Managing Clients and Client Expectations During a Busy Tax Season
Having one procrastinating client is bad enough. More likely, you have at least a dozen really bad… [Read More]
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Top Tax Scams this Tax Season
The IRS just completed its compilation of this year’s “Dirty Dozen Tax Scams” – a list… [Read More]
Are Online Reviews Hurting Your Business?
How many stars does your company business page have on Facebook? How about your local BBB page?… [Read More]
5 Ways to Keep Your Employees Motivated Through the Busy Tax Season
If one of the reasons you decided to open (or are thinking about opening) your own tax… [Read More]
Tax Season Communications Throughout the Season
When it comes to marketing your tax business, the same messaging all year long is not going… [Read More]
Are You Leveraging LinkedIn As a Tax Pro?
LinkedIn is a powerful social networking channel designed for business professionals to share knowledge, connect, and build… [Read More]
Have Some Heart with Cause- Related Marketing
It’s Heart Month and Valentine’s Day so I thought I’d use this opportunity to talk about giving… [Read More]
January Tax News Recap: Tax Law Changes Here We Come!
If you thought there wouldn’t be much in the way of tax news in January during the… [Read More]
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]
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]