Tax preparation can be a very rewarding career, but becoming a business owner can be even more rewarding. While there are different paths to choose once you’ve learned to prepare taxes, many of our students look to go right into starting their…
Displaying: Growing Your Tax Business
7 Ways to Create Word of Mouth Business
Generating word-of-mouth business is important, but it’s certainly not easy. Your tax firm may have the best tax professionals, the best customer service and the best deals in town, but that doesn’t automatically mean that you will generate word-of-mouth about it. As…
Why Your Tax Firm Should Have a Blog
We know what you’re thinking. “We’re tax preparers not writers.” Think again. What you are, is an expert in an area that most people aren’t: taxes. All of the national tax firms are blogging. If you want to compete with them, blogging…
The Value of Internet Marketing [Discussion]
We recently received a great question on our website and would like to share it with our blog readers and community. The question: “How valuable and important is Internet marketing and getting a presence on face book, twitter and other social network…
4 Game-changer Internet Marketing Lessons I Learned
When I founded Peoples Income Tax in 1987 the Internet was in its infancy and was certainly not an option to market our tax business. However, as the Internet grew rapidly, we decided to create our first website, www.peoplestax.com, which we…
Social Media Tips for Tax Preparers
If you’re in the tax industry, you know that being knowledgeable about the tax code is not the only important credential you need to do your job. You also have to be good at building relationships, customer service, and networking to gain…
How to Get Your Tax Business Off the Ground Before Tax Season
If you’re thinking about getting your tax business off the ground before tax season, you may have time to make it just under the wire. With a good base of tax knowledge and some great resources to help you, you can be…
Five Best Practices for Starting Your Own Tax Business
Becoming a business owner is a big step, but can be extremely fulfilling. Many tax professionals (including myself) have made the leap and you can too with the right tools and advice. If you’re ready to start your own tax business, here…
How to Use LinkedIn as a Tax Professional
LinkedIn is a social media platform specifically designed for networking that tax professionals (actually, all professionals) should be utilizing on a daily basis. Think of LinkedIn as an extension of your networking. This isn’t a platform for catching up with friends and…
Why Learning to Prepare More Complicated Tax Returns is Good For Client Retention
As a tax preparer (or a student learning to become one), your clients and potential clients depend on you to know the tax laws. Getting the basic knowledge down is just the first step towards becoming a well-seasoned tax professional. Once you…
Three Ways to Gain Repeat Business and Recommendations
Top three factors for income tax preparers to ensure your clients return and recommend you to others As an income tax preparer, your business model relies heavily on repeat business. Not only do you have to continue gaining new clients, you need…
Does direct mail work to attract new clients?
Please share your experience in using direct mail to get new clients. Have you mailed letters, post-cards, self-mailers or other types of mail? What type of mailing list did you use and what was the source? How many clients did your mailings produced? What was…