Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need

Handwritten Notes

We’ve all been there.  You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a question. You’ve asked them for it 3 times in 3 days and…crickets.  They don’t send what you’re asking for or even respond to your multiple inquiries. And you are stuck, you cannot move forward without their input.  Not only is it frustrating and inconvenient, but it also eats into your profits because you are spending time on asking them to respond once again instead … [Read more...]

How To Become Your Clients’ Trusted Business Advisor

The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress by sharing some great ways to create year-round profit for your business. If you missed last week’s post, check it out now to learn how to turn tax preparation into year-round profit. You may already be doing tax related work year-round and still need more income sources. Or you may just need a break from taxes during the off-season! Either way, we’ve got you covered. For the … [Read more...]