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Displaying: November 2012

12 Advantages of a Career as a Tax Preparer

A career in tax preparation has always been rewarding.  Recent changes and trends in the tax preparation industry driven by technology, legislation and demographics will make the outlook for tax professionals even more attractive.  Below are 12 reasons why tax preparation may be more rewarding for you. 1.  Savings on Your Own Taxes How much […]

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Does direct mail work to attract new clients?

Please share your experience in using direct mail to get new clients. Have you mailed letters, post-cards, self-mailers or other types of mail? What type of mailing list did you use and what was the source? How many clients did your mailings produced? What was your cost per new client? Would you use direct mail again?

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How Do You Attract New Clients Through Your Website?

Does your website bring in new clients? If not, what purpose does it serve? Are you maintaining organic SEO? Do you use paid search? Do you advertise to drive traffic to your website? How? Is your website interactive? Can clients schedule appointments themselves? Do you have live chat? Does your website have tax calculators? What […]

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Tax Preparer Non-compete Agreements

If you employ tax preparers it is essential to have an employment agreement that includes non-compete, confidentiality and non-solicitation provisions that are enforceable. A non-compete during the term of employment is usually enforceable. However, for a non-compete provision that continues after termination of employment to be enforceable it must be reasonable in terms of (1) […]

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