All posts by Chuck

5 Reasons Tax Preparation is a Great Career After the Military

Transitioning to civilian life after the military can be extremely difficult. As a service member, you’re used to demanding tasks, a rigid schedule, and a process and procedure for everything you do. As a civilian, that’s not the case. In civilian life, you’re on your own, forced to blend in, find a job, and adjust […]

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IRS Penalty Waiver Expanded

The IRS announced they are expanding penalty relief to taxpayers whose 2018 federal income tax withholding and estimated tax payments fell short of their total tax liability for the year. The IRS is also lowering to 80 percent the threshold required to qualify for this relief. Under the relief originally announced Jan. 16th, the threshold […]

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Managing Clients and Client Expectations During a Busy Tax Season

Having one procrastinating client is bad enough. More likely, you have at least a dozen really bad procrastinators. But when 80% or more of your clients turn in their shoe boxes of receipts to you on April 1 – or later – you’re going to have problems. Because procrastinating clients can actually cost you money. […]

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5 Ways to Keep Your Employees Motivated Through the Busy Tax Season

If one of the reasons you decided to open (or are thinking about opening) your own tax preparation business is because you’ve had miserable experiences working for others, ask yourself this very important question: What are you doing not to repeat those same mistakes with your employees?  Especially during tax season. What are the top […]

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Have Some Heart with Cause- Related Marketing

It’s Heart Month and Valentine’s Day so I thought I’d use this opportunity to talk about giving back through cause-related marketing. During tax season, our sister company Peoples Tax hosts a backpack drive for a local charity called Connor’s Heroes. Connor’s Heroes is a non-profit that gives support and companionship to children in cancer treatment […]

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