Top 4 Client Retention Strategies for Your Tax Preparation Business
If you haven’t done it already, this is the perfect time of year to put… [Read More]
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Encourage Clients to File Their 2018 Tax Returns Early
It’s official, the 2019 tax season kicks off on Monday, January 28th. As you know,… [Read More]
December Tax News Recap: Shutdowns, Changes, and more Scams
Oh December! As the world winds down for the holidays, tax preparers gear up for tax season… [Read More]
End-of-Year Checklist: 5 Housekeeping Items for Your Tax Prep Business
With so much focus on the new tax law and getting ready for filing season,… [Read More]
3 Best Practices for Setting Up Your Own Virtual Tax Preparation Office
Whether you’re just getting started and don’t have a lot to invest in a traditional… [Read More]
Top Cryptocurrency Terms Every Tax Professional Should Know
While cryptocurrency is a little more complicated than the currency we’re used to using,… [Read More]
November Tax Talk Live Broadcast
Did you miss our November Tax Talk Live Broadcast on Facebook Live? Each month, Enrolled Agents Ty… [Read More]
November Tax News Recap: Tax Pros Have New Verification Option for IRS e-Services, Plus Higher Enrolled Agent Fees
As you probably would expect, tax news and updates are coming fast and furious… [Read More]
Top 7 Things Tax Preparers Can Be Thankful for This Year
I can’t help but notice that when I stop and appreciate all the things that… [Read More]
5 Ways to Get in On Small Business Saturday as a Tax Business
Small Business Saturday is right around the corner! While this special holiday is geared towards holiday shopping… [Read More]
It’s OK to Say No: How and When to Fire Problem Clients (Nicely)
Sometimes someone special walks through your door – someone so special that they make you… [Read More]
Are You a Leader or a Boss?
In case you missed it, October 15th was National Boss Day, a day for employees to… [Read More]