tax season
the tax resolution client intake checklist
how to onboard your new client.
by jassen bowman
upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.
more tax opportunities: 5 reasons your firm training needs nano learning | when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.
5 reasons your firm training needs nano learning
mobility and repetition are points you may not have considered.
by jassen bowman
tax resolution systems
training employees effectively in our fast-paced, information-saturated world can be a big challenge for business leaders.
more: when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.
in the past, you might have been able to get staff to sit through a three-hour training course without issue. today, accomplishing the same can seem impossible.
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survey: staffing problems dominate cpa firms
more problems: tax complexity, seasonality, and succession.
refunds up, filings down at end of tax season 2017
pros keep the edge in e-filings and some people just won’t give up paper.
by beth bellor
卡塔尔世界杯常规比赛时间
a season of down notes for individual income tax returns ended the same way.
more tax season data: with 4 days left, tax stats were still down | refunds edge up as tax season winds down | tax refunds catching up to last year | tax professionals accelerate filing pace as busy season heads for the home stretch | individual tax filings still lag behind 2016 | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
data for the week ending april 21, the week in which the filing deadline fell, was just released and it paints the same picture we’ve seen since january: overall returns and e-filings down, with refunds the only scant positives.
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checklist: following up after tax season
lay the foundation for work you didn’t have time to do earlier this year.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
if you were paying attention during tax season, you likely picked up on other services your clients might need.
more on marketing: advertising done right | 12 branding tips | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | add new revenues with tax prep follow-ups
here is a checklist of 15 possible additional services, plus a form to track your follow-up.
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with 4 days left, tax stats were still down
pros move ahead in e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
with only days left to go in the 2017 tax season, the internal revenue service still was seeing most statistics land below 2016 levels.
more tax season data: refunds edge up as tax season winds down | tax refunds catching up to last year | tax professionals accelerate filing pace as busy season heads for the home stretch | individual tax filings still lag behind 2016 | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
according to data from the week ending april 14, the latest available, the only figures on the positive side remained total refunds and average refund per taxpayer.
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tax season roundup: 2017
by 卡塔尔世界杯常规比赛时间 here at 卡塔尔世界杯常规比赛时间, we know busy season isn’t the entirety of your practice … but it’s a huge chunk of it. how did your tax season measure up? join the survey; get the benchmarks stay tuned … continued
when tax filing season is over, what’s next?
no more ‘off-season!’ seven post-season tactics for building income streams year-round.
by jassen bowman
tax resolution systems
after one tax season ends and another begins, it’s time to turn your attention to business planning for the rest of the year.
more by jassen bowman: how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity | more
you do need to start planning ahead for what your business will look like for the rest of the year.
if you fail to plan ahead for the post-filing season, then you may suddenly find yourself wondering, “what now?”
here are some things to consider when it comes to your post tax season planning:
refunds edge up as tax season winds down
pros hold on to 57% of e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
the nationwide refund pool crept into positive territory, joining average refunds as the only statistics on the plus side.
more tax season data: tax refunds catching up to last year | tax professionals accelerate filing pace as busy season heads for the home stretch | individual tax filings still lag behind 2016 | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely
the data are for the week ending april 7, the latest available.
read more →
tax day 2017: by the numbers
ginormous infographic.
tax refunds catching up to last year
pros gain more ground in e-filings.
by beth bellor
卡塔尔世界杯常规比赛时间
how to end the tax revenue roller coaster with a four-season practice model
make the money train run year-round. by jassen bowman as we head into the home stretch of filing season, some tax practitioners are ready to just put busy season into their rearview mirror. for many tax professionals, however, the end … continued