16 qualities of a good tax season client

green cast iron sign with white 16 painted on itwe need each other. make the relationship a good one.

by ed mendlowitz
tax season opportunity guide

clients are our customers who pay our salaries and present us with stimulating opportunities allowing us to grow.

more on tax season: 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t

there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.
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ready for tax season? not so fast

purple no. 4 billiard ball4 resolutions to keep as you prepare for busy season.

by sandi leyva
the accountant’s accelerator

i’ve worked with a lot of accountants who do not realize how valuable their skills are in the marketplace. most people can’t do what we do with numbers. we need to shake any self-limiting beliefs we have in this area because it limits our ability to serve more clients.

more on small-firm growth strategies: make your services an investment, not an expense | how a spreadsheet can help stop leaks | 9 ways to boost your value (and your fees) | 9 ways accountants throw away profits

if you were making resolutions for the accounting industry, what would you suggest? the first resolution i’d make is:
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survey results: busy? time is the solution, not the problem

meditative businessman is pondering time management while surrounded by alarm clockscolleagues offer tips for busy season.

join the survey. get the results.

by 卡塔尔世界杯常规比赛时间 research

hey, just because you get a nice new watch for christmas doesn’t mean you’re going to have more time when busy season rolls around. quite to the contrary, it’s only going to tell you how little time you have.

time is what busy’s all about. so if you can manage time, you can manage busy. and if you manage time well enough –  better than last busy season – then maybe next busy season will be more of a breeze-through season. or at least not a pound-head-on-wall season.

the 2015 卡塔尔世界杯常规比赛时间 busy season survey asked a good question: “what are your best time management tips for busy season?”

and we got some good answers. the survey turned up all sorts of uncontrollable problems, from the complexity of the affordable care act to the recalcitrance of computers. but of all the stuff that happened, time was the one that everyone could a) predict and b) manage a little better.

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8 ways to delight tax season clients

portrait of a mature businesswoman giving a binderdo you make them feel important?

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings. do what you can to accommodate them and make them feel important – as important as they believe they are.

more on tax season: small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | 5 personal touches for tax season | 11 clear client instructions to make your tax season easier | how to get paid faster this tax season

browse more at 卡塔尔世界杯常规比赛时间’ taxtrendlines.com

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

also be user-friendly – do not make it difficult to work with you. clients don’t know how smart we are. they think we are great, but they measure us by the small things – the good and bad.
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small tax season leaks can cause great damage

tiny businessman standing on dripping faucetbonus checklist: 5 key points to keep in mind.

by ed mendlowitz
tax season opportunity guide

some people are micromanagers and anal with details. others are big-picture managers, letting details take care of themselves.  neither is completely effective and both disciplines need to be balanced.

more on tax season: 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season

there is a time for details and a time for big-picture thinking. when setting up procedures and processes it is essential that all details be considered and planned for. once the process is set up, there should be brief but continuous monitoring. and then the big-picture thinking should take over – that is where you will make your money.

but you can’t get to the big picture ever if you are always immersed in the details. not setting up methods right at the beginning – or permitting a lack of adherence to them – will thwart any chance of growth and the success you can achieve.

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5 ways thorough beats sloppy in tax season

businessmen miserable over errormake sure your staff feel the same way.

by ed mendlowitz
tax season opportunity guide

don’t be sloppy instead of thorough.

all work has to be reviewed. and clients and others look at it.

sloppy work is always evident and usually incomplete. thorough work is careful and usually complete.

more on tax season: here’s your new tax season marketing plan | when ‘quick and easy’ tax season research isn’t | 5 personal touches for tax season | consistency simplifies tax season | 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | how to get paid faster this tax season

thorough work takes longer when first being worked on, but review time is drastically reduced. further sloppy work takes longer to be reviewed and longer for the preparer to be acclimated with the file when picking it up to make changes.

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tax professionals find it increasingly difficult to keep up with late-changing tax regs

the number of practitioners reporting major issues with code & reg changes doubles.

z_tax key issues

by 卡塔尔世界杯常规比赛时间 research

across the country, a lot of cpas felt downright punished this busy season as they got hit by problems from all sides. nobody reported earthquakes or tsunamis, but it seems a bunch got slammed by something worse than a tectonic pounding.

bam! pow! oof! yes, it was that dynamic duo, that tyrannical twosome, that yoke of you-know-whats: the united states tax code and the internal revenue service.

according to the 卡塔尔世界杯常规比赛时间 busy season survey, 12% percent of respondents report a busy season “much worse than last year.” another 24% had a “somewhat worse year.” add them up, and more than a third of the nation’s tax preparers suffered a painful busy season.

and the most commonly cited complaint are difficulties with the tax code, ranging from the requirements of the affordable care act to the new repair regs. read more →

the new normal: a busy season that never ends

staff woes contribute to major tax season problems

z_tax defining differences

by 卡塔尔世界杯常规比赛时间 research

the 2015 busy season may be one for the records. according to this year’s 卡塔尔世界杯常规比赛时间 busy season survey, more than a third of the nation’s tax preparers report a busy season that was much worse or somewhat worse than last year, and it wasn’t just the cold and the snow. read more →

if you thought tax season 2015 was bad…

…the irs says 2016 could be even worse.

irs projects even worse taxpayer service for the 2016 filing season (fy 2015).
irs projects even worse taxpayer service for the 2016 filing season (fy 2015).

by 卡塔尔世界杯常规比赛时间

the 2015 filing season was akin to a tale of two cities, according to the irs’s own watchdog.

“for the majority of taxpayers who filed their returns and did not require irs assistance, the filing season was generally successful,” according to the report issued to congress by the national taxpayer advocate’s office headed by nina olson. “for the segment of taxpayers who required help from the irs, the filing season was by far the worst in memory.”

meanwhile, olson urges congress to undertake “fundamental tax reform,” pass a “taxpayer’s bill of rights” law, and boost irs funding.

“everyone is in collective denial about what inadequate funding for the irs means to taxpayers,” olson says. read more →

soloists lag multi-owner firms in economic confidence

multi-partner firms show bullish signs. soloists turn bearish on the u.s. economy.

卡塔尔世界杯常规比赛时间 research

z-busy solos vs other in otlookcpas aren’t economists, but they do know numbers, and they have their fingers on the pulse of the flow of money in their local areas. they know how their own businesses and their clients’ businesses are doing, and they have at least an inkling of the causes. remembering 2014 and living through the 2015 busy season, they are well placed to prognosticate on financial flows over the next 12 months.

卡塔尔世界杯常规比赛时间 survey research detects a certain optimism, but it seems to be a bit more cautious among solo practitioners. read more →

irs seeks more tools to fight refund fraud

irs commissioner john koskinen
koskinen

fy 2016 budget provisions would expand authority for regulation, correctable errors.

refund fraud, especially that caused by identity theft, remains “an ongoing battle” for the irs, commissioner john koskinen said in testimony about the 2015 tax season before the house ways and means committee’s subcommittee on oversight.

“for that reason, and in spite of our budget constraints, we have continued to focus as much of our resources as possible on improving our efforts against identity theft,” he said, improving filters used to detect suspicious returns as they come in at a rate of more than 2 million suspicious returns so far, which is over 500,000 more than last year at this time. read more →

irs reports everything went up except refunds

tax professionals kept 59 percent of the e-filing segment.

when all the clicking and cursing was done, the irs had received more than 132.2 million individual tax returns this year, up 0.8 percent from 2014. as of april 17, it had processed 126.1 million of them, up 0.4 percent from last year and a rate of 95.4 percent for the season’s receipts.

related: tax preparation fees: the national averages [infographic] | irs form 3115: a sin and a travesty | accountants see solid business gains in 2015 | as market share slips away, accountants look beyond the 1040 | irs emerges as major tax season competitor read more →

busy season 2015: worse and worser

z tax 2015 better or worseafter a bad year for many practitioners, watch for the consolidation and shakeout to come.

by rick telberg
卡塔尔世界杯常规比赛时间 research

before busy season 2015 had even begun, tax professionals were worrying most about the new rules and regulations they’d be facing, among them, the affordable care act.

join the survey; get the results

indeed, so-called obamacare loomed largely over the 2015 season, but practitioners found bigger problems with form 3115, tougher competition and fee pressures. so much so, that a significant number of practitioners swore this tax season would be their last. and with merger season coming close on the heels of busy season, the profession should brace for a new wave of consolidation and shakeout, according to the 卡塔尔世界杯常规比赛时间 analysis.

see comprehensive coverage of busy season 2015 read more →