Fraud is a constant struggle in the tax world. We’ve seen natural disaster related fraud, identity theft, tax fraud, tax preparer fraud. Now we have one more to be vigilant about: COVID-19 scams. The IRS recently sent out a notice warning the…
Displaying: Recent Posts
The Benefits of Role-Playing for Tax Preparers
We all know the saying “practice makes progress.” If you want to do anything well, you have to practice to get better at it. Any speech or performance requires at least a little practice, so why not practice how you perform a…
10 Tips for Leading Through A Crisis
Times are uncertain and many things have been left up in the air. For many employees, managers and business owners this uncertainty only enhances fear and stress. In times like these, as a small business owner, I have relied on these ten…
How To Celebrate Small Businesses: Quarantine Style
Small Business Week may have been postponed by SBA, but it doesn’t mean we can’t take it upon ourselves to get in the spirit of supporting small businesses! Due to the COVID-19 virus, many small businesses across the country are struggling. Stay-at-home…
Resources for Running Your Tax Business Remotely
The COVID-19 crisis has forced businesses to adapt to doing business virtually while managing a remote workforce. Although these circumstances are not ideal, tax season must go on! Here are a few technology tools to help make remote teamwork and management that…
5 Reasons Why Tax Prep is a Fantastic Thing to Learn Right Now
1- Adding to your resume is always a good idea Learning something new is a good thing, even if it’s just expanding on something you already know a little – or a lot – about. Not only does it keep your mind…
Social Selling in A Changing World
Communication channels are changing and digital interactions on various platforms are becoming more and more popular. For many consumers, their first interactions are no longer face-to-face. They prefer to research the products they’re interested in through social networks, making it a vital…
Use Your Quarantine Time to Upskill
There are a lot of uncertainties right now for people with jobs, people without jobs, and those trying to run a business. There’s no telling how long we will be in quarantine and when we are free to go back to the…
Tax Preparation Software for Independent Tax Business Owners
Updated August 31, 2021 There are a number of high-quality tax preparation software products for tax professionals from which you can choose. Your tax software vendor or service bureau (a tax service reseller) can also be a great resource to help you…
Encourage Clients to File Now
The filing deadline may be extended, but as you know, that’s no reason to wait. There are significant advantages to filing your taxes as soon as possible that should be communicated to clients. Are you reaching out to schedule virtual appointments and…
Delivering Excellent Customer Service During Trying Times
Let’s be honest. This headline could apply to the current COVID situation or to a regular run of the mill tax season. Between it being tax season, the current pandemic spreading by the day, and the fact that people are still having…
Advantages of Having a Virtual Tax Preparation Office
The way we work is changing drastically. The recent crisis has expedited that change, forcing everyone to figure out how to transition from a physical work environment to a virtual one. Tax preparation is no different. If you’re thinking of starting your…