Now that I have completed all of the chapters for the Advanced Level I Tax Course, I feel like I can really share my overall opinion on the course as a whole. While I did not have any major problems with this course, I did not feel that it was quite as tight as the […]
Displaying: Income Tax School
Prompt Replies to a Couple of Issues
As I completed Chapters 9 and 10 I ran into a couple of issues that slowed me down a bit. Chapter 9 had an example problem that was done differently than in the test solutions. A quick e-mail out to an instructor to let them know about this was replied to quickly as usual and […]
Why Your Business Needs Guiding Principles
A huge part of starting a business – no matter what industry – is creating a mission statement that will guide all aspects of how you will conduct business. Your mission statement should be succinct, simple and easy to understand. Your mission statement is not enough though. You need a set of standards you […]
Finals
I am currently wrapping up the Final for part 1 and am ready to get through the rest of the course. I should have some extra time this week and am hoping to be done with the course by the middle of next week. Other than what I’ve mentioned in previous posts nothing much has […]
Why Saying ‘No Problem’ is a Problem
We’ve been covering customer service and the customer experience the last couple of months because it’s tax season and operating a tax business has a lot more to do with customer service and relationship building than most people would think. Sure, you’ve got to be good at the services you provide, but like we said […]
Learning Activity Study Tip
Now that the questions have gotten a bit more complicated, I’ve started using a new method to get everything organized in my head. Before I start filling out forms and schedules, I will now go through the learning activity question and try to mark where each item listed goes. Usually the problem will list a […]
So Many Forms!
One thing that has definitely changed from the Comprehensive Tax Course to the Advanced Level I Tax Course is the number of forms and schedules involved. Sometimes I actually feel a bit overwhelmed. I’ll usually read the learning activity and will have a pretty good idea of what forms I need and will get them […]
7 Ways to Create Word of Mouth Business
Generating word-of-mouth business is important, but it’s certainly not easy. Your tax firm may have the best tax professionals, the best customer service and the best deals in town, but that doesn’t automatically mean that you will generate word-of-mouth about it. As a tax firm, it’s obvious that the best source of referrals is satisfied […]
Moving Along
I am currently working on chapters 6 and 7 and plan to get those done this week. I have not run into any other issues or complaints so far in the course and have been generally happy with the way the course is designed. As discussed in a previous post on Advanced Level I test […]