There’s been a bit of a shake up in the tax industry the past couple of weeks! Lots of changes are being made (or trying to be made) that could have serious impacts on our roles as tax preparers and tax business…
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Would You Take the Bait? Why Phishing Scams Should Concern You
Who really falls for a phishing scam? It’s probably a question you’ve asked yourself or said to a friend or colleague. People fall for phishing scams all the time, it’s why they continue to happen. Sure, there are a lot of “Nigerian…
4 Reasons to Focus on Complicated Returns Next Tax Season
This Summer is a great time to evaluate the tax season and make a plan for next season. Beyond staffing and process improvements you should be looking at the services you offer and what you plan to offer or focus on next season.…
Why You Should Recruit and Train Tax Preparers in House
Is your tax business growing? Did you have tax preparers leave or retire after the season? Could you use some help next tax season? If you answered yes to any of these you’re probably looking to hire tax preparers next season. Before you…
5 Ways to Seize the Summer and Make More Money Next Tax Season
Tax season might be over and summer/vacation time may be in full swing, but here’s something to keep in the back of you mind: there are about 257 days until the start of next season. So why not Carpe Diem – or…
Why Peer Groups Are Important In Business
This past weekend I was recognized by the Virginia Council of CEOs. The Council announced the establishment of an annual VACEOs “Charles E. McCabe Leadership Award” in my name and made me the first recipient. The award recognizes those who make significant…
Evaluating Tax Season
You made it! Tax season is over! While clients may not be piling through the door to have their tax returns filed, there’s still work to be done. Evaluating your season and planning for next season is an important task to tackle…
What to Tell Your Clients Who Are Late to the Filing Party
It’s late filing season and there are roughly 40 million taxpayers that have yet to file their taxes. Are some of your clients included in that number? Here are some things to communicate to clients regarding extensions. Automatic Extensions There are some taxpayers in…
Are You Conducting Thorough Tax Interviews?
I was recently interviewed by CBS 6 News about finding the right tax preparer. The story began with a woman who received a refund anticipation loan after being told she would be getting a refund. Turns out she actually owed taxes, and…
Boost the Morale in Your Office for Laugh at Work Week
It may be all hands on deck as we finish out the tax season but it’s important to make sure you keep up the morale in the office. This week is Laugh at Work Week, the perfect time to have some fun.…
7 Ways to Show Appreciation to Employees (and Clients) During Tax Season
Clients and employees are essential to your business. Your employees keep your business running and your clients keep you in business. Showing a little appreciation for them is of utmost importance. Employees who feel appreciated are happier. And happy employees can have…
Stress Relieving Tips for Tax Preparers
It’s Tax season! It’s the most wonderful time of the year, right? While it’s great to catch up with clients during tax season, we don’t have to tell you how hectic it can be. Deadlines, back to back meetings, taxes to file,…