The busy season is right around the corner. Wondering what’s in store for you as a tax preparer? Below is the Tax Season Preview we presented to preparers through Accounting Today. 2015 Tax Season Preview from Chuck McCabe Here are some highlights you should know about: Legislation There is still no final legislation regarding […]
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5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Going it on your own may seem scary but being your own boss and setting your own schedule… Not so scary! Building your practice is going to take a bit of […]
How to Host a Holiday Open House and Gain Exposure
Thanksgiving has come and gone. We’re starting to see Christmas lights everywhere… And the radio stations have been playing Christmas music for a few weeks now. ‘Tis the holiday season! You may already be planning the company Christmas party for your staff – but have you considered making it an open house? Holiday open […]
4 Things Tax Professionals Can Be Thankful For
Thanksgiving is tomorrow. Do you have a list of things you’re thankful for to share with friends and family around the dinner table? We’ve got one too. Aside from the usual things to be thankful for: family, friends, gainful employment… we’ve got some industry related things to be thankful for as well. 1. Thanks […]
Get the CE Courses You Need in Time for Tax Season
Do you plan on preparing federal tax returns this season? You should know that in order to do so you need a PTIN. And in order to renew your PTIN you must have completed a number of CE (Continuing Education) courses. The courses and number of hours that you will need to take depends […]
Hiring and Training Tax Preparers for the Upcoming Season
Tax season is right around the corner. Will you need to hire tax preparers for the 2015 season? Why risk hiring someone with bad habits when you can recruit and train your own preparers the right way? Training your own staff is cost effective and increases your chances of hiring a loyal staff that will […]
One Easy Tactic to Gain Client Loyalty and Increase Referrals
What if … Your clients stayed in the know and on top of things thanks to the informative messaging they received from you on a regular basis? What if … You stayed top of mind year-round with your clients and as a result earned more referrals from them? What if … Your clients didn’t wait […]
Get Ready for Tax Season with These Checklists!
Today is National Checklists Day so we are celebrating by compiling all of the checklists you’ll need to prepare you for this coming season. Whether you’re a student, a tax preparer, a tax business owner, or looking to start a business – we’ve got a checklist for you! Looking to Get Into Tax Preparation? Here’s […]
What is the Next Step After the Comprehensive Course?
If you’ve already completed our Comprehensive Tax Course, congrats! If you’re currently working through it or just considering taking it, you might be asking yourself what’s next? Completion of our Comprehensive Tax Course means that you’ve learned how to prepare taxes for most Form 1040 individuals, non-business taxpayers and small business taxpayers (self-employed/Schedule C). […]