When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
Displaying: Operating Your Tax Business
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting…
5 Signs You Should Run A Tax School
Running your own tax school isn’t a new concept, it’s something all the national tax preparation companies do to recruit the massive amounts of tax preparers needed each season. It’s a great source of alternative revenue for your business, it helps you…
Pricing Your Services
The cost of preparing any tax return can vary dramatically among tax preparers. IRS law prohibits tax preparers from basing their fees on the amount of tax refund realized by the client. Many tax preparers charge by the hour, others operate from…
Conducting a Thorough Tax Client Interview
Your clients expect and deserve much more than just a correct tax return. That is a given. Clients will only choose you over other options if you provide a positive experience and added value. Making the experience positive and adding value requires…
Identify Your Mission and Commit to It
If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons…
Now is the perfect time to start a tax business!
Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing…
4 Reasons to Diversify Your Tax Business
It lowers your risk As the saying goes, “Don’t put all your eggs in one basket.” Diversifying your tax business can help lower your risk, so you’re not relying on one main product or service to keep you going and growing. The…
The Benefits of Offering a Satisfaction Guarantee
Do you offer a guarantee for your services? It’s a very good thing for your business and one you should definitely consider. A satisfaction guarantee might read as follows: “If you are not pleased with the service you receive in the preparation…
7 Months Until Tax Season – Planning Starts Now
Are you thinking of starting a tax business this year? Now is the perfect time to get started! If you already have a tax business, hopefully you’ve taken time to evaluate your 2021 tax season. You can use that information as a launch…
Evaluate Your 2021 Tax Season
Well, it’s been 10 days since the official end of tax season. The dust has settled, and hopefully you’ve had time to recharge and regroup. Now is the perfect time to think back on how your tax season really went. It’s imperative…
An Operations Manual is Essential
If you run a tax business and employ others, creating an operations manual is vital to your success. Your policies and procedures cannot merely exist in your head. They need to be thought out and written down for others to reference as…