Sometimes going too slowly is a bad thing. For some reason, I keep getting bogged down in details this week. Normally I do all the reading, answer the questions, follow up on any problem areas and move on but lately, I think…
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The Lost Weekend
I took Friday off this past week and took a trip to Madison, WI. I love Madison! It’s a fun city with great people and food and while I got to spend three days relaxing, that meant three days not doing tax…
Three Ways to Gain Credentials as a Tax Preparer
Remember the article a few months ago about how hairdressers are more regulated than tax preparers? That article got a lot of attention (and for good reason) because for the first time someone was calling out the fact that there’s no standardized…
How to Make Money Year-Round as a Tax Preparer
Unfortunately tax season isn’t year-round. While you can still bank on the fact that some people missed the deadline and will still need your help filing returns, filing for an extension or amending returns, this most likely won’t carry you through to…
Looking to the Future
I have been doing individual tax courses for a while so I am definitely ready for a change of pace. I can’t help but keep thinking about the business side of the tax world. I’m already somewhat familiar with that topic but…
Post-Tax Season To-Dos
Now that clients aren’t coming through the door at a constant pace, it’s time to wrap up tax season with a nice big bow. While people will still need their taxes prepared, returns amended, and payment extensions filed the busiest part…
Is Music Helpful or Distracting While Doing Homework?
I love music and listen to it whenever I can. Whenever I’m cleaning the house or hanging out at home by myself, I always get the music going. When I know that I’ll be doing a tough workout, the thing that gets…
Looking Forward to a Productive Week
Last week was extremely busy for me but I am hoping to have a somewhat less exciting week this week. Mother’s day is on Sunday but the rest of my week is looking pretty clear. I am hoping to finish another 2-3…
Such Lovely, Distracting Weather
It is 65 degrees and sunny outside right now while I am sitting here working on this post and I can’t help but think about how nice it would be to get outside and enjoy the weather. As the weather has started…
Educating Clients on the Affordable Care Act
We’ve passed the deadline for individuals and families to obtain health care coverage without being penalized. Our last blog covered communicating with clients after tax season, but didn’t cover one new and important piece of information that should be communicated: the penalties…
A Few Issues
I’ve completed Chapter 1 and am hoping to get Chapter 2 done today in the Advanced II Tax Course. So far I feel that this new course has done a good job of thoroughly covering complex topics. I ran into several minor…
Why Customer Surveys are Important
It’s time to reflect on tax season. How did you do? What were your sales? Did you increase or decrease over last year? You know the drill. You can determine your success or lack there of by looking at sales, number of…