I recently received the Advanced II Tax Course and have jumped right into it. This time I would really like to complete two chapters or more per week which means that I should be done and moving on to the small business…
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Communicating with Clients After Tax Season
Anyone in the industry knows that while most of the pressure is off after April 15th, the tax season is not really over. There are still extensions, amended returns, and clients who just plain missed the April 15th deadline. While you may…
Goals for the Next Course
I think it’s safe to start figuring out what I would like to do in the next course, Advanced II Tax Course, and I think that my primary goal for the next course is to stick to two chapters a week. With…
Last Final Tomorrow
I have my last final to turn in tomorrow and I will be done with the Advanced I Tax Course. I have learned quite a bit in this course and am looking forward to the next one. The end/beginning of the year…
Addressing Tax Service Problems
As a business owner for more than 30 years, I am a very proactive person. Unexpected problems, expenses and so forth will always happen but will be much easier to deal with if you have procedures in place. A thorough policies and…
Overall Review: Advanced Level 1
Now that I have completed all of the chapters for the Advanced Level I Tax Course, I feel like I can really share my overall opinion on the course as a whole. While I did not have any major problems with this…
Prompt Replies to a Couple of Issues
As I completed Chapters 9 and 10 I ran into a couple of issues that slowed me down a bit. Chapter 9 had an example problem that was done differently than in the test solutions. A quick e-mail out to an instructor…
Why Your Business Needs Guiding Principles
A huge part of starting a business – no matter what industry – is creating a mission statement that will guide all aspects of how you will conduct business. Your mission statement should be succinct, simple and easy to understand. Your…
Finals
I am currently wrapping up the Final for part 1 and am ready to get through the rest of the course. I should have some extra time this week and am hoping to be done with the course by the middle of…
Why Saying ‘No Problem’ is a Problem
We’ve been covering customer service and the customer experience the last couple of months because it’s tax season and operating a tax business has a lot more to do with customer service and relationship building than most people would think. Sure, you’ve…
Learning Activity Study Tip
Now that the questions have gotten a bit more complicated, I’ve started using a new method to get everything organized in my head. Before I start filling out forms and schedules, I will now go through the learning activity question and try…
So Many Forms!
One thing that has definitely changed from the Comprehensive Tax Course to the Advanced Level I Tax Course is the number of forms and schedules involved. Sometimes I actually feel a bit overwhelmed. I’ll usually read the learning activity and will have…