If you are hiring and training new staff for the upcoming tax season, there are several things you should incorporate into training to ensure you and your staff are well prepared for the new tax season. Training Tax Preparers If you are currently training new staff how to prepare taxes, good for you. Finding good […]
Displaying: Income Tax School
Keeping the Momentum
After finishing the Comprehensive Course, it was really tempting to take a nice long break but after only a couple of weeks I decided to get back into it. Some of it is because I would like to cover as much as possible before tax season, but it’s also because it’s so much easier to […]
4 Game-changer Internet Marketing Lessons I Learned
When I founded Peoples Income Tax in 1987 the Internet was in its infancy and was certainly not an option to market our tax business. However, as the Internet grew rapidly, we decided to create our first website, www.peoplestax.com, which we launched in 1996. The website was essentially an electronic brochure that really didn’t […]
I’m back!
I recently received the hard copies of the Advanced I course and have already completed most of the reading and activities for Chapter 1 and 2. Advanced I goes back to some of the topics discussed in the Comprehensive Course but in more depth and also hits on some entirely new topics. I feel that […]
Financing Operations Until Tax Season Starts
It should be no surprise by now that the 2014 tax season will be delayed by up to two weeks. For tax preparers, this means that you will be losing out on two week’s worth of revenue until the tax season starts. As a tax business owner, where will you get the money to finance […]
Social Media Tips for Tax Preparers
If you’re in the tax industry, you know that being knowledgeable about the tax code is not the only important credential you need to do your job. You also have to be good at building relationships, customer service, and networking to gain new clients. For a lot of preparers, social media doesn’t seem like an […]
Comprehensive Course Completed
I finished the comprehensive course and based on my first post it took me about 14 weeks. As is the case for all of us, sometimes life got in the way, but overall I feel like I kept a decent pace and most weeks was able to finish 2 chapters. When life wasn’t in the […]
7 Ways to Gain Visibility Over the Holiday Season
It’s officially the holiday season. While most people are planning parties, vacations, and focused on getting their holiday shopping done, tax professionals are preparing for tax season. Just because people seem to be focused on the holidays doesn’t mean all is lost for marketing your tax services. There are some great guerilla marketing techniques […]
How to Get Your Tax Business Off the Ground Before Tax Season
If you’re thinking about getting your tax business off the ground before tax season, you may have time to make it just under the wire. With a good base of tax knowledge and some great resources to help you, you can be up and running your own tax business in no time. We get a […]