{"id":54764,"date":"2020-02-06t00:01:02","date_gmt":"2020-02-06t05:01:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&#038;p=54764"},"modified":"2024-02-08t22:42:54","modified_gmt":"2024-02-09t03:42:54","slug":"tsog","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/tsog\/","title":{"rendered":"tax season opportunity guide"},"content":{"rendered":"<p>based on more than 40 years of hard-won experience and the input of hundreds of tax professionals, the <em>tax season opportunity guide<\/em> is a condensation of the most practical, most impactful procedures and methods to better serve your clients, grow your practice and, yes, have more fun.<\/p>\n<p align=\"left\">everything here works \u2013 tested and proved over the years by the author himself, his firm, and the hundreds of cpas who have shared with him what they do and they do it. knowing how busy tax preparers are during filing season, this publication is written to be put to use \u2013 one action step at a time, with short sentences, lots of checklists, bullets and plain-spoken direction.<\/p>\n<p>the book focuses on the top trends in the profession as they affect everyday practice \u2013 the critical processes, error avoidance techniques, and productive interaction strategies with clients. it&#8217;s a new and refreshing way to focus on the most important tax season processes and procedures.<\/p>\n<h3><span style=\"color: #0056a6;\"><strong>table of contents<\/strong><\/span><\/h3>\n<ul>\n<li>about the author<\/li>\n<li>introduction<\/li>\n<li>12 reasons to love tax season<\/li>\n<li>27 ways to make more money, service clients better, and have more fun during tax season<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">1. how to be more touchy-feely with clients<br \/>\n2. send the bill with the return<br \/>\n3. employ team members<br \/>\n4. have clear instructions for clients<br \/>\n5. provide consistency in service, processes, standards<br \/>\n6. eliminate the atmosphere of urgency<br \/>\n7. don\u2019t be sloppy instead of thorough<br \/>\n8. stop the small leaks that can cause great damage<br \/>\n9. accommodate clients<br \/>\n10. don\u2019t end up with a graveyard of lost opportunities<br \/>\n11. be happy with your practice<br \/>\n12. recognize your resources<br \/>\n13. quick and easy research<br \/>\n14. fix the top 21 reasons why clients switch firms<br \/>\n15. eliminate excuses<br \/>\n16. think like an entrepreneur<br \/>\n17. consider some h&amp;r block statistics<br \/>\n18. imagine starting with a clean slate<br \/>\n19. two questions to ask yourself<br \/>\n20. think about the future of the tax preparation business<br \/>\n21. now think about the future of your business<br \/>\n22. your new marketing plan<br \/>\n23. know your value<br \/>\n24. know yourself<br \/>\n25. what\u2019s needed for growth and success<br \/>\n26. know your tax practice metrics<br \/>\n27. you are the artist<\/p>\n<h3 style=\"padding-left: 40px;\"><span style=\"color: #d8232a;\"><strong>bonus appendix<\/strong><\/span><\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>top 12 tax return preparation errors<\/li>\n<li>checklist for what makes a good tax season client<\/li>\n<li>reviewer\u2019s checklist for individual tax returns<\/li>\n<li>reviewer\u2019s checklist for business tax returns<\/li>\n<li>reviewer qualification test: 10 questions<\/li>\n<li>reviewer qualification test: answers (no peeking)<\/li>\n<li>40 other services your tax clients should know about<\/li>\n<li>checklist for considering additional client services<\/li>\n<li>tax season follow up sheet<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\"><strong>from the introduction<\/strong><\/span><\/h3>\n<figure id=\"attachment_70325\" class=\"thumbnail wp-caption alignright\" style=\"width: 320px\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-70325\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug-424x475.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"320\" height=\"358\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug-424x475.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug-600x672.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug-768x861.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug-849x951.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/06\/ed-mendlowitz-2020-crop-headshot-mug.png 1401w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><figcaption class=\"caption wp-caption-text\">ed mendlowitz, the 卡塔尔世界杯常规比赛时间 &#8220;practice doctor&#8221;<\/figcaption><\/figure>\n<p>since 1980 i have been presenting &#8220;managing your tax season&#8221; programs for many accounting groups including the aicpa, njscpa, nysscpa, and ctscpa. i have also authored two books for the aicpa with that title, written many articles for the journal of accountancy on the subject and developed and presented four webinars for accounting today institute, also on the topic.<\/p>\n<p>two personal benefits of the writing and speaking is that it focuses me on what is happening, the processes, error avoidance, interaction with clients and forces me to be able to clearly relay what i see and possible solutions. the other benefit is the calls i receive from hundreds of cpas asking questions or letting me know how they do things. in some way, i have become a clearinghouse for tax season processes and procedures.<\/p>\n<p>the <em>tax season opportunity guide<\/em> is a condensation of some major procedures and methods to better serve your clients, grow your practice and have more fun. everything here works \u2013 whether for me, my firm or the hundreds of cpas that shared what they do. knowing how busy tax preparers are during that time of year i tried to be as stingy with words as possible working with bullets and brief introductions to each section. these 27 ways work. try some, or even one \u2013 but do something and get started on making more money, servicing clients better and having more fun!<\/p>\n<p style=\"padding-left: 40px; text-align: right;\"><em>\u2014 edward mendlowitz<\/em><\/p>\n<h3><span style=\"color: #0056a6;\"><strong>about the author<\/strong><\/span><\/h3>\n<h4><span style=\"color: #0056a6;\"><strong>edward mendlowitz, cpa, abv, pfs<\/strong><\/span><\/h4>\n<p>partner, withumsmith+brown<\/p>\n<p>edward mendlowitz is a partner in withum smith + brown\u2019s new brunswick, nj, office and has over 40 years of public accounting experience. he is a licensed certified public accountant in the states of new jersey and new york and is accredited by the american institute of certified public accountants (aicpa) in business valuation (abv), certified in financial forensics (cff) and as a personal financial specialist (pfs). ed is also admitted to practice before the united states tax court and has testified as an expert witness in federal and state court regarding business valuations, and twice at the house ways and means committee on tax reform, fairness, and reduction<\/p>\n<p>a graduate of city college of new york, ed earned his bachelor of business administration degree. he is a member of the aicpa, the new jersey society of certified public accountants (njscpa) and the new york state society of certified public accountants (nysscpa). in addition, ed was a founding partner of mendlowitz weitsen, llp, cpas, which merged with ws+b in 2005. currently, he serves on the nysscpa estate planning committee and was chairman of the committee that planned the nysscpa\u2019s 100th anniversary. the author of 19 books, ed has also written hundreds of articles for business and professional journals and newsletters. he is the contributing editor to the practitioners publishing company\u2019s <em>706\/709 deskbook<\/em>, and the aicpa\u2019s <em>management of an accounting practice handbook<\/em>, <em>corporate controller\u2019s handbook<\/em> and wiley\u2019s <em>handbook on budgeting<\/em> and is on the editorial board of bottom line\/personal newsletter and the journal of accountancy member panel on business valuation. appearing regularly on television news programs, ed has also been quoted in numerous major newspapers and periodicals in the united states. he is the recipient of the lawler award for the best article published during 2001 in the journal of accountancy.<\/p>\n<p>ed is a frequent speaker to many professional and business groups, including the aicpa, njscpa, nysscpa, american management association, the national committee for monetary reform, university of medicine and dentistry in nj and many more. for 11 years, he taught courses on financial analysis, corporate financial policy and theory, monetary and fiscal policy and managerial accounting in the mba program at fairleigh dickinson university.<\/p>\n<ul>\n<li>\n<h6><span style=\"color: #808080;\"><b>paperback:<\/b> 138 pages, 9 x 6 inches. * due to the nature of digital products, refunds may be limited<\/span><\/h6>\n<\/li>\n<\/ul>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2fshop%2ftsog%2f&amp;t=tax+season+opportunity+guide'  ><img  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