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I am a...
Business Owner
Tax Return Preparer
Business Owner
What are you trying to get out of this newsletter?
New to business
Have an existing business
Just learning more about tax
I am a tax return preparer
What type of business (or side hustle) are you most involved with?
Services (e.g. consulting, coaching, freelancing)
Ecommerce / Product sales
Real estate investing
Content creation (YouTube, social media, etc.)
Not in business, just learning
What’s your biggest tax pain point right now?
Not knowing what I can deduct
Keeping track of income/expenses
Hiring or paying others (1099 vs W2)
Filing deadlines and compliance
Paying too much in taxes
How do you currently do your taxes?
I do it myself (TurboTax, etc.)
I use a CPA or enrolled agent
I haven’t filed yet
What kind of content do you want more of?
Checklists and how-tos
Case studies or real world examples
Tax saving strategies
Audit-proofing your records
Quick tips and reminders
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Tax Return Preparer
What’s your role in tax prep?
I prepare returns solo (freelancer or sole prop)
I work at a firm
I am partner at a tax firm
I do bookkeeping and light tax work
What types of clients do you usually work with?
W2 employees / basic returns
Small business owners (Schedule C, LLCs, S Corps)
Real estate investors
High-income individuals (>$250K)
What’s your biggest challenge during tax season?
Clients not being organized
Keeping up with new tax laws
Pricing my services
Finding quality clients
Burnout / time management
Other
What kind of content would help you most?
Real world case studies
Advanced tax strategy breakdowns
Scripts/tips for educating clients
White labeled templates or guides
Tax law updates, simplified
Would you be interested in...
Collaborating or guest posting
Using TaxedRight content for your Clients
A referral program or affiliate link
Other
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