Let me tell you a story about a client you are bound to have. His name is Ed. One day, post tax season, Ed opens his mailbox to find a letter from the IRS. “Oh the horror!” Not wanting to face the bad news, Ed places the letter on his kitchen counter to “deal with […]
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Social Media Best Practices for Tax Offices
If you haven’t established a presence on social media, you are behind the times. Social media is a great way to connect with clients and reach potential customers where they spend most of their time: online. Did you know that 70% of Facebook users check the site daily? This is according to a survey done […]
CPA Exam pass rates highest for recent college graduates
Candidates who take the CPA exam immediately after college have the highest pass rates. Pass rates drop off dramatically in as little as three months after college.
Money Saving Lease Negotiation Tips for Tax Offices
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 […]
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 […]