Preseason Success Blueprint

The Pre-Season Success Blueprint is the ultimate guide for tax professionals who want to dominate before January 1. This powerful, unbranded toolkit walks you step-by-step through everything you should be doing in November and December to build momentum, attract clients early, and launch tax season fully prepared and organized.

This blueprint eliminates confusion and guesswork by giving you clear marketing strategies, setup instructions, weekly goals, and ready-to-use checklists designed for beginners and seasoned professionals alike.

If you want a strong, profitable, stress-free start to tax season, this blueprint is the foundation you need.

What’s Included:

✔ How to Market Before January 1

Simple, proven marketing methods that help you get clients early, build trust, and increase visibility across social media, your community, and digital channels.

✔ What to Set Up in November & December

A complete guide on office setup, software activation, compliance requirements, business essentials, and marketing systems you must have in place before the season opens.

✔ Weekly Goals Worksheet

A structured, easy-to-use worksheet that helps tax professionals stay consistent with marketing, admin tasks, revenue preparation, and personal growth throughout the entire pre-season.

✔ Pre-Season Marketing Ideas

A list of practical, creative, and beginner-friendly marketing ideas you can use both online and in your community to build a steady pipeline of clients before January 1.

✔ Pre-Season Preparedness Checklist

A full checklist covering business readiness, software setup, office prep, marketing tasks, and client communication — ensuring nothing is missed before the season starts.

Who This Blueprint Is For:

• New tax professionals preparing for their first season
• EROs building or expanding their office
• Service bureaus training downlines
• Preparers who want a stronger start to tax season
• Tax pros who struggle with consistency or pre-season planning