Tax season is a stressful time for taxpayers and their accountants. However, there are ways to make it less, well, taxing for everyone involved. Prepare your clients for Tax Day by sharing the following five tax return tips for making the entire…
Displaying: May 2023
7 ways to re-engage with tax clients
During the busy tax season, you likely spend significant time engaging with clients. You answer emails and text messages, take phone calls and schedule meetings, all in preparation for Tax Day. But what happens after your clients’ tax returns are filed? One…
How to price tax preparation services
If you’re starting your own tax and account business, one of the most important decisions you’ll have to make is how to price your services. Determining your prices can be tricky and frustrating as prices vary widely from region to region and…
6 study tips for tax professionals
If you plan on taking a professional certification exam or continuing education (CE) course, you’ll need to put in a lot of study hours. For tax professionals who have been out of school for a while, getting back into the study habit…