSpring, explains why the tax preparation profession ...