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Displaying: July 2021

Conducting a Thorough Tax Client Interview

Your clients expect and deserve much more than just a correct tax return. That is a given. Clients will only choose you over other options if you provide a positive experience and added value. Making the experience positive and adding value requires making a good first impression, showing genuine concern for the client, being very […]

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Identify Your Mission and Commit to It

If you’re thinking of starting your own business, you’ll want to take some time and think about why you want to do it. Write down ALL the reasons – personal, professional, financial, and anything else you can think of. Keep these reasons handy to motivate you on tough days. These are your motivators. Mission and […]

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Learn Something New This Summer

Summer is here and if you’re like most people, you’re thinking about relaxing at the beach or pool…soaking in the sun and enjoying BBQs with friends. But if you’re looking to get ahead, now is the perfect time to consider taking some continuing education (CE) courses. Why should you complete CE this summer? Summer is […]

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Now is the perfect time to start a tax business!

Demand for tax preparers If you’ve ever thought about getting into the tax business, now is the time! The demand for tax preparers is real and it’s growing! With baby boomers reaching retirement age, many preparers are selling their businesses and/or relinquishing client relationships to other, younger tax preparers. With such a large population of […]

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4 Reasons to Diversify Your Tax Business

It lowers your risk As the saying goes, “Don’t put all your eggs in one basket.” Diversifying your tax business can help lower your risk, so you’re not relying on one main product or service to keep you going and growing. The same goes for relying on a few big clients. If you lose one […]

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