Hi, my name is Michael O’Leary. I am an EA in Norwalk, CT (lower Fairfield County). Have my own tax preparation business, By The Book Taxes, since November 2011.
I do about 5-6 client representations a year (IPA/CNC) but I would really like to grow this side of my business so that revenue wise I am 50% tax prep and 50% representations in 5 years. I currently do 200 tax returns a year and am looking to grow that to 350-500 in 5 years.