Email 1
Subject line: What is lead management
Preview text: A peek into the Tax Revenue Manager
As entrepreneurs, we all know how tricky it is to land that first ‘real’ customer.
It takes a lot of explaining and persuasion to pique their interest, motivate them to learn more and eventually buy your products or services.
In short, it takes a lot of lead management.
Doing this task effectively is core to running a successful business so, however, it often takes time which busy entrepreneurs don’t have.
Tax Revenue Manager is a tool that can help you save time and effort by automating key aspects of this process and reduce your expenses along the way.
Join our free demo to see how it can speed up your lead generation.
Email 2
Subject line: 2023 Tax Laws - what's ahead for the next season
Preview text: See our bite-size overview
Changes to tax legislation are on the horizon in 2023 so we did some research of areas which are likely to be affected to help you stay up to date.
Here’s what you should prepare for:
· Higher top rates for individual income, corporate income, and capital gains income
· Ending step-up in basis by making death a taxable event
· Expanding the base of the Net Investment Income Tax (NIIT) to apply to active pass-through income and making the active pass-through business loss limitation permanent
· Major changes to international taxation
· New minimum taxes for individuals, businesses, and international corporations.
Want to learn more?
TMB Tax Bureau Academy is here for all tax professionals or those interested in tax who want to master the essential knowledge to set up their own business.
If tax is your passion, why work for someone else?
Take the first step to successful tax entrepreneurship.
Email 3
Subject line: How to apply for an EFIN
Preview text: Ensure your application includes these essential data
EFIN aka Electronic Filing Identification Number is a must-have for every tax business.
This identificatory allows tax preparers to electronically file tax returns and those who file 11 or more tax forms during a calendar year are required to have it by law.
To apply you need to visit IRS website and provide the following essentials:
· US citizenship or Permanent Residence Status
· At least 18 years of age as of the date of application
· Most up-to-date email address
· Social Security Number
· Tax filing status
· Last-filed Tax Return
· Mobile Device Number
· Personal account number
· Credit Card
· Applicable loan data (Home Mortgage, second mortgage, car)
· Home Equity Line of Credit (HELOC)
Does this sound like a lot?
TMB Tax Bureau Academy supports aspiring tax entrepreneurs like yourself with guidance and resources to learn the essentials of running a compliant tax business.
Gain the knowledge you need to open your own practice.
Sign up to start learning
