Tax
Do you Aspire to a Higher Degree of Professionalism?
The AFSP was designed by the IRS just for that purpose. Enrolled Agents and CPA’s have their respective qualifications but previously there was no way to recognize the largest group – the tax preparers. Tax preparers handle a tremendous amount of the countries tax returns and like their CPA and EA counterparts...
The Tax Cuts and Jobs Act
Because the Tax Cuts & Jobs Act made so many sweeping reforms to the way individual and business income taxes are calculated, it’s crucial for tax preparers to be up to speed on the many changes this law brought. From the end of itemized deductions (in all but the rarest of cases) to an extra tax break for S...
4 Effectively Easy Ways To Build Your Tax Business
4 Effectively Easy Ways To Build Your Tax Business The New Year is upon us. Tax professionals everywhere are feeling the pressure of the ever changing tax code and the tax season ahead. If you're interested in developing and growing your tax business, then here are four easy, power-packed strategies to...
Client Retention and You: Firing (Part 2)
When You Must Fire a Client Not all clients are equal. There are some you may not want to come back. Independent practitioners have this concern due to lacking both time and the bodies to take care of every single person who comes in. There comes a point when some clients are so difficult to work with that...
Client Retention and You: Hiring (Part 1)
Clients Make a Business Let’s face it: without clients, we don’t have a business. This is true whether you work on the “retail” face of the tax industry in preparing tax returns and offering advisory services to the general public in some capacity, or you work in the “wholesale”...