I’m excited to announce the release of my book, Guide to Start and Grow Your Successful Tax Business! This 289-page book is a go-to guide for anyone looking to start or grow a tax business. The guide covers everything from learning tax…
I’m excited to announce the release of my book, Guide to Start and Grow Your Successful Tax Business! This 289-page book is a go-to guide for anyone looking to start or grow a tax business. The guide covers everything from learning tax…
Content marketing has become an important part of marketing for every business. Beyond sharing your expertise on your blog or creating white papers for download, there’s another great option – that could help get you in front of fresh eyeballs. It’s called…
You know all that advice about making hard passwords? They must include at least one number and special character. You know how we’re told to change the password frequently and to never use the same one for different things? Well, there are…
If you’re looking for a career in the tax industry, set your sights high! While it doesn’t take much to become a tax preparer and start preparing taxes for the general public, earning a credential as an Enrolled Agent should be the…
When you type in “tax preparer in [enter your city]”, does your firm come up? Is it at the top of search results? There are a lot of things that factor into being on the first page of Google. Are you employing…
AI is the hot technology term these days. It seems to be “disrupting” just about every industry you can think of – including the tax industry. This past tax season, H&R Block partnered with IBM Watson to use its powerful AI capabilities…
Facebook, Twitter, LinkedIn… these are the three standard channels we all think of when it comes to social media marketing. But they aren’t the only ones. There’s also Instagram, Snapchat, YouTube and Pinterest (to name a few). Social media has a major…
We’ve been talking a lot about phishing scams and tax fraud lately. It’s a very serious problem that has lots of people in the industry talking – including the IRS. Cybercriminals have become increasingly sophisticated, which means taxpayers and tax professionals need…
Set your own schedule. Make your own rules. Answer only to your clients. Who doesn’t want to be their own boss, right? If you’re getting into, interested in, or are already working in the tax industry, you may be surprised at what…
There’s a new tax scam on the rise that is being reported across the country. Fraudsters are getting extremely creative and will stop at nothing to fool the public into getting what they want: your money. In these new scams, criminals are…
The 2017 IRS Tax Forums are approaching. Have you registered for one yet? Dates/locations include: Orlando, FL: July 11-13 Dallas, TX: July 25-27 National Harbor, MD: August 22-24 Las Vegas, NV: August 29-31 San Diego, CA: September 12-14 As you may already…
Are you making the most of the off season? Trying to think of ways that you can? Beyond offering additional services, you could also run your own tax school. We’ve found it to be a great business model. In fact, it’s how…