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Chartered Tax Consultant (CTC) Certificate Program
...Small Business I Tax Course 25 CE hours 3 month completion time Small Business II Tax Course 30 CE hours 3 month completion time 150-hour experience requirement Can be completed...
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Blog Post
IRS Don’t Take the Bait Recap
...business computers, mobile devices and accounts. Do not connect personal or untrusted storage devices or hardware into computers, mobile devices or networks. Be careful downloading software. Watch out when providing...
Blog Post
5 Ways Giving Back to the Community Helps Grow Your Business
...to the community, you get back respect and loyalty. People within the community tend to back and support businesses who support the community. You enrich the community When community members...
Blog Post
Closing Deadline for Eligible Homebuyer Credit Purchases Extended to September 30
...the credit can be found in the instructions [http://www.irs.gov/pub/irs-pdf/i5405.pdf ] to Form 5405, as well as on the First-Time Homebuyer Credit page [http://www.irs.gov/newsroom/article/0,,id=204671,00.html ] on IRS.gov. Source: IRS / newsblaze.com...
Blog Post
A Dozen Tips to Prepare for Tax Season
...Ideally, an interactive e-commerce website will be developed. 12. Year-end Tax Planning Tax clients who have more complex tax returns could be invited to come in for a year-end...
Blog Post
How tax preparers can diversify tax services
...progressive approach encompasses a spectrum of offerings, including comprehensive estate tax planning, insightful small business tax consultations, and even navigating the intricacies of international tax compliance. By venturing into these...
Blog Post
How to Develop a Strategic Business Plan
...following: The vision of the CEO of your company Your company’s unique strengths and expertise Your company’s corporate culture Your company’s unique selling proposition The type of product(s) and/or service(s)...
Blog Post
How to generate new business: Best practice guide for tax professionals
...time to think about what makes a good fit. Nurture those clients and cultivate more like them by connecting to the people in their network. Communicate your value. The clients...
Blog Post
Tax Marketing Strategies to Bring in New Business
...nurturing clients who will bring in new business. Hubspot recommends the Flywheel over the funnel. Funnels lose their momentum at the bottom. Fly wheels use that momentum to keep spinning....
Blog Post
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...
Blog Post
Targeted Advertising: How to Reach Potential Clients Through Direct Mail
...workers, such as line-managers, teachers, engineers, nurses, medical technicians, computer programmers, etc. They generally have college degrees. They tend to remain fully employed, although downsizing has impacted many upwardly-mobile workers....
Blog Post
Myths about the AFSP debunked
...competency and commitment to their profession. By completing the program’s requirements, tax preparers will receive a record of completion, which can be used to promote their services to potential clients. ...