business strategy for tax preparers

Common Marketing Missed Bases When Tax Season is Rolling

So, now that we’re into tax season, let’s talk maximixation. Depending on your client demographic target, your model, and your marketing, you may already have clients calling and streaming through your doors. Don’t be surprised with a little bit of delay this season, though. Word on the street is that while some are very busy, …

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Tax Professionals: Time To Diversify — And Dive Deep In Your Tax Marketing

Were your results everything you wanted for this past tax season? Many of our clients did VERY well this past tax season, but I’ve heard from a few (non clients) that they definitely didn’t hit their numbers. Nor did the industry overall, btw — as you’ve probably heard by now, returns prepared by professionals were …

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Stories Like This Popping Up Everywhere — Where's Yours?

Unlike a significant percentage of your clients, you may not have a procrastinating bone in your body. I’ve worked with hundreds of tax professionals during my years in this industry, and while *some* of them fly through tax season in a disorganized, caffeine-induced haze, MOST have their ducks in a pretty good row, when it …

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