I have been doing individual tax courses for a while so I am definitely ready for a change of pace. I can’t help but keep thinking about the business side of the tax world. I’m already somewhat familiar with that topic but as with the individual courses, I am looking forward to learning some new […]
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Post-Tax Season To-Dos
Now that clients aren’t coming through the door at a constant pace, it’s time to wrap up tax season with a nice big bow. While people will still need their taxes prepared, returns amended, and payment extensions filed the busiest part is over. For the most part, tax season is over, however, as a […]
Is Music Helpful or Distracting While Doing Homework?
I love music and listen to it whenever I can. Whenever I’m cleaning the house or hanging out at home by myself, I always get the music going. When I know that I’ll be doing a tough workout, the thing that gets me through it and that I look forward to most is always my […]
Looking Forward to a Productive Week
Last week was extremely busy for me but I am hoping to have a somewhat less exciting week this week. Mother’s day is on Sunday but the rest of my week is looking pretty clear. I am hoping to finish another 2-3 chapters and start getting my online progress caught up with my offline progress. […]
Such Lovely, Distracting Weather
It is 65 degrees and sunny outside right now while I am sitting here working on this post and I can’t help but think about how nice it would be to get outside and enjoy the weather. As the weather has started to warm up, focusing on my homework has gotten harder. As with all […]
Educating Clients on the Affordable Care Act
We’ve passed the deadline for individuals and families to obtain health care coverage without being penalized. Our last blog covered communicating with clients after tax season, but didn’t cover one new and important piece of information that should be communicated: the penalties of not being covered. As tax preparers, we are not enforcers of the […]
A Few Issues
I’ve completed Chapter 1 and am hoping to get Chapter 2 done today in the Advanced II Tax Course. So far I feel that this new course has done a good job of thoroughly covering complex topics. I ran into several minor problems in the layout and in some of the questions in the Learning […]
Why Customer Surveys are Important
It’s time to reflect on tax season. How did you do? What were your sales? Did you increase or decrease over last year? You know the drill. You can determine your success or lack there of by looking at sales, number of new clients, number of referrals, or marketing metrics but how do you judge […]
Back to Work
I recently received the Advanced II Tax Course and have jumped right into it. This time I would really like to complete two chapters or more per week which means that I should be done and moving on to the small business courses in about 5 weeks. I have just two courses left after my […]