Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
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Micro-Captive Transactions Taken off Annual List of Tax Season Scams
If it wasn’t bad enough already that a deadly virus is sweeping the globe, turns out criminals and ne’erdowells alike are still trying to steal
Common Miscues That MAY Get Your Client Audited
Is one of your clients about to get audited by the IRS? Have you ever wondered why some tax returns are audited, while others aren’t?
Using Newsletters for Email Marketing to Build Relationships
Finding a way to stay in touch with clients and prospects is not only a great way for marketing financial planning, but a great way
Designing a Workflow System
Designing a Workflow System A Deep-Fried Workflow Model One of my summertime favorites is an annual trip to the fair. Although the summer fairs generally
5 Things To Consider Before You Offer Financial Services
As a tax professional, you may have thought about how you can expand your business to include additional revenue streams such as payroll and bookkeeping.
Top 7 Value Added Tax Business Services
One of the basic truths about running a tax business is that you’re going to be busiest during tax season. The rest of the year,
Should We Tax The Robots?
In 1900, at the dawn of the Industrial Revolution, life for everyday Americans was not much different than it was in 1700. Then, gasoline-powered automobiles
How to Get Back to Work After Vacation
With summer quickly approaching, you may be planning for a much-needed vacation. Anywhere other than your office sounds good, right? We’re big fans of taking
Leveraging Current Clients For Business Referral
I’ve done hundreds of new member consultations. One question I always ask is “what’s your best source of new clients?” The answer is almost always,
3 Ways to Heighten Your Visibility And Grow Your Tax Business
Would you like to generate more revenue in your tax business? Who wouldn’t? Just like many other businesses, the tax business is a numbers game.