There’s a customer service motto that goes like this: The person calling you on the phone is just as important as the person who walks in the front door. There’s really no difference between the two. Yes, the people walking in the door most likely have appointments, but doesn’t that make the person calling much […]
Displaying: March 2015
5 Ways Tax Preparers Can Stay on the Cutting Edge
Tax preparation is a constantly changing industry. While many of the principles and processes stay the same, there are laws, deductions, exemptions and policies that change each season. This is one of the main reasons why tax preparers are expected to take Continuing Education (CE) Courses. Education is not the only way a tax preparer […]
6 Ways to Stay On Top of Tax Industry News
As a professional in the industry, you’ve got to look up from your piles of forms and receipts every once in a while and stay in tune to what’s going on in the industry. It’s hard to be in touch with the world outside when there are so many returns to file, but there is […]
Are You Making the Most Out of Your Tax Prep Interviews?
When a new client walks through your door and sits down at your desk – you’ve got a lot of ground to cover. One of the most important aspects of being a tax preparer is being able to build relationships with new clients that keep them coming back to you year after year. Your relationship starts […]