The tax preparation business has changed significantly in recent years, and even more dramatic changes are coming in the future.  To survive and grow, independent tax businesses must also change.  These changes will include new marketing strategies and tactics, adoption of new technologies, new methods of recruiting and training tax preparers, new ways to operate a tax business and serve clients,  and different policies & procedures.  In short, we must reinvent our tax businesses to adapt to these changes and grow.

In the coming weeks and months I will commenting regularly on each of the topics mentioned above and also seeking input from other indepent tax business owners.  By sharing our knowledge we will be able to innovate and operate on a level playing field with the national tax firms.