All posts by Chuck

Should You Give Away Free Services and Information This Tax Season?

  Your time, talent, and knowledge are valuable commodities. This is why many professionals hesitate to give anything that involves those things away for free. But free does not equal loss. In some cases it can actually benefit or help grow your tax practice. Between our sister tax firm, Peoples Tax, and The Income Tax […]

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Be Nice.

The nice bot wants to make the internet a better place. And we love it! It tweeted Peoples Tax a few months ago and the message has stuck with us.   With all of the negativity in the world – especially on social media – the Nice Bot is a breath of fresh air. Being nice is […]

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Doing Your Due Diligence

The IRS takes due-diligence requirements very seriously. In fact, in order to prepare for the upcoming season this year, they sent letters to paid tax preparers whom they suspected were noncompliant in meeting their Earned Income Tax Credit (EITC) due-diligence requirements. According to The Journal of Accountancy, the IRS estimates that between 22% and 26% […]

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Important Items to Secure Before Tax Season

Are you ready for the upcoming season? If you haven’t renewed your PTIN then the answer is no. Anyone who prepares or helps prepare federal tax returns for compensation must have a valid Preparer Tax Identification Number (PTIN) from the IRS. The PTIN is an identifying number for a specific tax preparer on returns prepared. […]

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5 Ways to Increase Conversions on Your Website

Your website is a major marketing tool that, if set-up properly can produce calls, walk-ins, appointments, newsletter sign-ups, or really anything your business needs. Setting up a website is one thing. Getting it to convert visitors into clients or newsletter subscribers is something else. So what, specifically, is a website conversion? A conversion rate equals the […]

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