The IRS launched the voluntary Annual Filing Season Program last year as a way to “encourage continuing education (CE) and filing season readiness.” According to an IRS release, 44,000 tax return preparers participated in the program this year. Did you? If you…
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Great Ways to Use Twitter as a Tax Pro
Here’s something you may not know about the tax industry: it has a strong presence on Twitter. That means that it is quite possible that your competitors are not only on the platform but flourishing there. It also means that there are…
Essential Tools to Start Your Tax Business Without Paying Franchise Fees
As we’ve talked about in previous posts, there are a lot more benefits to owning your own business as an independent owner than as a franchisee. The draw of a franchise is the support and turnkey solution an established brand can offer.…
Dealing with the IRS On Behalf of Your Clients
Let me tell you a story about a client you are bound to have. His name is Ed. One day, post tax season, Ed opens his mailbox to find a letter from the IRS. “Oh the horror!” Not wanting to face the…
Social Media Best Practices for Tax Offices
If you haven’t established a presence on social media, you are behind the times. Social media is a great way to connect with clients and reach potential customers where they spend most of their time: online. Did you know that 70% of…
Money Saving Lease Negotiation Tips for Tax Offices
Signing a lease for an office is a decision that will greatly impact your tax business. A good choice can dramatically improve your success, but a mistake could be disastrous. You must not take this chore lightly or rush through the process.…
Post Tax Season Networking and Outreach Tips
Staying in touch is what helps foster relationships. It keeps your company top of mind and also helps to generate new business. As a tax professional, you’ve likely been hiding away in your office working long hours the past month of tax…
Plan Ahead to Train and Staff for Next Year
In your evaluation of tax season this year, did you discover some staffing needs for next year? Onboarding and training new staff is an important process that should be planned for way ahead of time – especially if you plan to train…
Keep Business Coming After the Deadline
Sure, business declines after April 15, but it doesn’t have to end. Besides the late filers, there are other opportunities to gain business after tax season. Here are some ideas to help keep business coming in after the 15. Amended Returns There…
Evaluate Tax Season Now and Prep for Next Year
This week is probably a lot quieter at your tax office than last week. Now that tax season has ended, the dust is starting to settle. It’s the perfect time to sit back with a cup of coffee and think about the last three…
Tax Day Stress Relief Tips
Clients are calling, clients are coming in, and is it just us or does the room seem to be shrinking? Yeah, it’s April 15th. Today is probably the most stressful day of the year for tax preparers. Amid the extension requests, the…
Last-Minute Outreach Ideas to Get Clients in Before Tax Deadline
We’re down to the wire. It’s almost April 15 and you’ve got some clients who haven’t even called to make an appointment. There are also lots of taxpayers out there who haven’t filed their taxes yet who could be new clients. So…