A few weeks ago we posted a blog on making your tax office more inviting and customer service friendly for the upcoming season. Having a pleasant experience in an unexpected place (seriously, who loves tax time other than us?) can make a…
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2015 Tax Season Preview – Webinar
Did you miss the 2015 tax season preview webinar we did with Accounting Today? You’re in luck! We’ve got the entire webinar for viewing on our YouTube channel. The session included the latest on: Tax legislation IRS regulations New tax technologies Staffing…
9 Ways To Make Your Tax Office More Inviting
When was the last time you sat in your own waiting room? Never? Take a seat in there – or just think about it if you’re not at your office. What’s it like? Is it bright and welcoming? Are there things to…
A Few of Our Favorite Things
Hanukkah is already underway, Christmas is tomorrow, and next week we celebrate the New Year! The holidays are so wonderful. That’s why we decided to put aside taxes, the Affordable Care Act, the AFTR and the looming tax season and instead focus…
What’s in Store for the 2015 Tax Season?
The busy season is right around the corner. Wondering what’s in store for you as a tax preparer? Below is the Tax Season Preview we presented to preparers through Accounting Today. 2015 Tax Season Preview from Chuck McCabe Here are some…
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Going it on your own may seem scary but being your own boss and setting your own schedule……
How to Host a Holiday Open House and Gain Exposure
Thanksgiving has come and gone. We’re starting to see Christmas lights everywhere… And the radio stations have been playing Christmas music for a few weeks now. ‘Tis the holiday season! You may already be planning the company Christmas party for your…
4 Things Tax Professionals Can Be Thankful For
Thanksgiving is tomorrow. Do you have a list of things you’re thankful for to share with friends and family around the dinner table? We’ve got one too. Aside from the usual things to be thankful for: family, friends, gainful employment… we’ve got…
Get the CE Courses You Need in Time for Tax Season
Do you plan on preparing federal tax returns this season? You should know that in order to do so you need a PTIN. And in order to renew your PTIN you must have completed a number of CE (Continuing Education) courses.…
Hiring and Training Tax Preparers for the Upcoming Season
Tax season is right around the corner. Will you need to hire tax preparers for the 2015 season? Why risk hiring someone with bad habits when you can recruit and train your own preparers the right way? Training your own staff is…
One Easy Tactic to Gain Client Loyalty and Increase Referrals
What if … Your clients stayed in the know and on top of things thanks to the informative messaging they received from you on a regular basis? What if … You stayed top of mind year-round with your clients and as a…
Get Ready for Tax Season with These Checklists!
Today is National Checklists Day so we are celebrating by compiling all of the checklists you’ll need to prepare you for this coming season. Whether you’re a student, a tax preparer, a tax business owner, or looking to start a business –…