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How Solo Tax Preparers Can Stay Competitive in a Growing Industry

  • 17 hours ago
  • 2 min read

By Dr. Gwennetta Wright, Tax Coach

The image shows a laptop with "TAX SERVICES" and a bar graph, surrounded by tax documents, a calculator, eyeglasses, and a plant. The city skyline is visible in the background, with the "XPERT BUSINESS & TAX SOLUTIONS" logo in the corner.

The tax industry is shifting. Service bureaus are expanding. Large firms are automating. And everywhere you look, it feels like solo tax preparers are being pushed to the side. But let me tell you this—you can still win in this industry. You just have to play the game differently.

Lean into your personal touch

Larger firms often struggle to provide that personalized, relationship-driven experience. As a solo preparer, you have an advantage. Clients love working with someone who knows their name, remembers their situation, and actually takes time to explain things. Use that to your advantage.

Invest in automation and systems

The image shows a hand reaching out with floating digital icons related to taxes, such as a percentage symbol, money, a calendar, and graphs. The word "TAXES" is prominently displayed above the hand. The background has a futuristic, digital feel. The "XPERT BUSINESS & TAX SOLUTIONS" logo is visible in the top right corner.

You do not need a big team to look professional. You just need the right systems. Client portals, e-signatures, automated follow-ups, and CRM tools can give your solo practice the polished feel of a firm—without the overhead.

Get clear on your niche

Specializing sets you apart. Focus on gig workers, self-employed clients, or small business owners. Become the expert in that space and watch how fast referrals come in. Big firms serve the masses—you can dominate your lane.

Show up online

The image shows a workspace with a laptop displaying a spreadsheet, a calculator, a cup of coffee, and a mobile phone showing a graph. A pen, a notepad, and a newspaper titled "Economy of the European Union" are also visible on the desk. The "XPERT BUSINESS & TAX SOLUTIONS" logo is in the bottom left corner.

Your online presence matters more than ever. People search for tax help on social media and Google. If you are not showing up with valuable content, someone else is. Build authority by posting tips, answering common questions, and being visible before clients even need you.

Continuously improve your skills

The best way to compete is to be excellent at what you do. Learn tax planning. Master due diligence. Stay up to date on credits and compliance. When you know your stuff, word gets around.

✅ Follow me @gwennettawright on Facebook, Instagram, and TikTok

✅ Visit www.xpertbusinesssolution.com for tools and training

 
 
 

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