They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for…
They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for…
If you’re the person who’s always helping family and friends prepare their taxes, it might be time to start your own business. After all, tax preparation is in demand every year, and you’ve found that you have a facility for finding solutions…
When tax preparers sign up for the job, they know all about the annual tax-time crunch. Many see it like Black Friday, when four months of long, exhausting days generate much of the year’s income. Isn’t it time to put the other eight…
You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your…
Just when you start looking toward the new year, here it comes — the need to close the books on the old year. Coinciding with regular monthly and quarterly closes, it makes for a workload that nearly rivals tax season. Still, the…
As a tax business owner or tax preparer, there’s a lot you need to do to get ready for the new tax season. Perhaps the most important decision will be figuring out how and where you plan to work next year to…
A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re…
Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax…
When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you…
Congressional passage of the Inflation Reduction Act took everyone by surprise, and tax professionals all over the U.S. are fielding calls from clients and employers anxious to know what it means for them. After all, the bill’s passage marked a dramatic reversal…