Now that the questions have gotten a bit more complicated, I’ve started using a new method to get everything organized in my head. Before I start filling out forms and schedules, I will now go through the learning activity question and try to mark where each item listed goes. Usually the problem will list a […]
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So Many Forms!
One thing that has definitely changed from the Comprehensive Tax Course to the Advanced Level I Tax Course is the number of forms and schedules involved. Sometimes I actually feel a bit overwhelmed. I’ll usually read the learning activity and will have a pretty good idea of what forms I need and will get them […]
7 Ways to Create Word of Mouth Business
Generating word-of-mouth business is important, but it’s certainly not easy. Your tax firm may have the best tax professionals, the best customer service and the best deals in town, but that doesn’t automatically mean that you will generate word-of-mouth about it. As a tax firm, it’s obvious that the best source of referrals is satisfied […]
Moving Along
I am currently working on chapters 6 and 7 and plan to get those done this week. I have not run into any other issues or complaints so far in the course and have been generally happy with the way the course is designed. As discussed in a previous post on Advanced Level I test […]
Why Your Tax Firm Should Have a Blog
We know what you’re thinking. “We’re tax preparers not writers.” Think again. What you are, is an expert in an area that most people aren’t: taxes. All of the national tax firms are blogging. If you want to compete with them, blogging is a must. Here are just some of the benefits to blogging. Blogging […]
Progress Update
I am currently on week 6 of the exercise program I started and have been really trying to find time for everything. I’ve been going to bed earlier as well which cuts into my available time even more. I do feel more energetic during my waking hours now though which is an improvement. This new-found […]
Tips for Maintaining a Professional Office Image
First impressions are lasting ones. For a tax business, first impressions happen when a potential client calls or when they walk through the door. Think about your office. What does a person walking through the door see when they arrive? Do they see a clean, professional looking environment or a mess of paperwork? What experience […]
Advanced Level I Test Solutions
I have been getting my assignments entered and graded and have come across something that I think could be slightly improved. After you get a passing grade on both the review questions and the learning activity you are given access to a PDF copy of the solutions. Unfortunately, while the solutions contain the completed forms […]
Why You Should Offer Clients a Guarantee
Being audited, being fined, filing incorrectly, committing fraud, being contacted by the IRS or state department about a tax return… these are all things business owners and taxpayers worry about come tax time. These are also the reasons they turn to a tax professional to prepare their taxes for them with the hopes that they […]