Passing the EA Exam is a significant accomplishment. Becoming an Enrolled Agent puts you in an elite group of tax preparers. You hold the most significant credential in the tax industry and have the authorization to do more on behalf of clients than…
Displaying: Operating Your Tax Business
2017 Tax Season Issues to Communicate with Clients
Does this tax season seem a bit crazier than most? Between a new White House Administration (and the changes that come when the party in power changes) and increased security from the IRS, things seem to be a bit askew. While it’s always…
What to know for the 2017 Tax Season
The 2017 tax season is underway! There are many things that will affect our industry up in the air since the new administration took office three days before the start of the season. There are a lot of proposed changes by President…
Build Better Client Relationships This Tax Season
Today is Get To Know Your Customers Day and tax season is next week. We thought today’s blog post would be a great time to talk about the importance of knowing your customers since you’re about to see all of them within the next…
Protect Yourself and Clients from Cybercrime this Tax Season
Cybersecurity and Cybercrime are two terms you’re going to hear a lot in 2017. That’s because Cybercrime continues to be a growing threat to consumers and businesses. According to Verizon’s 2016 Data Breach Investigations Report, “No locale, no industry or organization is bulletproof…
Get Social in 2017: A Social Media Checklist for Tax Preparers
The 2017 tax year is right around the corner. If you haven’t jumped on the social media train, you’re likely losing out to exposure and leads. Social media isn’t a magic bullet but it can have a huge impact on growth, reach,…
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…
Essential Tax Office Training Check List
As the end of the year creeps up on us and the holiday parties pile up, it’s necessary to remain focused on preparing yourself, your tax office, and your employees for the upcoming tax season. If you’ve hired new tax preparers, training…
Get More Done During Tax Season with Technology
Staying on the cutting edge is important. It lets your clients know you’re paying attention to current trends and it helps you get more done! In preparation for tax season, we’ve rounded up these great technology tools that may help you stay…
17 Crucial Metrics Every Tax Office Should Be Tracking
Are you going through the motions every tax season? If you’re not tracking the right metrics and making improvements to grow your business each year then yes, you are just going through the motions. Looking at your bottom line is important, but…
5 Essentials to Developing a Client Newsletter
Email newsletters are a great way to keep in touch with clients year-round. They add a personal touch, keep clients in the loop, and are sharable. We’ve discussed their importance before, but have yet to go into developing a solid newsletter. We…
Are you Your Client’s Best Advocate?
Tax preparers have a very important role in the lives of their client’s: the role of trusted advisor in matters of tax. Tax preparers are trusted with information that is very personal to their client’s: their finances. This trust is not something…