Tax preparation is more than just numbers, it’s relationship building and customer service. While the entertainment business portrays us as curmudgeons and socially awkward nerds, the reality is if we played those parts in real life, we wouldn’t have any clients! Etiquette is extremely important in the tax preparation business. The goal is to make clients feel as […]
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Are You Communicating Enough with Clients and Staff?
Communicating effectively with clients and staff is important for any tax office – or any business for that matter! Communication ensures that everyone is on the same page. It ensures that your staff and your customers know what’s going on or what they should be doing. Are you communicating enough? Here’s a rundown of some […]
6 Things to Consider If You Want to Open A Tax Business
Thinking about opening a tax business? It’s an option we challenge many of our students or Continuing Education Tax Practitioners to seriously consider. Starting your own tax business doesn’t have to have the overhead and restrictions of starting a tax franchise. It’s as easy as getting a business license and tax software to get yourself […]
Five Things Tax Preparers Could Learn From the Military
May is National Military Month – a month set aside to honor those who serve: past and present. Military personnel learn a lot throughout their training and experience that we as tax preparers should take note of. Here are five things tax preparers could learn from the military. Discipline Discipline is a core value in the military, […]
Could Tax Preparation Be A Side Hustle?
Have you heard the term “side hustle”? It’s a fairly new phrase that refers to making extra money on the side. Side hustle could be extra money you earn while pursuing your passion or a way to delve into your passion by pursuing it on the side. Either way you look at it, tax preparation […]
5 Ways Giving Back to the Community Helps Grow Your Business
Outside of preparing taxes for your clients, how involved are you in your community? Maybe you get out and network at your local Chamber; maybe you’re in a BNI group. While those two things are great for networking and relationship building, they don’t count as giving back to the community. One of the advantages you have […]
4 Ways to Reach Out to Late Filers
There are all kinds of people in this world … People who jump on to-do items and get them done as soon as possible. People who handle their affairs in a timely manner. People who procrastinate until the absolute very last minute. People who can’t seem to make a deadline to save their lives. And finally, […]
Paying Your Tax Bill Just Got… Convenient
Paying your taxes just got a little more convenient thanks to a new partnership with the IRS, ACI Worldwide’s OfficialPayments.com the PayNearMe Company, and 7-Eleven. Yep, 7-Eleven. Taxpayers can now fill up, grab a Slurpee and pay the IRS at one of 7,000 7-Eleven locations in 34 states. How convenient! The IRS is trying to make paying […]
The One Score You Need to Grow Your Tax Business
As a business owner it’s important to track the growth of your company. You can look at revenue, you can look at customer growth, retention and attrition, etc. If you really want to know how your business is doing, or predict future growth, you’ve got to know how happy your customers are with the services you provide. […]