Do you offer a guarantee for your services? It’s a very good thing for your business and one you should definitely consider. A satisfaction guarantee might read as follows: “If you are not pleased with the service you receive in the preparation of your tax return(s) and you choose to neither file them nor allow […]
Displaying: June 2021
AFSP is Truly the Minimum Standard for Tax Preparers
It’s amazing that tax preparers are not federally regulated. You need a license to cut someone’s hair, but in most places within the U.S., you don’t need a license to prepare someone’s tax return. As tax preparers, we should all strive to do better and learn more to ensure our clients are meeting their obligations, […]
Grow Your Tax Business by Looking Inside First
Often, businesses take existing clients for granted…thinking they’ll just always be there. With competition getting stiffer all the time, it’s important to nurture those current relationships. Did you know that it’s 5-10 times more expensive to attract new clients than it is to retain existing ones? And any clients you don’t retain the next year, […]
10-Hour California CTEC CE Package
Package Includes: n n 5 credit hours 2021 CTEC California State Tax Law n 3 credit hours 2021 Tax Law Updates n 2 credit hours 2021 Ethics n nUpon purchase, the seminars will be added to your learning account automatically. You will receive login credentials and may start your CE right away. These courses are […]
10-Hour Federal CE Package
Package Includes: n n 4 credit hours 2023 Special Needs and Concerns for Seniors n 2 credit hours 2023 Dispositions n 2 credit hours 2023 Income, Expenses, and Basis n 2 credit hours 2023 Tax-Related Investments n nUpon purchase, the seminars will be added to your learning account automatically. You will receive login credentials and […]
How this CPA candidate achieved higher than 95 on the CPA Exam
Each year, the AICPA awards the Elijah Watt Sells Award to CPA Exam test-takers who average a score of 95 or above across all exam sections. This year, Austin Krug was one of the winners. Do you want to know his secret to passing with such a high score? We sat down with Austin to […]
7 Months Until Tax Season – Planning Starts Now
Are you thinking of starting a tax business this year? Now is the perfect time to get started! If you already have a tax business, hopefully you’ve taken time to evaluate your 2021 tax season. You can use that information as a launch pad for what you should be working on beginning this summer. Here’s a […]
CPAs’ Focus on Ethics and Independence Is Vital in Times of Change
The past year has provided numerous examples of CPAs providing critical assistance to their clients, both from an attest and non-attest perspective. From assisting with Paycheck Protection Program (PPP) loan applications to helping with new accounting standard assessment and even staff augmentation services, CPAs have repeatedly gone above and beyond for their clients. However, when […]