I am excited and honored to announce that I have been named among Accounting Today’s 2016 Top 100 Most Influential People in Accounting. Each year, Accounting Today names the top 100 “thought leaders, visionaries, regulators, and others who are shaping the profession.” This…
Displaying: Recent Posts
Everyone Can Benefit From Going Back to School
The kids are about to go back to school, why not join them? No, you can’t go to school with your kids, but you can further your education and grow as a tax preparer. Expanding on your tax knowledge is beneficial to your…
Why Retirement is a Great Time to Become a Tax Preparer
We talk a lot about making a career as a tax preparer because we’re so passionate about seeing people go from tax student to successful tax preparer – or self-employed tax business owner. But tax preparation doesn’t have to be a career, it’s…
17 Crucial Metrics Every Tax Office Should Be Tracking
Are you going through the motions every tax season? If you’re not tracking the right metrics and making improvements to grow your business each year then yes, you are just going through the motions. Looking at your bottom line is important, but…
5 Essentials to Developing a Client Newsletter
Email newsletters are a great way to keep in touch with clients year-round. They add a personal touch, keep clients in the loop, and are sharable. We’ve discussed their importance before, but have yet to go into developing a solid newsletter. We…
How to Protect Your Clients’ Information
As a tax preparer, you are privy to a lot of confidential information – information that could do your clients severe harm if it ended up in the wrong hands. This year, the IRS has been making a lot of changes to…
How to Start a Home Based Tax Business
Have you thought about what it would be like to be your own boss? There’s a lot of freedom that comes with entrepreneurship but for some, the challenge is finding a lucrative field in which to pursue business ownership. As long as there…
What is the fate of IRS Commissioner Koskinen?
House Conservatives are trying to force a vote to impeach IRS Commissioner John Koskinen. Action on the motion – if the motion for a vote to impeach is passed – could be delayed until September. Today we find out whether that vote…
Are you Your Client’s Best Advocate?
Tax preparers have a very important role in the lives of their client’s: the role of trusted advisor in matters of tax. Tax preparers are trusted with information that is very personal to their client’s: their finances. This trust is not something…
Top ways to grow your new home-based tax business
Starting a home-based tax business can be very rewarding once you have the tax education under your belt. Aside from preparing taxes for family, how do you build your business with essentially no marketing budget and no storefront? In this blog we’ll…
Tax Scam Round-up: Know What You’re Up Against
Step aside tax evaders, the IRS has a new criminal in their crosshairs: tax scammers and identity thieves. Don’t think it will happen to you or your clients – or to you? Think again. As of this March 2016, the IRS reported identifying…
Oh the Places You’ll Go… With a Tax Education
As long as there is government, there will be taxes because taxes are what fund our government, our education, and the various other services we receive as taxpayers. This makes the Tax Industry recession proof (aka a great one to be in)! You don’t have to…