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Peoples Income Tax Course Launched Online; and Approved for California Tax Preparers

November 25, 2002 Richmond-based Peoples Income Tax, Inc., announced the debut this month of an online version of its Comprehensive Income Tax Course, and approval by the California Tax Education Council (CTEC), according to Charles E. McCabe, President & CEO. Peoples was approved last month as a CTEC Provider authorized to offer Qualifying and Continuing […]

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Recruiting Tax School Students…10 Low-cost Solutions

In this economy, given high unemployment, the best prospective source of tax school students is unemployed workers. Many unemployed people would be interested in learning to become tax preparers if they were aware of this opportunity. How can you make unemployed people aware of your opportunity? Newspaper Help Wanted Ads. You can place classified ads […]

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Targeted Advertising: How to Reach Potential Clients Through Direct Mail

By: Charles E. McCabe, President & CEO Peoples Income Tax, Inc. Mass media advertising is effective in creating awareness, name recognition, and differentiating your firm from the competition. However, it is difficult to effectively sell with mass marketing because tax preparation service is not a commodity. The pool of taxpayers is made up of people […]

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Tax Office Site Selection

Growing a tax office can necessitate a move. Your site selection is a critical decision process that can make the difference between success and failure. The target community must include enough taxpayers to provide the number of clients you need at a market share that you can reasonably attain in order to realize the required […]

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How to Develop a Strategic Business Plan

EXECUTIVE SUMMARY What Are The Issues? Why A Strategic Plan? Writing Your Strategic Plan THE COMPANY Company Mission History & Personnel SITUATIONAL ANALYSIS Tax Firm SWOT Analysis MARKET RESEARCH MARKETING GOALS SERVICE (PRODUCT) DEVELOPMENT Trade Names Services & Products Delivery Systems and Capacity Pricing Suppliers of Critical Elements MARKETING PLAN Marketing Strategies & Tactics Client […]

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Building Year-Round Profit

Problems Facing Tax Practitioners: Extreme seasonality has always been a challenge for tax practitioners. With over 90% of annual tax preparation revenue being realized in about 80 days, tax firms are in the same situation as many seasonal vacation resorts, and far worse off than most retailers. Problems posed by extreme seasonality include: severe cash […]

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14 Steps to Motivate and Retain Employees

A Guide for Small Businesses with Limited Resources Employee retention is essential to maintain customer relationships and minimize recruiting and training costs. The keys to employee satisfaction and retention are founded on strong leadership and sound management practices. By mastering these arts, you should have happy, loyal employees and customers, resulting in growth, profits and […]

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13 Tips to Retain Your Clients and Grow Your Tax Business

Pay attention to your existing clients. It is five to 10 times more expensive to attract new customers than it is to retain your existing customers. Plus, word of mouth is the best form of advertising! Stay in touch with your clients on a regular basis. They need to be reminded that you are there […]

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