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Displaying: Income Tax School

Identify Your Mission and Commit to It

If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons handy to motivate you on tough days. These are your motivators. Mission and […]

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Learn Something New This Summer

Summer is here and if you’re like most people, you’re thinking about relaxing at the beach or pool…soaking in the sun and enjoying BBQs with friends. But if you’re looking to get ahead, now is the perfect time to consider taking some continuing education (CE) courses. Why should you complete CE this summer? Summer is […]

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Now is the perfect time to start a tax business!

Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing client relationships to other, younger tax preparers. With such a large population of […]

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4 Reasons to Diversify Your Tax Business

It lowers your risk As the saying goes, “Don’t put all your eggs in one basket.” Diversifying your tax business can help lower your risk, so you’re not relying on one main product or service to keep you going and growing. The same goes for relying on a few big clients. If you lose one […]

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The Benefits of Offering a Satisfaction Guarantee

Do you offer a guarantee for your services? It’s a very good thing for your business and one you should definitely consider. A satisfaction guarantee might read as follows: “If you are not pleased with the service you receive in the preparation of your tax return(s) and you choose to neither file them nor allow […]

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AFSP is Truly the Minimum Standard for Tax Preparers

It’s amazing that tax preparers are not federally regulated. You need a license to cut someone’s hair, but in most places within the U.S., you don’t need a license to prepare someone’s tax return. As tax preparers, we should all strive to do better and learn more to ensure our clients are meeting their obligations, […]

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Grow Your Tax Business by Looking Inside First

Often, businesses take existing clients for granted…thinking they’ll just always be there. With competition getting stiffer all the time, it’s important to nurture those current relationships. Did you know that it’s 5-10 times more expensive to attract new clients than it is to retain existing ones? And any clients you don’t retain the next year, […]

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10-Hour California CTEC CE Package

Package Includes: n n 5 credit hours 2021 CTEC California State Tax Law n 3 credit hours 2021 Tax Law Updates n 2 credit hours 2021 Ethics n nUpon purchase, the seminars will be added to your learning account automatically. You will receive login credentials and may start your CE right away. These courses are […]

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10-Hour Federal CE Package

Package Includes: n n 4 credit hours 2023 Special Needs and Concerns for Seniors n 2 credit hours 2023 Dispositions n 2 credit hours 2023 Income, Expenses, and Basis n 2 credit hours 2023 Tax-Related Investments n nUpon purchase, the seminars will be added to your learning account automatically. You will receive login credentials and […]

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