After completing Chapter 1 of the Advanced Course, I’ve decided that I will go back to a more traditional study method. The Comprehensive Course was long enough that there were times where I didn’t really feel like I was getting anywhere. Between the extra reading assignments, learning activities, and quizzes it sometimes felt like I […]
Displaying: December 2013
2014 Tax Laws You Should Know About
Getting ready for the upcoming tax season can mean a lot of things for tax preparers and tax business owners. One thing that should be a priority for both is knowing what will change in the 2014 tax code. Tax laws change every year and this upcoming year is certainly no exception. As a tax […]
Tips for Training Staff Before Tax Season
If you are hiring and training new staff for the upcoming tax season, there are several things you should incorporate into training to ensure you and your staff are well prepared for the new tax season. Training Tax Preparers If you are currently training new staff how to prepare taxes, good for you. Finding good […]
Keeping the Momentum
After finishing the Comprehensive Course, it was really tempting to take a nice long break but after only a couple of weeks I decided to get back into it. Some of it is because I would like to cover as much as possible before tax season, but it’s also because it’s so much easier to […]
4 Game-changer Internet Marketing Lessons I Learned
When I founded Peoples Income Tax in 1987 the Internet was in its infancy and was certainly not an option to market our tax business. However, as the Internet grew rapidly, we decided to create our first website, www.peoplestax.com, which we launched in 1996. The website was essentially an electronic brochure that really didn’t […]
I’m back!
I recently received the hard copies of the Advanced I course and have already completed most of the reading and activities for Chapter 1 and 2. Advanced I goes back to some of the topics discussed in the Comprehensive Course but in more depth and also hits on some entirely new topics. I feel that […]
Financing Operations Until Tax Season Starts
It should be no surprise by now that the 2014 tax season will be delayed by up to two weeks. For tax preparers, this means that you will be losing out on two week’s worth of revenue until the tax season starts. As a tax business owner, where will you get the money to finance […]
Social Media Tips for Tax Preparers
If you’re in the tax industry, you know that being knowledgeable about the tax code is not the only important credential you need to do your job. You also have to be good at building relationships, customer service, and networking to gain new clients. For a lot of preparers, social media doesn’t seem like an […]