If you haven’t done it already, this is the perfect time of year to put any one of these top 4 client retention strategies for your tax preparation business into place. Client retention should be a strong, foundational piece in your overall marketing strategy. Some of these strategies can be (and should be) used throughout […]
Displaying: January 2019
How the best accounting programs prepare students for CPA Exam success
Through modernization, globalization, and engagement, degree programs are helping students attain much higher scores compared to candidates who study on their own.
Encourage Clients to File Their 2018 Tax Returns Early
It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know, the government shutdown is not going to delay the start of the tax season or the processing of refunds. Unfortunately, your clients don’t know that. The shutdown is likely giving them a false sense of security that they now […]
Press release: Surgent CPA Review awards 2018 college scholarships
Surgent CPA Review recently announced the winners of the 2018 College Scholarship Program. This scholarship is open to any student currently enrolled at an accredited college or university within the United States, and who is working towards an accounting or finance major. Emma S., from the University of Colorado, and Nicole Z., from the University […]
December Tax News Recap: Shutdowns, Changes, and more Scams
Oh December! As the world winds down for the holidays, tax preparers gear up for tax season – a season that is bound to be a tough one between the threat of a government shutdown and all of the tax law changes that go into effect. Here are the top stories in the tax industry […]