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This step-by-step guide was created to help new and aspiring tax professionals confidently launch, grow, and operate their own successful tax business. From business setup and compliance to marketing strategies and client preparation, this resource walks you through every essential phase so you can stay organized, prepared, and ready to succeed in the tax industry.

Created by Sapphire, a trusted tax professional, IRS Enrolled Agent, and credit counselor with S&B Capital Wealth, this guide is backed by years of real experience and proven results. Serving Middle Georgia since 2010, Sapphire has helped individuals and entrepreneurs build financial confidence while creating opportunities within the tax industry. In tax season 2025, S&B Capital Wealth reached a Million Dollar Milestone in its first year as a Service Bureau.

With dual degrees in Computer Information Systems and Business Administration, Sapphire combines industry knowledge, business expertise, and hands-on experience to provide a practical blueprint for those ready to build a profitable and professional tax business.