“No man is an island; entire of himself…” This famous line written in 1624 by English poet John Donne is still sage advice for anyone, especially an entrepreneur. If you’re satisfied being an independent contractor compensated directly in proportion to your services…
Displaying: Operating Your Tax Business
Inexpensive Ways to Show Employee Appreciation
The workforce has shifted to accommodate for quarantine, social distancing, and so much more over the past few months. For many business employees, this may have meant taking unconventional hours, purchasing new tech to modify the way they work, and working amongst…
The Benefits of Role-Playing for Tax Preparers
We all know the saying “practice makes progress.” If you want to do anything well, you have to practice to get better at it. Any speech or performance requires at least a little practice, so why not practice how you perform a…
10 Tips for Leading Through A Crisis
Times are uncertain and many things have been left up in the air. For many employees, managers and business owners this uncertainty only enhances fear and stress. In times like these, as a small business owner, I have relied on these ten…
Resources for Running Your Tax Business Remotely
The COVID-19 crisis has forced businesses to adapt to doing business virtually while managing a remote workforce. Although these circumstances are not ideal, tax season must go on! Here are a few technology tools to help make remote teamwork and management that…
Social Selling in A Changing World
Communication channels are changing and digital interactions on various platforms are becoming more and more popular. For many consumers, their first interactions are no longer face-to-face. They prefer to research the products they’re interested in through social networks, making it a vital…
Tax Preparation Software for Independent Tax Business Owners
Updated August 31, 2021 There are a number of high-quality tax preparation software products for tax professionals from which you can choose. Your tax software vendor or service bureau (a tax service reseller) can also be a great resource to help you…
Encourage Clients to File Now
The filing deadline may be extended, but as you know, that’s no reason to wait. There are significant advantages to filing your taxes as soon as possible that should be communicated to clients. Are you reaching out to schedule virtual appointments and…
Delivering Excellent Customer Service During Trying Times
Let’s be honest. This headline could apply to the current COVID situation or to a regular run of the mill tax season. Between it being tax season, the current pandemic spreading by the day, and the fact that people are still having…
Advantages of Having a Virtual Tax Preparation Office
The way we work is changing drastically. The recent crisis has expedited that change, forcing everyone to figure out how to transition from a physical work environment to a virtual one. Tax preparation is no different. If you’re thinking of starting your…
Responding to the COVID-19 Crisis
We’re facing uncertain times right now as the Corona Virus spreads. Events are cancelled, businesses are closing, and travel has definitely slowed. It’s still tax season, however and millions of Americans still need to file. As we think about how to move…
10 Social Media Content Ideas for Tax Preparers
You may be a pro at filling out forms and filing taxes for even the most complicated returns. But actually doing the work is only one part of being a tax business owner. You’ve also got to figure out how to get…