We talk a lot about making a career as a tax preparer because we’re so passionate about seeing people go from tax student to successful tax preparer – or self-employed tax business owner. But tax preparation doesn’t have to be a career, it’s also a great way to make money on the side after retirement. Here […]
Displaying: August 2016
17 Crucial Metrics Every Tax Office Should Be Tracking
Are you going through the motions every tax season? If you’re not tracking the right metrics and making improvements to grow your business each year then yes, you are just going through the motions. Looking at your bottom line is important, but your bottom line is only going to tell you whether or not you […]
5 Essentials to Developing a Client Newsletter
Email newsletters are a great way to keep in touch with clients year-round. They add a personal touch, keep clients in the loop, and are sharable. We’ve discussed their importance before, but have yet to go into developing a solid newsletter. We got a great question on a recent blog post (5 Marketing Things to do […]
How to Protect Your Clients’ Information
As a tax preparer, you are privy to a lot of confidential information – information that could do your clients severe harm if it ended up in the wrong hands. This year, the IRS has been making a lot of changes to their processes to help guard taxpayers against the growing number of individuals who commit […]