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Pick your niche / Niche moments
Tax preparation

10 moments for people who want their taxes prepared.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. First time filing alone

    “First time doing your own taxes? You probably need fewer forms than you think.”
    Ringtone
    The W-2 in your mailbox
    What's at stake
    Getting the basics right and avoiding penalties.
  2. Self-employment taxes

    “First year with a side business? Your return just got a Schedule C.”
    Ringtone
    A 1099-NEC
    What's at stake
    New forms, deductions and estimated taxes.
  3. Missing forms in March

    “Still waiting on a K-1 in March? You may need an extension.”
    Ringtone
    A late K-1
    What's at stake
    Extensions extend filing, not payment.
  4. IRS letter arrives

    “Got a letter from the IRS? Most are fixable. Don't ignore it.”
    Ringtone
    The IRS notice
    What's at stake
    Responding on time limits penalties.
  5. Rental property on your return

    “Bought a rental this year? Depreciation starts now.”
    Ringtone
    The closing statement
    What's at stake
    Schedule E and depreciation.
  6. Multi-state return

    “Lived or worked in two states this year? You may file in both.”
    Ringtone
    Two state W-2s
    What's at stake
    Credits for taxes paid to other states.
  7. Stock sales and cost basis

    “Your 1099-B shows a huge gain because the cost basis is missing. Fix it before you file.”
    Ringtone
    The 1099-B
    What's at stake
    Basis errors overstate taxes, especially with RSUs.
  8. Married and filing together

    “First joint return? Check filing status and withholding together.”
    Ringtone
    The marriage year
    What's at stake
    Joint versus separate.
  9. Amending a prior return

    “Found a mistake on last year's return? You can amend for up to three years.”
    Ringtone
    A missed form
    What's at stake
    Amended returns and refunds.
  10. Back taxes owed

    “Behind on filing? Catching up is easier than you think.”
    Ringtone
    Unfiled years
    What's at stake
    Payment plans and compliance.

Make a video about one See advisors for people who want their taxes prepared

General education, not financial advice. Check rules and figures against current law before you publish.