Whether you're brand new to tax preparation, already filing returns, or running an office and looking to scale — this session shows you what it actually takes to build a profitable tax business in 2027.

Randy D. Page has spent 25 years in this industry. He's filed over 50,000 returns, trained 150+ preparers, and grown struggling tax offices from 150 returns a year to over 400.

In this session:

✅ The 6 steps to building a six-figure tax business
✅ What you really need to file legally — PTIN, EFIN, software, and the timeline that trips people up
✅ Three marketing strategies that get clients without paid ads
✅ How independent preparers get paid, and what returns are actually worth
✅ What separates preparers who file 20 returns from offices that file 400
✅ The systems and technology that let you handle more clients without more hours

This is for you if:

You're brand new and want a real path in, not just a certificate
You've prepared returns before and want to build something of your own
You already have an EFIN and want more volume, better margins, or a team

Tax season opens in January. EFIN approval takes two to four months. Training takes three. The people who file next season are getting ready right now.

Bring your questions — there's live Q&A at the end.

Three things I changed and why:

Removed "orientation" and "first step" — both signal beginner-only.

Added your credentials up front. The 400-returns line is what makes an experienced preparer stay.

Replaced the certification close with the calendar. Same urgency, and it applies whether someone is starting or scaling.

The future of tax professionals. Training, tools, and community to help you build a profitable tax business.

Quick Links

Legal

Contact

© 2026 Simpro Tax Solutions. All rights reserved.

The Future of Tax Professionals.