Right on the heals of the AICPA’s (The American Institute of CPAs) letter to the IRS about the “unlawfulness” of a proposed voluntary tax preparer certificate program, the IRS has announced that they will be implementing an “Annual Filing Season Certificate (AFSC)”. “This voluntary program will be a step to help protect taxpayers during the […]
Displaying: June 2014
IRS Announces Voluntary Certification Program
IRS News Release: New IRS Filing Season Program Unveiled for Tax Return Preparers Voluntary program to focus on continuing education for unenrolled preparers IR-2014-75, June 26, 2014 WASHINGTON – The Internal Revenue Service announced today that guidance will soon be issued outlining a new voluntary program designed to encourage education and filing season readiness for […]
Do It Yourself Marketing Tips for Tax Offices
Since June is National “Do It Yourself Marketing Month” I thought I’d take the opportunity (in the last few days of June) to talk about guerilla marketing tactics. You may be hip deep in your own marketing efforts, just starting out or may not even be involved in the marketing of your tax firm. Either […]
Grow Your Tax Business by Recruiting and Training Your Own Preparers
The key to growth for any business is having good people. For a tax firm, this means finding seasonal employees to service your clients during tax season. While it may seem better and easier to hire an experienced tax preparer, we’ve found that it is better to find people with strong customer service skills first […]
I Graduated. Now What?
This is what’s likely going on in most graduates’ heads as the day they’ve been waiting for has come and passed. There’s a world of opportunity out there waiting for them, but knowing which road to take and how to get there is sometimes the hardest part. Whether you just graduated from college or you […]
Words of Wisdom From Seasoned Tax Professionals
A couple of weeks ago, LinkedIn released a series of posts called “If I were 22…” from 80+ of their “Influencers”. There were responses from seasoned journalists, Wall Street CEOs, Marketing masterminds, etc. It was great to read all of the different perspectives (no, I didn’t read all 80 of them) and it made me […]