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Displaying: January 2017

What to know for the 2017 Tax Season

  The 2017 tax season is underway! There are many things that will affect our industry up in the air since the new administration took office three days before the start of the season. There are a lot of proposed changes by President Trump but they will likely not take effect until next year. As we […]

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Build Better Client Relationships This Tax Season

Today is Get To Know Your Customers Day and tax season is next week. We thought today’s blog post would be a great time to talk about the importance of knowing your customers since you’re about to see all of them within the next few months! For tax preparers, really knowing your clients is important. On the […]

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Protect Yourself and Clients from Cybercrime this Tax Season

  Cybersecurity and Cybercrime are two terms you’re going to hear a lot in 2017. That’s because Cybercrime continues to be a growing threat to consumers and businesses. According to Verizon’s 2016 Data Breach Investigations Report, “No locale, no industry or organization is bulletproof when it comes to the compromise of data.” IBM President and CEO Ginni […]

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Should You Give Away Free Services and Information This Tax Season?

Your time, talent, and knowledge are valuable commodities. This is why many professionals hesitate to give anything that involves those things away for free. But free does not equal loss. In some cases it can actually benefit or help grow your tax practice. Between our sister tax firm, Peoples Tax, and The Income Tax School, […]

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