New Generation, New Strategies: 8 Ways to Attract First-Time Tax Clients
Generation Z is quickly becoming the newest generation of taxpayers, and if you want to attract them to your tax office,… Read more
Grow Your Tax Business
How to Provide Tax Advisory Services to Your Tax Clients Year-Round
If you’re looking for ways to expand your services and increase revenue, tax advisory is a profitable, common sense option–one… Read more
8 Things You Should Consider When Choosing a New Tax Preparation Software
Your tax preparation software may be the single most important tool you have for your tax preparation business. Switching… Read more
CPA vs Tax Professional vs Enrolled Agent: What’s the Difference?
There are many paths to becoming a tax professional, and some of the most common questions from those new to the industry… Read more
5 Tips for Assisting Unhappy Tax Clients
No tax preparer wants their clients to be unhappy, but frustrations are sometimes unavoidable. Knowing how to deal with… Read more
How to Ask Current Tax Clients for Referrals
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