The summer is over and fall is here. For a lot of B2B businesses, the holiday season is uneventfully slow. For tax professionals, the extension deadline is over and it’s time to look towards the opening of the next tax season. While…
Displaying: Growing Your Tax Business
The Most Important Skill to Look For in a Tax Preparer
We’re four months out from the 2020 tax season. Are you recruiting tax preparers for the upcoming season? Hiring new tax preparers can be challenging. For one, there always seems to be a shortage and for two, how do you know the…
The 3 Most Misunderstood Parts of Setting up Your Tax Prep Business
If you’re doing it right, a lot goes into setting up your own tax preparation business. (Yes, it can be daunting, but that’s why we take you through it step-by-step beyond just learning HOW to become a tax preparer.) However, by far,…
Are You Leveraging LinkedIn As a Tax Pro?
LinkedIn is a powerful social networking channel designed for business professionals to share knowledge, connect, and build their network. It’s a great tool for tax professional for a number of reasons, but only if you’re using it to its full potential! We…
Have Some Heart with Cause- Related Marketing
It’s Heart Month and Valentine’s Day so I thought I’d use this opportunity to talk about giving back through cause-related marketing. During tax season, our sister company Peoples Tax hosts a backpack drive for a local charity called Connor’s Heroes. Connor’s Heroes…
5 Ways to Get in On Small Business Saturday as a Tax Business
Small Business Saturday is right around the corner! While this special holiday is geared towards holiday shopping and supporting retail businesses, it’s also about celebrating the small, local business in your community. And, if you are a local tax firm, that means…
You Have to Give to Get: Better Networking Techniques That Really Work
What’s your networking style? Do you dread going to networking events and hang out by the food, hoping for the best? Do you like to get into the thick of it and count the business cards you’ve collected as a measure of…
Plan Now to Make Tax Season Easier for You and Your Clients
Right now, you have a small window of time between when summer ends and before the holidays begin to grab the attention of your clients and get yourself prepared for what will undoubtedly be a wild tax season. This upcoming tax season…
Are You Building a Brand for Your Tax Preparation Business?
How polished is your brand? Do you have a sense of your brand identity? It seems like something only big companies with fun services and products have. But that’s not true. Every company needs a brand identity – it’s how your audience…
Do You Have What it Takes to Own Your Own Tax Business?
Have you been dreaming of flexibility? Of being your own boss… Setting your own hours… and owning your own business? It’s true, business ownership is not for everyone. But it’s also not as out of reach as you may think. Everyone is…
5 Summer Tasks To Help Grow Your Business
Summer is full swing! While many tax pros are soaking up some well-deserved sun after a busy tax season, many are also using this time to grow their business. Whether you’re reading this blog post at the beach, on vacation, or even…
How to Become a Tax Business Owner: Step by Step
Why work for someone else when you can get tax education and start your own business in no time? Whether you’re already a tax preparer or you don’t know anything about taxes, we can help! The Income Tax School provides the educational…