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Displaying: March 2019

Managing Client Expectations During a Busy Tax Season

Having one procrastinating client is bad enough. More likely, you have at least a dozen really bad procrastinators. But when 80% or more of your clients turn in their shoe boxes of receipts to you on April 1 – or later – you’re going to have problems. Because procrastinating clients can actually cost you money. […]

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10 Certified Internal Auditor Exam Prep Tips

You’ve done the research, and you’re ready to become an internal auditor. But first, you have to pass the Certified Internal Auditor Exam. Whether you’re a seasoned exam taker, or this is your first professional certification, you can use these 10 tips to help you prepare for and pass the CIA Exam.

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Top Tax Scams this Tax Season

The IRS just completed its compilation of this year’s “Dirty Dozen Tax Scams” – a list they put out each year that contains the worst of the worst. Tax scams are still a big problem despite the extra precautions the IRS has implemented within the last couple of years. While it has improved, there are […]

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Studying for the CPA Exam? How to make the most of your spring break

Spring break signals the end of a long winter and is usually filled with some much-needed leisure time for busy college students. However, if you’re planning on taking the CPA Exam, you may want to consider studying for the CPA Exam on spring break. Keeping your study momentum up during breaks is key, although it […]

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Are Online Reviews Hurting Your Business?

How many stars does your company business page have on Facebook? How about your local BBB page? Online reviews are everywhere and believe it or not, they are worth looking into. Did you know that 91 percent of people regularly or occasionally read online reviews, and 84 percent trust online reviews as much as a […]

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Why You Should Earn You Enrolled Agent Credential Before July 2019

IRS Delays EA Exam Changes, Extending Deadline to Test on 2017 Tax Law If you’re considering becoming an Enrolled Agent, now is the time. That’s because the IRS announced on March 1, 2019 that the annual revisions to the Special Enrollment Examination, also known as the Enrolled Agent Exam or EA Exam, will be delayed […]

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5 Ways to Keep Your Employees Motivated Through the Busy Tax Season

If one of the reasons you decided to open (or are thinking about opening) your own tax preparation business is because you’ve had miserable experiences working for others, ask yourself this very important question: What are you doing not to repeat those same mistakes with your employees?  Especially during tax season. What are the top […]

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Tax Season Communications Throughout the Season

When it comes to marketing your tax business, the same messaging all year long is not going to cut it. As you progress throughout the season, your message needs to appeal to different types of taxpayers. Here’s a peek at what we do over at our sister company, Peoples Tax, and what we recommend for […]

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