Effective communication is the cornerstone of success for tax professionals striving to cultivate robust connections with their clientele in today’s fast-paced business landscape. As technology continues its rapid evolution, using digital tools such as websites, social media platforms and email have become…
Displaying: Entrepreneurship
5 things to know before starting a tax business
Starting your own tax business can be a lucrative venture for those with an entrepreneurial spirit. While it may seem like a daunting task, with the right preparation and knowledge, anyone can start their own tax business. Before you start your own…
Expert tips for women entrepreneurs in accounting
Women entrepreneurs are a growing force in the U.S. economy. In 2021, nearly half (49%) of all new businesses were started by women, a 75% increase from 2019. While industries like tax and finance have traditionally been male dominated, the demographics of…
7 planning considerations for this fiscal year
If you’re the person who’s always helping family and friends prepare their taxes, it might be time to start your own business. After all, tax preparation is in demand every year, and you’ve found that you have a facility for finding solutions…
How to price your tax preparation services
Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax…
Marketing strategies to prepare your business for tax season
When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
Best practices for answering the phone at your tax business
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
How to make money year-round as a tax preparer
For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you…
Surgent course helps tax professionals conquer Inflation Reduction Act
Congressional passage of the Inflation Reduction Act took everyone by surprise, and tax professionals all over the U.S. are fielding calls from clients and employers anxious to know what it means for them. After all, the bill’s passage marked a dramatic reversal…
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting…
Summer is a great time to enhance your tax prep career
Tax season may be behind us, but sure as the sun, it will come around again. Whether you were rookie or veteran this past tax season, consider investing in continuing education (CE) courses to enhance your knowledge base. Taking the time to…
5 Tips (and 4 Warnings) for Starting Your Own Business While Holding Down a Job
It’s the age-old dilemma: You want to start your own business – a full-time job itself – but you need your current job for income. It’s hard to take that leap of faith knowing that if you leave your current job, you…