Thanksgiving is tomorrow. Do you have a list of things you’re thankful for to share with friends and family around the dinner table? We’ve got one too. Aside from the usual things to be thankful for: family, friends, gainful employment… we’ve got some industry related things to be thankful for as well. 1. Thanks […]
Displaying: November 2014
Get the CE Courses You Need in Time for Tax Season
Do you plan on preparing federal tax returns this season? You should know that in order to do so you need a PTIN. And in order to renew your PTIN you must have completed a number of CE (Continuing Education) courses. The courses and number of hours that you will need to take depends […]
Hiring and Training Tax Preparers for the Upcoming Season
Tax season is right around the corner. Will you need to hire tax preparers for the 2015 season? Why risk hiring someone with bad habits when you can recruit and train your own preparers the right way? Training your own staff is cost effective and increases your chances of hiring a loyal staff that will […]
One Easy Tactic to Gain Client Loyalty and Increase Referrals
What if … Your clients stayed in the know and on top of things thanks to the informative messaging they received from you on a regular basis? What if … You stayed top of mind year-round with your clients and as a result earned more referrals from them? What if … Your clients didn’t wait […]