Now that clients aren’t coming through the door at a constant pace, it’s time to wrap up tax season with a nice big bow. While people will still need their taxes prepared, returns amended, and payment extensions filed the busiest part…
Displaying: Operating Your Tax Business
Communicating with Clients After Tax Season
Anyone in the industry knows that while most of the pressure is off after April 15th, the tax season is not really over. There are still extensions, amended returns, and clients who just plain missed the April 15th deadline. While you may…
Addressing Tax Service Problems
As a business owner for more than 30 years, I am a very proactive person. Unexpected problems, expenses and so forth will always happen but will be much easier to deal with if you have procedures in place. A thorough policies and…
Why Saying ‘No Problem’ is a Problem
We’ve been covering customer service and the customer experience the last couple of months because it’s tax season and operating a tax business has a lot more to do with customer service and relationship building than most people would think. Sure, you’ve…
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…
Tips for Maintaining a Professional Office Image
First impressions are lasting ones. For a tax business, first impressions happen when a potential client calls or when they walk through the door. Think about your office. What does a person walking through the door see when they arrive? Do they…
Why You Should Offer Clients a Guarantee
Being audited, being fined, filing incorrectly, committing fraud, being contacted by the IRS or state department about a tax return… these are all things business owners and taxpayers worry about come tax time. These are also the reasons they turn to a…
Three Customer Service Tips for Your Tax Office
As we discussed in a previous blog, keeping your current clients is crucial. Current clients represent a steady revenue stream and if retained, will provide you with referrals to help continue the growth of your business. Being a tax preparer is not…
Is Your Tax Office Stuck in the Wrong Decade
If you’re reading this blog while sitting at the office then stand up and take a look around (if not, do this the next time you’re there). What is the overall feel of the office? How well does your equipment work? How…
Are you prepared for this coming tax season?
Tax season is almost upon on us and by now I’m sure your brain is in gear and ready to start taking clients. There’s a lot to do to prepare for tax season and once you’re in the thick of it…
How to Choose Suitable Tax Software
Every tax preparer needs suitable tax software to be able to properly prepare and file returns. If you’re a tax business owner, you’re going to need the right software for your employees to utilize during tax season. If you are an independent…