How to Gain & Nurture Tax Preparation Leads for Your Business
Gaining and nurturing leads is an important factor when growing your tax business. Here’s how you can develop a lead generation… Read more
How to Let Go of a Tax Client & Protect Your Business
Client retention is key for running a thriving tax practice. However, not all clients contribute positively to your business.… Read more
How to Communicate Large Tax Bills to Your Clients
Delivering bad news to your tax clients is never an enjoyable task. One of the most challenging aspects of professional… Read more
Getting Third-Party Authorization to Represent Clients to the IRS
The IRS encourages all taxpayers to know their representation rights and the different types of authorization for third-party… Read more
7 Tips for Improving Your Tax Preparer Skills & Client Retention
In a service-based industry like tax preparation, your client service skills can be the difference between one-time clients… Read more
Client Referral Marketing Strategies for Tax Preparers
If you aren’t asking your clients to refer your tax preparation business to others, you’re missing out on a host of potential… Read more