Your employees are the heart and soul of your business. They keep your clients happy and they keep operations running. It’s important to make sure that you take care of them. Not only do happy employees make for happy clients, it’s expensive…
Displaying: Operating Your Tax Business
New Guidelines on Passwords
You know all that advice about making hard passwords? They must include at least one number and special character. You know how we’re told to change the password frequently and to never use the same one for different things? Well, there are…
Online Directories: A Great Way to Boost Your SEO
When you type in “tax preparer in [enter your city]”, does your firm come up? Is it at the top of search results? There are a lot of things that factor into being on the first page of Google. Are you employing…
Becoming a Tax Business Owner is Easier than You Might Imagine!
Set your own schedule. Make your own rules. Answer only to your clients. Who doesn’t want to be their own boss, right? If you’re getting into, interested in, or are already working in the tax industry, you may be surprised at what…
6 Reasons to Operate Your Own Tax School in the Off-Season
Are you making the most of the off season? Trying to think of ways that you can? Beyond offering additional services, you could also run your own tax school. We’ve found it to be a great business model. In fact, it’s how…
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…
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…
Evaluating Tax Season
You made it! Tax season is over! While clients may not be piling through the door to have their tax returns filed, there’s still work to be done. Evaluating your season and planning for next season is an important task to tackle…
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…
Are You Conducting Thorough Tax Interviews?
I was recently interviewed by CBS 6 News about finding the right tax preparer. The story began with a woman who received a refund anticipation loan after being told she would be getting a refund. Turns out she actually owed taxes, and…
7 Ways to Show Appreciation to Employees (and Clients) During Tax Season
Clients and employees are 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…
Are You Covered in the Event of a Data Breach?
If you were to ask an insurance agent whether or not your business needed data breach insurance, they would ask if your company collects any of the following types of information. Social Security Numbers Banking/Financial Information Credit Cards/Debit Cards/Other Payment Cards Health…