You Have to Give to Get: Better Networking Techniques That Really Work

What’s your networking style? Do you dread going to networking events and hang out by the food, hoping for the best? Do you like to get into the thick of it and count the business cards you’ve collected as a measure of your success? Well, when it comes to networking, I have found you have […]

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Plan Now to Make Tax Season Easier for You and Your Clients

Right now, you have a small window of time between when summer ends and before the holidays begin to grab the attention of your clients and get yourself prepared for what will undoubtedly be a wild tax season. This upcoming tax season will mark the first year since Congress’s sweeping tax reforms were signed into […]

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Are You Building a Brand for Your Tax Preparation Business?

How polished is your brand? Do you have a sense of your brand identity? It seems like something only big companies with fun services and products have. But that’s not true. Every company needs a brand identity – it’s how your audience perceives your business. Your brand identity is essentially the “face” of your company.  […]

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Do You Have What it Takes to Own Your Own Tax Business?

Have you been dreaming of flexibility? Of being your own boss… Setting your own hours… and owning your own business? It’s true, business ownership is not for everyone. But it’s also not as out of reach as you may think. Everyone is in charge of their own destiny. There are business owners (like me) who […]

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Tax Talk: July Tax News Roundup

Are you helping your clients stay informed of the latest tax happenings? Newsworthy tax stories occur year-round, and the off-season is no exception. If you’re feeling out of the loop, we’ve got good news! We rounded up the biggest tax stories from the last month to help tax pros stay current and keep clients in-the-know. […]

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Want to Pass the Enrolled Agents Exam? We’ve Got What You Need

If you’re like so many tax professionals out there, you’ve been doing taxes for a while and feel like you really know your stuff. However, you haven’t yet obtained the ultimate tax professional credential: Enrolled Agent status. Yeah, it’s a really big exam. But did you know that you don’t have to take it all […]

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