A few weeks ago we posted a blog on making your tax office more inviting and customer service friendly for the upcoming season. Having a pleasant experience in an unexpected place (seriously, who loves tax time other than us?) can make a…
Displaying: Operating Your Tax Business
9 Ways To Make Your Tax Office More Inviting
When was the last time you sat in your own waiting room? Never? Take a seat in there – or just think about it if you’re not at your office. What’s it like? Is it bright and welcoming? Are there things to…
4 Things Tax Professionals Can Be Thankful For
Thanksgiving is tomorrow. Do you have a list of things you’re thankful for to share with friends and family around the dinner table? We’ve got one too. Aside from the usual things to be thankful for: family, friends, gainful employment… we’ve got…
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…
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 –…
Why Every Tax Business Owner Needs a Succession Plan. Now.
You’re not going to run your tax business until the day you die (unless of course you die unexpectedly), which is why it is essential for you to have “key man” life insurance. At some point in life, it will be time…
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…
Why you should work from home (and why you might not want to)
If you are an individual tax preparer, or just starting your tax preparation business, the question of whether or not to work from home may be on your mind more often than not. Working from home denotes freedom and flexibility. For…
Tax Offices Shouldn’t Operate Without Operations Manuals
As a business owner, the way your business should be run should not merely exist in your head. You need a place for new trainees, managers, tax preparers and other staff to refer to when in doubt, or when training. This “place”…
Will 2015 Be The Year Of The Tax Professional?
Taxpayers hoping for IRS support when filing taxes next year will be sorely disappointed. Thanks to a house appropriations bill that was recently passed, the IRS taxpayer support level will be seriously decreased in the coming filing season. According to a…
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…