UNLOCK THE BLUEPRINT TO
LAUNCH & SCALE
A TAX BUSINESS WITH SLM FINANCIAL
Join us for an exclusive webinar presented by SLM Financial, led by experienced tax business mentor Shermel. Discover how to legally establish, brand, and rapidly grow your own profitable tax practice.
SLM Financial has empowered hundreds of tax professionals to build real income streams—and now it’s your turn.
WHO IS THIS WEBINAR IS FOR...
1
Aspiring tax professionals ready to launch their own business
2
Solo preparers seeking to scale their business from 50 to 300+ clients
3
Established tax professionals wanting repeatable growth and efficiency
4
Those wanting hands-on training and a proven roadmap to success
Tax Business Foundations
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How to legally structure your tax business: EIN, LLC registration, PTIN, and E‑file credentials
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Opening a business bank account and office setup essentials
Branding & Marketing
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Choosing a memorable business name and designing a clean, professional logo
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Building your brand presence online and offline
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Guerilla-style marketing tactics to attract your ideal clients
Operational Strategy & Growth
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Selecting and purchasing the right tax software package for your business size and structure
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Cloud vs desktop solutions—what aligns with your workflow and budget
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Organizing your office, workflows, and client intake
Scaling Your Practice
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Weekly coaching flow to stay accountable and moving forward
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Tips for consistently attracting new clients to reach 6‑figure growth goals
Step-by-step setup checklist
The outcome would be that you will start legally and confidently
Marketing
blueprint
You will know how to Attract and retain high‑value clients
Coaching & Support
You will Avoid costly mistakes and shortcut your growth
Expansion strategies
You will scale from solo practice to a team‑based business
