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How to engage with clients post tax season

Janel 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 pricing

How 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 bearable

Imagine 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 season

Tax 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 season

Imagine 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
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