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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Recent blogs
Four Ways To Increase Cashflow In A Business
Do you know, I mean really, really know what worries your entrepreneurial clients more than anything else? No, it’s not their competitors. Nor is it
How To Get “In” With Any CPA
One of the most effective ways to attract affluent entrepreneurs into your business is to partner with the CPA’s that are already serving them. However,
How To Stop Stressing At Tax Time
Do you ever wish your clients were more organized? Imagine if every time you need a document, your clients were able to share it with
How to Escape the Time For Money Trap
You know the problem with this time of year? We’re exhausted, burned out and need a break. And most of us finally take a few
The Power of Partnering
I’m often asked about the best thing someone can do to market their tax planning business. If you’ve watched me answer this question before, you’ve
Getting Paid Sooner – Fast Tips For a Smoother Tax Season
Have you ever met this guy before? He’s the one who turns everything in, but won’t return your calls when it’s time to come in,
Fast Tips For a Smoother Tax Season – Managing Expectations
You know the drill, they take until March 14 to FINALLY give you the stuff, and expect everything to be filed the next day. You
A Single Idea to Save Your Clients Thousands This Year
Having just one powerful idea that saves your clients LOTS of money each year can give you the value you need to charge premium fees.
How Much Are You Saving Your Tax Clients Each Year?
Do you know how much you are saving your clients each year on average? Is it close to $33,125 each year? Your clients can take
21 Day Challenge Day 2
Getting to a new place in your business is not unlike traveling to a physical location. Having a roadmap makes your trip much easier. Here’s