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Displaying: January 2019

Top 4 Client Retention Strategies for Your Tax Preparation Business

If you haven’t done it already, this is the perfect time of year to put any one of these top 4 client retention strategies for your tax preparation business into place. Client retention should be a strong, foundational piece in your overall marketing strategy. Some of these strategies can be (and should be) used throughout […]

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Encourage Clients to File Their 2018 Tax Returns Early

  It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know, the government shutdown is not going to delay the start of the tax season or the processing of refunds. Unfortunately, your clients don’t know that. The shutdown is likely giving them a false sense of security that they now […]

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December Tax News Recap: Shutdowns, Changes, and more Scams

Oh December! As the world winds down for the holidays, tax preparers gear up for tax season – a season that is bound to be a tough one between the threat of a government shutdown and all of the tax law changes that go into effect. Here are the top stories in the tax industry […]

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