A promising new client is knocking at your door, but you lack the capacity to take on the new business. You’re spending too much time and energy on managing the business to pay enough attention to existing clients, let alone prospective clients.…
Displaying: Operating Your Tax Business
Tax preparation software for independent tax business owners
Every busy tax professional needs tax software. Using tax software saves time, minimizes errors and simplifies organization. It’s the modern way to do business, and fortunately, tax preparers have many choices in high-quality software products. They can be found through an online…
How to price tax preparation services
If you’re starting your own tax and account business, one of the most important decisions you’ll have to make is how to price your services. Determining your prices can be tricky and frustrating as prices vary widely from region to region and…
Training tips for beginner tax preparers
Congratulations! You launched your tax preparation business. Tax prep offers high return for minimal start-up costs, and of course, tax preparation will always be in demand. Most importantly, you enjoy helping people and have the confidence to guide them through the taxpaying…
Checklist for preparers to start tax season
Tax season is here, which means it’s time to make sure everything is in order as you prepare for the busiest season of the year. While there’s no way to completely remove the stress and pressure from this challenging time, being as…
8 steps to simplify end-of-year financial reporting
Just when you start looking toward the new year, here it comes — the need to close the books on the old year. Coinciding with regular monthly and quarterly closes, it makes for a workload that nearly rivals tax season. Still, the…
Are you prepared for this coming tax season?
As a tax business owner or tax preparer, there’s a lot you need to do to get ready for the new tax season. Perhaps the most important decision will be figuring out how and where you plan to work next year to…
Tips for conducting an effective tax client interview
A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re…
How to price your tax preparation services
Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax…
Marketing strategies to prepare your business for tax season
When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
Best practices for answering the phone at your tax business
When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your…
5 Easy Ways to Establish Clientele as a New Preparer
“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting…