9 Things You Need to Do to Avoid Being Overworked

Are you: Overworked, overwhelmed and overscheduled? Taking work home with you? Experiencing staff coming to you with problems that you feel they can solve themselves? Worrying that your staff will make mistakes and make clients angry? Spending precious time checking and correcting work done by staff? If you answered “yes” to 2 or more of…

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How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

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Extend Your Happy Holidays Into Tax Season!

Yes! You read it right! The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating…

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