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 […]
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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 […]
5 Ways Tax Preparers Can Stay on the Cutting Edge
Tax preparation is a constantly changing industry. While many of the principles and processes stay the same, there are laws, deductions, exemptions and policies that change each season. This is one of the main reasons why tax preparers are expected to take Continuing Education (CE) Courses. Education is not the only way a tax preparer […]
6 Ways to Stay On Top of Tax Industry News
As a professional in the industry, you’ve got to look up from your piles of forms and receipts every once in a while and stay in tune to what’s going on in the industry. It’s hard to be in touch with the world outside when there are so many returns to file, but there is […]
Are You Making the Most Out of Your Tax Prep Interviews?
When a new client walks through your door and sits down at your desk – you’ve got a lot of ground to cover. One of the most important aspects of being a tax preparer is being able to build relationships with new clients that keep them coming back to you year after year. Your relationship starts […]
GASB issues new pronouncement on fair value
The Governmental Accounting Standards Board (GASB) issued Statement No. 72, Fair Value Measurement and Application, on February 27, 2015.
5 Reasons Independent Ownership is Better Than Buying Into A Franchise
Thinking of starting your own tax business? With the proper training and business savvy you should have no problem getting started. Many tax preparers interested in owning their own tax business struggle with the decision to start from scratch as an independent owner, or buy into a franchise. While franchise options sound appealing as turn-key […]