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13 Ways to Be More Efficient This Tax Season

Tax season goes down the same way every year: crickets in January, flocks in March and April. As much as we encourage clients to come in early for their tax preparation appointments, the reality is that the number of returns we prepare increases the closer we get to the April 15th deadline. As a tax professional, […]

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4 Mid-Season Outreach Promotions to Try

It’s the middle of tax season. Do you have your marketing caps on? Now is about the time that tax season is starting to set in for taxpayers. It’s the perfect opportunity for you to reach out to potential clients, current clients, and contacts to promote your services and provide information on dealing with the […]

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Give Your Clients the VIP Treatment

As important as it is to gain new clients, it is just as important to keep the clients you have. In fact, it is cheaper to retain clients than it is to replace unhappy ones with new ones. The best way to retain clients is to provide excellent customer service and to offer incentives to […]

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Three Ways To Get Clients Through Your Door This Tax Season

As tax season marches on, how are you reaching new clients? Are you promoting in the all the right places? Do you have an enticing offer to get them to try your business? Here are three ideas to help drive traffic through your door. Offer up Gift Certificates at events and auctions Finding time to […]

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How to Qualify For A Deduction Under Work Related Education

Chances are, if you are reading this blog you are either a tax preparer who has taken continuing education courses, a tax preparer who has just completed their tax education, or a tax student. Either way, it’s tax time, and the question you are likely wondering is whether your tax education is deductible. While tax […]

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