In the world of digital marketing, there are three types of content (or medias): earned media, paid media, and owned media. Earned media is press (PR). When you get a mention or article written about you (without paying for it), that’s earned…
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Have Your Clients Done a ‘Paycheck Checkup?’
The IRS has been pushing taxpayers to perform a “paycheck checkup” this week to ensure the correct amount of tax is being taken out. Having too much taken out of your paycheck could mean giving too much of your money to the…
The Power of Connectors
Have you ever made a life-changing connection? An introduction to someone new can be a powerful force. New connections are made everyday, expanding personal networks and opening up doors to new opportunities. You may not give much thought to the connections you…
Influencer Marketing 101: How to Grow Your Tax Business
In 2018, you’d be hard-pressed to find someone who hasn’t used or heard of social media. Facebook is a driving force in the way brands do business. Instagram and Twitter are changing the way consumers discover new products. If you’re not actively…
Blockchain and Accounting
Last week we talked about how the IRS views cryptocurrency, this week we’re talking about the platform cryptocurrency is built on: Blockchain. Why do tax preparers and accounting professionals need to know about Blockchain? Because the technology has the potential to change…
Are You Talking to Clients About Cryptocurrency?
You’ve likely heard of Bitcoin. Maybe even Ripple or Ethereum. But have you paid much attention? No, these are not made-up words, they are forms of Cryptocurrency. Crypto what? A Cryptocurrency is a digital asset (or currency) that is traded and secured…
Guide to Start and Grow Your Successful Tax Business Named Top Product
Good News! My new book, “Guide to Start and Grow Your Successful Tax Business”, has been featured for Honorable Mention in the February 2018 Accounting Today magazine among The 2018 Top New Products. According to Accounting Today, “It’s worth remembering that…
Who Is Your Ideal Tax Client?
Tax business owners who are just starting out often get fatigued when it comes to acquiring new clients. When asked who their ideal client is, the answer tends to be “everyone!” While it’s true that everyone has to pay taxes, casting that…
8 Ways to Gain New Clients This Tax Season
It’s the start of a new tax season. Is your marketing plan in place and ready to go? Do you how you’re going to get new clients this year? Marketing plan or not, here are some ideas to help you get clients…
Tax Scams Abound This Tax Season – Tips to Stay Incident Free
Tax season is officially here! In addition to the start of the season, this week is Tax Identity Theft Awareness Week. Despite all of the safeguards the IRS has put in place to stop cybercriminals, it’s still our duty as tax preparers…
Don’t Stop Learning: What the new Tax Bill Means for Tax Education
The dust is still settling from the passing of the new tax bill. The IRS hasn’t updated the tax forms on its website… AND the start of the tax season is looming. We’ve been getting lots of questions about whether or not…
Chartered Tax Professional (CTP) Certificate Program (Test Copy)
CTP® Certificate Program Includes: nnA series of five Income Tax Courses totaling 180 hours must be completed within 18 months. Plus, there is a 500-hour experience requirement. Study anywhere/anytime with an Internet connection.nn nn Comprehensive Tax Course – 60 hours nn Advanced…