Do You Have What It Takes to MAKE IT BIG

In The Tax Industry?

Becoming a tax professional isn’t just about crunching numbers — it’s about building a business, leveling up your financial literacy, and earning real money while helping others secure the bag.

The tax industry is one of the most recession-proof fields out there, with opportunities to make serious income every single year. Whether you’re looking for a new career path, a side hustle, or a shot at running your own tax office, this could be the first day of the rest of your life.

Take this quiz and find out: are you built for the tax game? Or better yet, are you leadership material?

Tell Us A little About You...

First Name *

Phone *

Email *

I filed taxes as a professional in 2024 *

Yes

When I think about taxes I feel….. *

How comfortable are you talking to people about money and offering services? *

Very comfortable — I love helping people solve money problems (5 points)

Comfortable — I can get the job done with a little practice?

I’ll do it, but I don’t love selling

I don’t like talking about money at all

How confident are you in selling a service, even to friends or family? *

Super confident — I can sell ice in the winter!

I’m pretty good, but I could use a few tips

I’ll do it, but I don’t love selling

I don’t like selling — I just want to do the work

You’re helping a client with their tax return and realize they qualify for a credit they didn’t know about. What’s your reaction? *

Excited! I love finding ways to save people money

Happy to help and glad I learned about that credit

A little nervous but relieved I figured it out

Stressed — I hope I don’t mess it up

When it comes to learning about financial literacy, taxes, and laws, what’s your attitude? *

I love learning new things — knowledge is power

I’m open to learning if it helps me grow my income

I’ll learn what I need to get by

I don’t enjoy learning about financial topics

A client asks a question you don’t know the answer to. What do you do?

Tell them I’ll find the answer and follow up ASA

Check my resources and try to give an answer on the spot

Refer them to someone else more experienced

Guess and hope I got it right

Tax season can be busy, fast-paced, and stressful. How do you handle that environment?

I thrive under pressure and stay organized

I can handle stress, but I like to have a pla

I manage stress okay, but I need breaks

I avoid high-stress situations when I can

Imagine this: It’s the middle of tax season, and a client refers their cousin to you. How do you react?

I thank the client, onboard their cousin, and follow up for more referrals

I take on the new client and let them know I’m open for more business

I accept the new client but don’t ask for more referrals

I feel overwhelmed but take them on anyway