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 […]
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 […]
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 […]
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, […]
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, […]
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 […]
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 […]
7 Months Until Tax Season – Planning Starts Now
Are you thinking of starting a tax business this year? Now is the perfect time to get started! If you already have a tax business, hopefully you’ve taken time to evaluate your 2021 tax season. You can use that information as a launch pad for what you should be working on beginning this summer. Here’s a […]
Evaluate Your 2021 Tax Season
Well, it’s been 10 days since the official end of tax season. The dust has settled, and hopefully you’ve had time to recharge and regroup. Now is the perfect time to think back on how your tax season really went. It’s imperative to do this while things are still fresh in your mind, as waiting […]