busy season

seven tech lessons for busy season

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it’s the best time to learn the tough lessons to apply next year.

roman kepczyk

with busy season a frenzy, most professionals keep their heads down and their noses to the grindstone.

but if you’re in management, you can’t afford to waste the once-a-year opportunity to take notes on what’s working, what’s not and what to do about it before the next busy season.

with that in mind, roman h. kepczyk, cpa.citp, lists seven tech tends to watch:     read more →

tom blair: ‘one size fits all’ simply won’t work anymore

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nine rules for tax season success, including: bartering services for ammo, if necessary.

by thomas avery blair, ea
tomblairea.com

i believe that in order for the registered tax preparer/licensed tax attorney, cpa and enrolled agent to remain in business now and in the future, there will have to be a resurgence in the attitudes of conventional and unconventional “personal service” to the individual tax client.

i bear witness to the fact that my own small tax practice now requires that more personal attention be given to the individual client. “one size fits all” simply won’t work. the tax code is growing ever more complex while the public’s education in federal taxation matters is waning.

here are some examples of what i mean:

tom blair

1. my clients needed year around access to a notary public… so i became and now remain a commissioned notary public.

2. my clients needed cost-effective access to legal advice, especially over matters of wealth retention… so i fostered a business relationship with an attorney with a desire to have her own practice who had the precise skills my clients asked me to find for them. she gets free office space in my office three days a week by giving my tax clients $50 an hour discounted rates on initial consultations in the “off season.”

read more →

how some thrive in tough times

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they make all the hard work pay off.

by rick telberg

some tax and accounting practitioners are showing how to deal with the same problems as their peers and competitors, and yet rise above them.

the results can be dazzling.

overall, 45% of accountants say this busy season was better than last year’s, including 12% who said “much better.”

indeed, for those lucky few, it was better by almost any measure. among those who reported operations were “much better” this year: read more →