EXECUTIVE SUMMARY What Are The Issues? Why A Strategic Plan? Writing Your Strategic Plan THE COMPANY Company Mission History & Personnel SITUATIONAL ANALYSIS Tax Firm SWOT Analysis MARKET RESEARCH MARKETING GOALS SERVICE (PRODUCT) DEVELOPMENT Trade Names Services & Products Delivery Systems and…
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Building Year-Round Profit
Problems Facing Tax Practitioners: Extreme seasonality has always been a challenge for tax practitioners. With over 90% of annual tax preparation revenue being realized in about 80 days, tax firms are in the same situation as many seasonal vacation resorts, and far…
14 Steps to Motivate and Retain Employees
A Guide for Small Businesses with Limited Resources Employee retention is essential to maintain customer relationships and minimize recruiting and training costs. The keys to employee satisfaction and retention are founded on strong leadership and sound management practices. By mastering these arts,…
13 Tips to Retain Your Clients and Grow Your Tax Business
Pay attention to your existing clients. It is five to 10 times more expensive to attract new customers than it is to retain your existing customers. Plus, word of mouth is the best form of advertising! Stay in touch with your clients…
New State Sales Tax Calculator Debuts
New State Sales Tax Calculator Debuts on IRS.gov IR-2007–19, Jan. 29, 2007 WASHINGTON — The Internal Revenue Service is providing a new online tool to help individual taxpayers determine whether they might benefit by electing to deduct their state and local general…
Career Options for Displaced Bank and Financial Professionals
Tax Preparation: A New Career Option for Displaced Bank & Financial Professionals? By Charles E. McCabe, CEO, Peoples Income Tax, Inc. A new career in income tax preparation could be a safety net for some of the thousands of bank and financial…
Chuck McCabe Comments on Tax Preparer Performance Standards
IRS Public Forum on Tax Preparer Standards Ronald Reagan Building, Washington, DC 9:00 a.m. July 30, 2009 Input by Charles E. McCabe Chairman, National Alliance of Tax Business Owners President & CEO, Peoples Income Tax, Inc. and The Income Tax School I…
NSA Tax Preparer Regulation Update
TAX PREPARER REGULATION – WHERE ARE WE? Why Regulate Preparers? Requiring Preparer Tax Identification Numbers To Test or Not to Test? Continuing Education Requirements Who Would Regulate Preparers? When Would Any Changes Go Into Effect? Why Regulate Preparers? The introduction of tax…