Signing a lease for an office is a decision that will greatly impact your tax business. A good choice can dramatically improve your success, but a mistake could be disastrous. You must not take this chore lightly or rush through the process. Knowledge is power and to be on equal footing with the landlord, or […]
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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 away in your office working long hours the past month of tax season. Now is the time to emerge and reconnect with people. Here are […]
Plan Ahead to Train and Staff for Next Year
In your evaluation of tax season this year, did you discover some staffing needs for next year? Onboarding and training new staff is an important process that should be planned for way ahead of time – especially if you plan to train your own tax preparers. Recruiting and training your own tax preparers is the […]
Keep Business Coming After the Deadline
Sure, business declines after April 15, but it doesn’t have to end. Besides the late filers, there are other opportunities to gain business after tax season. Here are some ideas to help keep business coming in after the 15. Amended Returns There are plenty of taxpayers who made errors on their returns, or need to […]
Evaluate Tax Season Now and Prep for Next Year
This week is probably a lot quieter at your tax office than last week. Now that tax season has ended, the dust is starting to settle. It’s the perfect time to sit back with a cup of coffee and think about the last three months to evaluate them carefully. How did they go? Are you happy with the […]
Tax Day Stress Relief Tips
Clients are calling, clients are coming in, and is it just us or does the room seem to be shrinking? Yeah, it’s April 15th. Today is probably the most stressful day of the year for tax preparers. Amid the extension requests, the paperwork, and playing therapist to your stressed out clients, you’ve got to find […]
Last-Minute Outreach Ideas to Get Clients in Before Tax Deadline
We’re down to the wire. It’s almost April 15 and you’ve got some clients who haven’t even called to make an appointment. There are also lots of taxpayers out there who haven’t filed their taxes yet who could be new clients. So how do you get them in your door? Here are some last-minute outreach […]
How to Stand Out On LinkedIn As A Tax Preparer
LinkedIn just added a feature that will help our graduates stand out more to their contacts and potential clients: The “Add to Profile Button”. Now, with the click of a button, you can add your Income Tax School Chartered Tax Advisor, Chartered Tax School Consultant, or Chartered Tax School Professional Certification to your LinkedIn Profile! […]
8 Customer Service Best Practices for Answering the Telephone
There’s a customer service motto that goes like this: The person calling you on the phone is just as important as the person who walks in the front door. There’s really no difference between the two. Yes, the people walking in the door most likely have appointments, but doesn’t that make the person calling much […]