is this the firm you really want?

clean slate with three pieces of colored chalkthis may be the perfect time to imagine starting with a clean slate. bonus: four questions to ask yourself.

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more: 3 questions for determining your value | help your clients and yourself | what’s not to like about tax season? | do your clients feel important? | 4 reasons to push ahead with tax question research | help tax clients help you | bill with the tax return, get paid faster
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also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.

now stop for a moment, forget about what you are doing, and fantasize about how you would start a practice from scratch.

if you were starting out today in a tax preparation practice, what would you do?

write out a few notes and then compare them to what you have today.

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maybe you can start here:

  1. is it what you wanted?
    1. is it what you want?
  2. what changes would you make?
    1. what would you do differently?
  3. would you replicate exactly what you have right now?
    1. if yes, then you are truly lucky.
  4. would you encourage your daughter to become a cpa/tax preparer?