Staying in touch is what helps foster relationships. It keeps your company top of mind and also helps to generate new business. As a tax professional, you’ve likely been hiding away in your office working long hours the past month of tax…
Displaying: Growing Your Tax Business
Evaluate Tax Season Now and Prep for Next Year
This week is probably a lot quieter at your tax office than last week. Now that tax season has ended, the dust is starting to settle. It’s the perfect time to sit back with a cup of coffee and think about the last three…
5 Ways Tax Preparers Can Stay on the Cutting Edge
Tax preparation is a constantly changing industry. While many of the principles and processes stay the same, there are laws, deductions, exemptions and policies that change each season. This is one of the main reasons why tax preparers are expected to take…
How to Host a Holiday Open House and Gain Exposure
Thanksgiving has come and gone. We’re starting to see Christmas lights everywhere… And the radio stations have been playing Christmas music for a few weeks now. ‘Tis the holiday season! You may already be planning the company Christmas party for your…
Hiring and Training Tax Preparers for the Upcoming Season
Tax season is right around the corner. Will you need to hire tax preparers for the 2015 season? Why risk hiring someone with bad habits when you can recruit and train your own preparers the right way? Training your own staff is…
One Easy Tactic to Gain Client Loyalty and Increase Referrals
What if … Your clients stayed in the know and on top of things thanks to the informative messaging they received from you on a regular basis? What if … You stayed top of mind year-round with your clients and as a…
Get Ready for Tax Season with These Checklists!
Today is National Checklists Day so we are celebrating by compiling all of the checklists you’ll need to prepare you for this coming season. Whether you’re a student, a tax preparer, a tax business owner, or looking to start a business –…
What is the Next Step After the Comprehensive Course?
If you’ve already completed our Comprehensive Tax Course, congrats! If you’re currently working through it or just considering taking it, you might be asking yourself what’s next? Completion of our Comprehensive Tax Course means that you’ve learned how to prepare taxes…
How to Reduce Your Turnover in a Seasonal Job Market
We recently got a great question on our Facebook page about turnover at tax offices. “Many of the tax offices seems to have to recruit and train preparers every season, why the turnover?” This person is correct in thinking that tax offices…
The Ultimate Marketing Plan Checklist For Tax Season Readiness
Have you developed your marketing plan for this coming tax season yet? Now is the time to start brainstorming and putting the pieces together for continued growth in 2015. If you’re not sure where to start, or just need some prompts, here…
How to Become a Tax Preparer and Start Earning Money Before Tax Season
Looking for a new career? A career as a tax professional can be very rewarding and getting started doesn’t require any knowledge of the industry. Here’s how you can become a tax professional before tax season. Tax business start-up checklist Enroll in…
Do It Yourself Marketing Tips for Tax Offices
Since June is National “Do It Yourself Marketing Month” I thought I’d take the opportunity (in the last few days of June) to talk about guerilla marketing tactics. You may be hip deep in your own marketing efforts, just starting out or…