Since June is National “Do It Yourself Marketing Month” I thought I’d take the opportunity (in the last few days of June) to talk about guerilla marketing tactics. You may be hip deep in your own marketing efforts, just starting out or may not even be involved in the marketing of your tax firm. Either […]
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Grow Your Tax Business by Recruiting and Training Your Own Preparers
The key to growth for any business is having good people. For a tax firm, this means finding seasonal employees to service your clients during tax season. While it may seem better and easier to hire an experienced tax preparer, we’ve found that it is better to find people with strong customer service skills first […]
I Graduated. Now What?
This is what’s likely going on in most graduates’ heads as the day they’ve been waiting for has come and passed. There’s a world of opportunity out there waiting for them, but knowing which road to take and how to get there is sometimes the hardest part. Whether you just graduated from college or you […]
Words of Wisdom From Seasoned Tax Professionals
A couple of weeks ago, LinkedIn released a series of posts called “If I were 22…” from 80+ of their “Influencers”. There were responses from seasoned journalists, Wall Street CEOs, Marketing masterminds, etc. It was great to read all of the different perspectives (no, I didn’t read all 80 of them) and it made me […]
Low-Cost Solutions to Starting Your Tax Business
Tax preparation can be a very rewarding career, but becoming a business owner can be even more rewarding. While there are different paths to choose once you’ve learned to prepare taxes, many of our students look to go right into starting their own business. Starting a business can be daunting and costly, but it doesn’t […]
Must Go Faster
Sometimes going too slowly is a bad thing. For some reason, I keep getting bogged down in details this week. Normally I do all the reading, answer the questions, follow up on any problem areas and move on but lately, I think my increased tax knowledge has me asking all sorts of what-ifs. It seems […]
The Lost Weekend
I took Friday off this past week and took a trip to Madison, WI. I love Madison! It’s a fun city with great people and food and while I got to spend three days relaxing, that meant three days not doing tax homework. Despite this slight setback, I definitely came back fresh and ready to […]
Three Ways to Gain Credentials as a Tax Preparer
Remember the article a few months ago about how hairdressers are more regulated than tax preparers? That article got a lot of attention (and for good reason) because for the first time someone was calling out the fact that there’s no standardized test or license that has to be acquired in order to prepare taxes […]
How to Make Money Year-Round as a Tax Preparer
Unfortunately tax season isn’t year-round. While you can still bank on the fact that some people missed the deadline and will still need your help filing returns, filing for an extension or amending returns, this most likely won’t carry you through to next year. How do other tax professionals generate revenue? They diversify. Diversification means […]