Firm Marketing Tax Preparation & Advisory Services
How to engage with clients post tax seasonJanel Sykora April 29, 2022 Firm Marketing Tax Preparation & Advisory Services
What is one thing you can easily miss in the tax return delivery meeting with your clients?What are your plans to grow your advisory services business this year? Here is one thing you can do during tax season to help. Janel Sykora April 7, 2022 Tax Preparation & Advisory Services
What if you had a safety net for common mistakes made during 1040 tax preparation?Janel Sykora March 31, 2022 Firm Marketing Tax Preparation & Advisory Services
When prospects call for pricingHow many prospects call your office this time of year and ask what your price for tax preparation is? More importantly, how do you answer them? Janel Sykora February 23, 2022 Practice Management Tax Preparation & Advisory Services
What this innovative tax firm is doing to make ‘hustle season’ more bearableImagine tax season without burnout. Better yet, imagine actually feeling relaxed and…enjoying it. Kristen and her team flipped the script on tax season. Janel Sykora February 11, 2022 Firm Marketing
Leading an effective prospecting meeting during tax seasonTax season is the perfect time to prospect because you have a captive audience. Here are a few tricks for leading productive prospecting meetings. Janel Sykora January 24, 2022 Features & Updates
The Case for TaxExact™ – Roberts Accounting, CPAs, P.C.The managing partner attributes both the absence of notices for errors and their radical growth to using TaxExact™ for the detailed review of every 1040. Janel Sykora January 10, 2022 Tax Preparation & Advisory Services
Calling all tax firms: 1040 reviews done for you this tax seasonImagine having a solution that would review your 1040s for you this tax season and deliver a summary that identifies errors and verifies totals. Janel Sykora December 20, 2021
TaxExact for Accountants
TaxExact is a patent pending tax verification tool for tax professionals that transforms the review process while reducing staff burnout.
- Isolate and resolve errors
- Minimize review time
- Optimize your workflow
- Develop your team
- Increase staff retention
Download our FREE eBook!
"My Top 7 Ways to Increase Profits and Efficiency in Your Tax Practice"