n Please note: The Guide to Start and Grow Your Successful Tax Business is a guidebook – not a course or webinar. This product is non-refundable. n n Topics Include: n n n n Learning Tax Preparation & Obtaining Credentials n Developing a Business Plan n Risk Management n Getting Started as a Tax Business […]
Displaying: Income Tax School
It’s OK to Say No: How and When to Fire Problem Clients (Nicely)
Sometimes someone special walks through your door – someone so special that they make you want to scream in frustration. I’m talking about the problem client – also called the toxic client. We’re talking about that person who does nothing but cause you problems and agony. The ones who make you question why you went […]
Are You a Leader or a Boss?
In case you missed it, October 15th was National Boss Day, a day for employees to celebrate and honor their bosses. The holiday caused me to pause and think about the term “Boss” and what it meant. Reflecting on that, I was reminded of how important it is to be a leader instead of a boss. […]
October Tax News
This year sure is flying by! While we’re about to slow down and engage in a series of family holidays that all seem to involve eating large quantities of food, the IRS doesn’t seem to be slowing down. We’ve got a lot to cover in this month’s Tax News Recap! PTINS First and foremost, have […]
Get Out and Vote on November 6th
We have a very important election coming up on Tuesday, November 6, 2018! This election will involve Congressional, general and special elections that should concern everyone. Are you registered to vote? You have until Monday, October 15th to register! Here’s a link with more information on how to register in various states. Why is your […]
Tax Talk: September Tax News Round-up
As we get closer to the end of the year, there’s plenty of important tax news to go over. One of the most exciting stories is that our founder and CEO, Chuck McCabe, has been named one of Accounting Today’s “Top 100 Most Influential People in Accounting” for the sixth year in a row. His […]
3 New Tax Reform Changes Most Likely to Impact Your Clients’ Business
Of the 100+ provisions in the Tax Cuts and Jobs Act (TCJA, or the Act) that take effect this year, there are specifically 3 new tax reform changes most likely to impact your small business clients. As a certified tax preparer, you’re probably already familiarizing yourself with many provisions in the TCJA. However, have you […]
You Have to Give to Get: Better Networking Techniques That Really Work
What’s your networking style? Do you dread going to networking events and hang out by the food, hoping for the best? Do you like to get into the thick of it and count the business cards you’ve collected as a measure of your success? Well, when it comes to networking, I have found you have […]
We Teach – Group Discount – Small Business II
Course Includes: n n n n 2 Modules comprised of 30 hours of education n Reading and Reference Materials n Learning Activities n Real world examples and applications n Free Tax Law Updates as they become available n Surgent ITS Support by email n Automatic online grading with feedback n PDF downloads for reading materials […]