I’m excited to announce the release of my book, Guide to Start and Grow Your Successful Tax Business! This 289-page book is a go-to guide for anyone looking to start or grow a tax business. The guide covers everything from learning tax preparation, to establishing your tax office, marketing and pricing, recruiting and training employees, […]
Displaying: August 2017
The Benefits of Guest Blogging for Your Tax Business
Content marketing has become an important part of marketing for every business. Beyond sharing your expertise on your blog or creating white papers for download, there’s another great option – that could help get you in front of fresh eyeballs. It’s called guest blogging. Guest blogging is just what it sounds like. Creating original content […]
AICPA releases standard on exempt offerings
Statement of Auditing Standards (SAS) No. 133, Auditor Involvement With Exempt Offering Documents, was issued July 26, 2017, and provides performance requirements for auditors involved with documents for exempt offerings such as municipal securities; securities issued by not-for-profit religious, education, or charitable organizations; crowdfunding; small issues of securities such as Regulation A offerings; and franchise […]
New Guidelines on Passwords
You know all that advice about making hard passwords? They must include at least one number and special character. You know how we’re told to change the password frequently and to never use the same one for different things? Well, there are new guidelines that basically say to forget what you’ve been told. So, thanks […]
The Path to Enrolled Agent
If you’re looking for a career in the tax industry, set your sights high! While it doesn’t take much to become a tax preparer and start preparing taxes for the general public, earning a credential as an Enrolled Agent should be the ultimate goal. Enrolled Agents are the only credentialed tax preparer and thus have […]
Online Directories: A Great Way to Boost Your SEO
When you type in “tax preparer in [enter your city]”, does your firm come up? Is it at the top of search results? There are a lot of things that factor into being on the first page of Google. Are you employing SEO tactics? Do you have a lot of competition? Is your site optimized […]