All posts by Chuck

Would You Take the Bait? Why Phishing Scams Should Concern You

  Who really falls for a phishing scam?  It’s probably a question you’ve asked yourself or said to a friend or colleague. People fall for phishing scams all the time, it’s why they continue to happen. Sure, there are a lot of “Nigerian Prince” emails that get sent. These are the most obvious and well known […]

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4 Reasons Why You Should Recruit and Train Tax Preparers in House

Is your tax business growing? Did you have tax preparers leave or retire after the season? Could you use some help next tax season? If you answered yes to any of these you’re probably looking to hire tax preparers next season. Before you put the word out that you’re hiring “experienced tax preparers” read this blog […]

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What to Tell Your Clients Who Are Late to the Filing Party

It’s late filing season and there are roughly 40 million taxpayers that have yet to file their taxes. Are some of your clients included in that number? Here are some things to communicate to clients regarding extensions. Automatic Extensions There are some taxpayers in special situations that qualify for automatic extensions. That’s right, they don’t even have […]

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7 Ways to Show Appreciation to Employees (and Clients) During Tax Season

  Clients and employees are both essential to your business. Your employees keep your business running and your clients keep you in business. Showing a little appreciation for them is of utmost importance. Employees who feel appreciated are happier. And happy employees can have a huge effect on your company culture and your bottom line. […]

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