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Who Checks Your Returns?

The IRS is always advising taxpayers to double check their returns before filing. How about tax preparers? Contrary to popular belief, tax preparers aren’t robots. As we get down to the wire and pressure builds to get taxes filed before the deadline, here are some reasons why you should have a second tax professional double […]

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ASU 2016-08 Revenue updates

On March 17, 2016, the FASB (Financial Accounting Standards Board) issued Accounting Standards Update No. 2016-08, Revenue from Contracts with Customers (Topic 606).

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Creating Word of Mouth for Your Tax Business

Getting people to talk about your business when you run a tax or accounting firm is not easy. Sure, if you’ve got a huge marketing budget that allows you to run television ads that promise huge tax savings each year you could make a dent. But what if you’re a small business? Word of Mouth […]

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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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