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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Encourage Clients to File Their 2018 Tax Returns Early

  It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know, the government shutdown is not going to delay the start of the tax season or the processing of refunds. Unfortunately, your clients don’t know that. The shutdown is likely giving them a false sense of security that they now […]

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End-of-Year Checklist: 5 Housekeeping Items for Your Tax Prep Business

With so much focus on the new tax law and getting ready for filing season, have you remembered to double check these mundane-yet-utterly-important items for your tax preparation business? Here’s a quick rundown of what should be on your end-of-year checklist: 5 housekeeping items for your tax prep business. Business Insurance  How long has it […]

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3 Best Practices for Setting Up Your Own Virtual Tax Preparation Office

Whether you’re just getting started and don’t have a lot to invest in a traditional brick-and-mortar office set-up or you’re a seasoned veteran making money hand over fist, setting up your own virtual tax office could be a strong choice for you and your tax preparation business. Having a virtual tax office will make it […]

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It’s OK to Say No: How and When to Fire Problem Clients (Nicely)

Sometimes someone special walks through your door – someone so special that they make you want to scream in frustration. I’m talking about the problem client – also called the toxic client. We’re talking about that person who does nothing but cause you problems and agony. The ones who make you question why you went […]

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3 New Tax Reform Changes Most Likely to Impact Your Clients’ Business

Of the 100+ provisions in the Tax Cuts and Jobs Act (TCJA, or the Act) that take effect this year, there are specifically 3 new tax reform changes most likely to impact your small business clients. As a certified tax preparer, you’re probably already familiarizing yourself with many provisions in the TCJA. However, have you […]

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Plan Now to Make Tax Season Easier for You and Your Clients

Right now, you have a small window of time between when summer ends and before the holidays begin to grab the attention of your clients and get yourself prepared for what will undoubtedly be a wild tax season. This upcoming tax season will mark the first year since Congress’s sweeping tax reforms were signed into […]

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Do You Have What it Takes to Own Your Own Tax Business?

Have you been dreaming of flexibility? Of being your own boss… Setting your own hours… and owning your own business? It’s true, business ownership is not for everyone. But it’s also not as out of reach as you may think. Everyone is in charge of their own destiny. There are business owners (like me) who […]

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