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tax pros edge diyers in e-filings

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table of irs filing data

refunds average around 5 percent over last year.

by beth bellor

can you say paperless? only 2.7 percent of individual income tax returns come into the internal revenue service by paper anymore, and only 3 percent of refund recipients request paper checks.

more: tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency received 70.4 million individual income tax returns as of march 14 – the latest data available – down 1.7 percent from the same period in 2024. it processed 69.6 million returns, down 1.4 percent.
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nine business development metrics to measure

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businesswoman in wheelchair meeting with potential client

plus seven mistakes to avoid in winning new fees.

by martin bissett
passport to partnership

like it or not, the 21st-century accountant is in the relationship-building business.

more by martin bissett
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when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.
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two types of tax review and how to use them

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woman reading document at desk

let color-coded tick marks be your friends.

by frank stitely
the relentless cpa

one of your roles as ceo is reviewer. there are two types of review: primary and secondary.

more by frank stitely
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depending on the size of your firm, you may only have primary reviews. if your firm consists of you and a preparer, you won’t have a second level of review. i don’t consider the self-review as a review step. i consider it part of preparation.
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richard roppa-roberts: collaboration over competition | the disruptors

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find your community; find your people.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the disruptors
with liz farr

richard roppa-roberts created roundtable labs by accident.

more podcasts and videos: ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”

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