How This Tax Professional Built a Scalable Tax Business with Heart

Toni Galang

Team Member

Tiffany Perkins is more than just a tax professional—she’s a trailblazer. With 17 years of experience in the legal field and 6 years in tax preparation, Tiffany founded True Professional Solutions and TaxSavvy Pro Software to simplify tax services for individuals, businesses, and professionals alike. Her commitment to integrity, seamless solutions, and community impact has transformed her tax practice into a trusted resource for financial clarity and empowerment. In this article, we explore Tiffany’s inspiring journey, the values that drive her success, and how she’s reshaping the future of tax services.

Tiffany Perkins, True Professional Solutions

Title: CEO

Location: Houston, TX

Year established: 2019

Connect with Tiffany

Website: www.trueprofessionalsolutions.com, www.taxsavvypro.com

Instagram: @tiffanytaxtalks

Tiffany Perkins is a seasoned legal and tax professional with a distinguished career spanning 17 years as a paralegal and 6 years as a tax professional. She is the proud founder and owner of True Professional Solutions- Tax Services and TaxSavvy Pro Software, where she combines her extensive knowledge to develop cutting-edge tools for tax practice management, tax software, and education.

How Passion and Perseverance Built a Scalable Tax Business

Q: What key moments or decisions led you to start your business or pursue a career in this field?

Tiffany: My journey into tax preparation and offering tax software began with a combination of personal experience and a keen interest in helping others navigate a complex system. I’ve always had an interest in law, and I found reading tax laws and statutes particularly fascinating. Over time, this curiosity developed into a deep passion for the tax services field.

Q: Describe any early challenges and how you overcame them.

Tiffany: When I started my tax preparation business, a major challenge was the lack of clear, accessible information on how to scale and manage a tax preparation business. Resources were often fragmented or incomplete. To overcome this, I dedicated myself to researching the tax industry laws, tools, and business partnerships. I then developed a system that streamlined operations for my team while ensuring a smooth experience for clients. It wasn’t easy, but through hard work, I created a reliable system that delivered great results for clients and helped me scale my business.

Q: What primary services does your business provide, and who is your typical client?

Tiffany: My primary service for my tax preparation office (True Professional Solutions) is providing simplicity, ease, and quality tax preparation services to individuals and business. In my software business (TaxSavvy Pro Software), my primary service is providing affordable tax software to professionals, while offering extensive training, complete business set-up and operations guidance.

A Mission to Empower Tax Clients with Seamless Solutions

Q: What are the core values or mission that drive your business?

Tiffany: The core values that drive my business are trust, integrity, and ease for our clients. We believe in building strong, trustworthy relationships by providing honest, transparent services that our clients can rely on. Integrity is at the forefront of our work, ensuring that every tax return is accurate, compliant, and handled with the utmost professionalism. Our mission is to make the tax process as easy and stress-free as possible, offering clear guidance, reliable solutions, and a seamless experience that empowers our clients to feel confident and in control of their finances and tax obligations.

Q: How do you stay connected with and build trust among your clients?

Tiffany: To stay connected with and build trust among my tax clients, I prioritize clear and consistent communication. I regularly send email updates to keep clients informed about important deadlines, changes in tax laws, and any steps they need to take. Additionally, I use high-quality CRM tools like SmartWiz to manage client relationships, ensuring timely follow-ups, personalized service, and seamless communication. This helps me stay organized, address client concerns promptly, and maintain a high level of trust and transparency throughout the tax preparation process.

Q: Are there any misconceptions about tax preparation that you frequently encounter?

Tiffany: One common misconception I frequently encounter about tax preparation is that tax professionals know everything and can fix any tax issue instantly. While we strive to be experts in our field, the tax process can be complex, and every client’s situation is unique. Another misconception is that tax preparers are only interested in making money. In reality, we are dedicated to providing valuable, personalized service, helping our clients navigate the tax process accurately and ethically, with their best interests in mind—not just financial gain. Our goal is to build long-term relationships based on trust, not just a transaction.

How Success in Tax Services Creates a Lasting Impact in the Community

Q: Could you share a client success story or impactful project?

Tiffany: One client success story that stands out is when I helped a client who had fallen behind on their taxes and was struggling to get their financial affairs in order. They were hoping to buy their first home but couldn't move forward due to unresolved tax issues. I worked with them to file their back taxes, address outstanding debts, and get everything in compliance. It was a challenging process, but by staying focused and organized, we were able to resolve their tax issues and improve their financial standing. A few months later, they were able to secure financing and buy their first home, which was a huge milestone for them. It was incredibly rewarding to help them overcome these obstacles and achieve their goal of homeownership.

Q: What accomplishment are you most proud of?

Tiffany: The accomplishment I’m most proud of is how I’ve been able to use the profits from my tax business to give back to my community. Over the years, I’ve organized several charitable initiatives, including toy drives, holiday events, and youth program sponsorships. Seeing the impact these efforts have on local families and children brings me a sense of fulfillment beyond business success. It’s incredibly rewarding to know that my business is not only helping clients with their taxes but also making a positive difference in the lives of others.

Build Knowledge, Embrace Learning, and Leverage Key Resources for Success

Q: Any advice for someone just starting in the tax industry?

Tiffany: My advice for someone just starting in the tax industry is to take your time to gain a deep understanding of the field. The tax industry is complex, and it’s important to build a solid foundation of knowledge before diving in. Don’t rush—take the time to study tax laws, regulations, and the nuances of different tax situations. Staying vigilant and committed to continuous learning is key, as tax laws change frequently, and staying up-to-date is essential for providing accurate and valuable services to your clients. The more you learn and grow in your knowledge, the more successful and trusted you’ll become in the long run.

Q: Are there any resources (book, podcasts, or article) that you find valuable?

Tiffany: Yes, there are several valuable resources that I find incredibly helpful. One key resource is IRS Circular 230, which provides important guidelines for tax professionals regarding ethical conduct and best practices. I also recommend attending events like the Association of Black Tax Professionals conference, which offers great networking opportunities and educational sessions tailored to the tax industry. Additionally, I regularly participate in webinars and training sessions, which help me stay updated on the latest tax laws and regulations. These resources, along with books and articles from trusted tax publications, are essential for staying informed and improving my expertise in the field.

Looking into the Future

Q: What are your goals for the next year?

Tiffany: My goals for the next year in my tax business are to double both software sales and tax preparation clients. I plan to achieve this by enhancing our marketing efforts, expanding our client base, and improving the overall client experience to drive more referrals. In addition to business growth, I’m also focused on expanding my charity work. I aim to increase our community involvement through strategic partnerships and events curated to serve those in need.