What’s on your summer to-do list? Summer may not be tax season but there’s plenty for tax preparers to do to get ready for next year and bring in more business. Owning a business is a year-round endeavor, if you want to get…
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Mind Your Manners, Tax Pros: Business Etiquette for Tax Preparers
Tax preparation is more than just numbers, it’s relationship building and customer service. While the entertainment business portrays us as curmudgeons and socially awkward nerds, the reality is if we played those parts in real life, we wouldn’t have any clients! Etiquette is extremely important…
Are You Communicating Enough with Clients and Staff?
Communicating effectively with clients and staff is important for any tax office – or any business for that matter! Communication ensures that everyone is on the same page. It ensures that your staff and your customers know what’s going on or what…
6 Things to Consider If You Want to Open A Tax Business
Thinking about opening a tax business? It’s an option we challenge many of our students or Continuing Education Tax Practitioners to seriously consider. Starting your own tax business doesn’t have to have the overhead and restrictions of starting a tax franchise. It’s…
Five Things Tax Preparers Could Learn From the Military
May is National Military Month – a month set aside to honor those who serve: past and present. Military personnel learn a lot throughout their training and experience that we as tax preparers should take note of. Here are five things tax preparers…
Could Tax Preparation Be A Side Hustle?
Have you heard the term “side hustle”? It’s a fairly new phrase that refers to making extra money on the side. Side hustle could be extra money you earn while pursuing your passion or a way to delve into your passion by…
5 Ways Giving Back to the Community Helps Grow Your Business
Outside of preparing taxes for your clients, how involved are you in your community? Maybe you get out and network at your local Chamber; maybe you’re in a BNI group. While those two things are great for networking and relationship building, they don’t…
4 Ways to Reach Out to Late Filers
There are all kinds of people in this world … People who jump on to-do items and get them done as soon as possible. People who handle their affairs in a timely manner. People who procrastinate until the absolute very last minute. People…
Paying Your Tax Bill Just Got… Convenient
Paying your taxes just got a little more convenient thanks to a new partnership with the IRS, ACI Worldwide’s OfficialPayments.com the PayNearMe Company, and 7-Eleven. Yep, 7-Eleven. Taxpayers can now fill up, grab a Slurpee and pay the IRS at one of 7,000 7-Eleven…
The One Score You Need to Grow Your Tax Business
As a business owner it’s important to track the growth of your company. You can look at revenue, you can look at customer growth, retention and attrition, etc. If you really want to know how your business is doing, or predict future growth, you’ve…
How to Determine Your Fees as a Tax Preparer
What are your fees? How do you charge and do you make your schedule of charges public? These are all questions you should be asking if you are a new tax business owner. Here are some things to think about. Charging by the…
Who Checks Your Returns?
The IRS is always advising taxpayers to double check their returns before filing. How about tax preparers? Contrary to popular belief, tax preparers aren’t robots. As we get down to the wire and pressure builds to get taxes filed before the deadline,…