Blog

Displaying: Income Tax School

How to Determine Your Fees as a Tax Preparer

What are your fees? How do you charge and do you make your schedule of charges public? These are all questions you should be asking if you are a new tax business owner. Here are some things to think about. Charging by the Form vs. by the Hour There are two different ways you can charge […]

Full story 

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 […]

Full story 

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 […]

Full story 

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, […]

Full story 

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 […]

Full story 

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 […]

Full story 

Three Ways To Get Clients Through Your Door This Tax Season

As tax season marches on, how are you reaching new clients? Are you promoting in the all the right places? Do you have an enticing offer to get them to try your business? Here are three ideas to help drive traffic through your door. Offer up Gift Certificates at events and auctions Finding time to […]

Full story 

How to Qualify For A Deduction Under Work Related Education

Chances are, if you are reading this blog you are either a tax preparer who has taken continuing education courses, a tax preparer who has just completed their tax education, or a tax student. Either way, it’s tax time, and the question you are likely wondering is whether your tax education is deductible. While tax […]

Full story 

Are You Putting Your Marketing Dollars In The Right Places?

When I think about all of the avenues of advertising a business has to choose from, two quotes come to mind. “Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” – John Wanamaker “A man who stops advertising to save money, is like a man who stops a […]

Full story