June 6, 2006 Richmond, VA — Peoples Income Tax School President, Charles E. McCabe, has become a new provider of Certified Financial Planner (CFP) Continuing Education (CE) as a sponsor of the CFP Board of Standards, Inc. Four Peoples’ 30-hour courses in…
Displaying: Recent Posts
Peoples Tax School President Elected to Executive Committee of Career College Advisory Board
October 31, 2005 Richmond, VA — Peoples Income Tax School President Charles E. McCabe was elected on October 26, 2005 by the members of the Career College Advisory Board (CCAB) to the 5-member CCAB Executive Committee to represent in-state proprietary career colleges…
Peoples Income Tax Course Launched Online; and Approved for California Tax Preparers
November 25, 2002 Richmond-based Peoples Income Tax, Inc., announced the debut this month of an online version of its Comprehensive Income Tax Course, and approval by the California Tax Education Council (CTEC), according to Charles E. McCabe, President & CEO. Peoples was…
Recruiting Tax School Students…10 Low-cost Solutions
In this economy, given high unemployment, the best prospective source of tax school students is unemployed workers. Many unemployed people would be interested in learning to become tax preparers if they were aware of this opportunity. How can you make unemployed people…
Targeted Advertising: How to Reach Potential Clients Through Direct Mail
By: Charles E. McCabe, President & CEO Peoples Income Tax, Inc. Mass media advertising is effective in creating awareness, name recognition, and differentiating your firm from the competition. However, it is difficult to effectively sell with mass marketing because tax preparation service…
Tax Office Site Selection
Growing a tax office can necessitate a move. Your site selection is a critical decision process that can make the difference between success and failure. The target community must include enough taxpayers to provide the number of clients you need at a…
How to Develop a Strategic Business Plan
EXECUTIVE SUMMARY What Are The Issues? Why A Strategic Plan? Writing Your Strategic Plan THE COMPANY Company Mission History & Personnel SITUATIONAL ANALYSIS Tax Firm SWOT Analysis MARKET RESEARCH MARKETING GOALS SERVICE (PRODUCT) DEVELOPMENT Trade Names Services & Products Delivery Systems and…
Building Year-Round Profit
Problems Facing Tax Practitioners: Extreme seasonality has always been a challenge for tax practitioners. With over 90% of annual tax preparation revenue being realized in about 80 days, tax firms are in the same situation as many seasonal vacation resorts, and far…
14 Steps to Motivate and Retain Employees
A Guide for Small Businesses with Limited Resources Employee retention is essential to maintain customer relationships and minimize recruiting and training costs. The keys to employee satisfaction and retention are founded on strong leadership and sound management practices. By mastering these arts,…
13 Tips to Retain Your Clients and Grow Your Tax Business
Pay attention to your existing clients. It is five to 10 times more expensive to attract new customers than it is to retain your existing customers. Plus, word of mouth is the best form of advertising! Stay in touch with your clients…
New State Sales Tax Calculator Debuts
New State Sales Tax Calculator Debuts on IRS.gov IR-2007–19, Jan. 29, 2007 WASHINGTON — The Internal Revenue Service is providing a new online tool to help individual taxpayers determine whether they might benefit by electing to deduct their state and local general…
Career Options for Displaced Bank and Financial Professionals
Tax Preparation: A New Career Option for Displaced Bank & Financial Professionals? By Charles E. McCabe, CEO, Peoples Income Tax, Inc. A new career in income tax preparation could be a safety net for some of the thousands of bank and financial…