Know What You’re Buying.
Access, total costs, renewal terms, and who answers when something goes sideways.
CIMA TAX PRO PRESENTS · YOUR 2027 STARTS HERE
Dress For The Countdown.
Prepare For What Counts.Your Tax Business!
DEC 31 / 2026The countdown.Outfit ready. Playlist ready. Big energy.
JAN / 2027The follow-through.Clients. Software. Bills. A real plan.
The party gets one night. Your tax business gets the whole year.
Let’s get your next move ready with Rasheeda.
For new preparers, independent offices, and professionals building a team.
CONFETTI SETTLES.THE WORK STARTS.LET’S GET YOU READY. ↗
THE COUNTDOWN THAT COUNTS
2027 Filing-Season Opening
For 2026 individual federal income tax returns.
Awaiting IRS announcement
No official 2027 opening date was posted in the IRS sources checked on September 25, 2026. The countdown is paused until the date is confirmed.
Keep the important tax dates in one place ↗THE JANUARY PLOT TWIST
Your Ambition Deserves
An Operating Plan.
The calendar changes overnight. A well-run practice takes preparation. Before the holiday rush, give your software, education, and everyday systems the attention you give your New Year’s plans.
Talk through my next chapter ↗Learn Beyond The Login.
A working password is a start. Training, practice, and knowing when to ask for review come next.
Give The Work A Home.
Plan secure intake, appointments, client communication, and a repeatable daily routine.
The Bills Have A Calendar, Too.
Map your business expenses and capacity before making commitments. Enthusiasm needs a budget.
A LITTLE GEEKY. VERY USEFUL.
Is Your January
Actually Ready?
Check what you have completed. Your result shows which action to take next and stays on this page.
0 / 4foundations in place
Start with a clear map.
You do not have to have every answer. Bring your questions; let’s identify the first useful step.
A REAL CONVERSATION. A CLEARER DIRECTION.
Bring The Questions.
We’ll Start There.
Your Starting Point
New to tax preparation? Running an office? Building a network? Tell Rasheeda where you are and what you want to build.
Your Practical Questions
Discuss software pathways, education, onboarding, and the support questions to resolve before you commit.
Your Next Useful Move
Leave the conversation with a clearer direction for your own readiness plan. No purchase is required to request the call.
FREE 2027 READINESS CONSULTATION
Let’s Put Your
Next Step On The Calendar.
Request a free Zoom meeting or phone call with Rasheeda. Tell us your stage, your biggest question, and a few times that usually work for you.
Rasheeda S. WilliamsFounder, CEO & Tax ProfessionalCima Tax Pro
This submits a meeting request. Cima will coordinate the time and meeting details; no appointment is reserved automatically. Please share general business questions only.
Prefer a conversation by phone?
832-298-8325 ↗
BEFORE YOU ASK — YES, WE THOUGHT OF THAT.
A Few Straight Answers.
Do I need to buy software before we talk?
No. The consultation request is free and does not enroll you or commit you to a purchase. Any later offer needs its own confirmed pricing and written terms.
I’m brand new. Is this for me?
Yes. Start with questions about your intended role, required credentials, training, and a realistic preparation plan. Rasheeda can help you choose a starting package and identify your first training steps.
I already prepare taxes. What can we discuss?
Your next stage: software arrangements, office workflows, team education, and the responsibilities behind reseller or service-bureau pathways.
Will this guarantee I’m ready for tax season?
No. Readiness depends on your credentials, training, agreements, and completed setup. We can discuss a plan; a call cannot replace those steps.
Can I compare packages first?
Absolutely. Explore professional pathways ↗. Ask Cima for the written offer and complete costs that apply to your intended role.
Toast To The Year.
Then Make A Plan For It.
Request my free consultation ↗Still exploring? Try the free learning desk · Ask Rasheeda!
CIMA, DECODED
Big Words.
Plain Answers.
You don’t have to know the vocabulary to belong here. Tap a term for a quick explanation, then ask us how it applies to you.
Service bureau
A business relationship that may combine access to tax software with onboarding, training, and support for other tax offices. The exact services, fees, and responsibilities depend on the written agreement. It is not, by itself, an IRS professional credential.
Reseller
A business that offers another company’s software under an authorized sales arrangement. Ask who supplies the software, who provides support, and which fees or restrictions apply.
Onboarding
The steps that get you ready to begin: reviewing your agreement, completing required account information, receiving approved access, and learning the workflow. An inquiry alone does not enroll you.
ERO
Electronic Return Originator: an authorized IRS e-file provider that starts the electronic submission of a tax return. This describes an e-file role, not a promise of tax expertise. Read the IRS definition ↗
PTIN & EFIN
A PTIN identifies an individual paid tax return preparer. An EFIN identifies an approved IRS e-file provider. They serve different purposes; having a PTIN does not itself authorize an office to e-file. Compare them at the IRS ↗
Professional tax software
Tools used to prepare and manage tax returns. Available features, supported returns, licensing, training, and support vary by product and package. Ask for a demonstration and written terms for the specific offer.
A quick guide, not personalized tax advice. Program details are defined in your agreement.