tax season archives - page 4 of 22 - 卡塔尔世界杯常规比赛时间

the e-filing margin between tax professionals and self-preparers is narrowing. still, the pace of e-filing by tax professionals is running 10% behind the same time last year.

more tax season data: tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
exclusively for pro members. log in here or 2022世界杯足球排名 today.

as of march 3, the irs had received 61.1 million individual income tax returns, down 8.5 percent from the same period last year, although 2017 has had four fewer processing days so we’re comparing oranges to tangerines.
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successful tax seasons require teamwork

march 5, 2017

by rex gatto

five questions to ask.

by rex gatto
gatto associates llc.

here are a few inconsequential misstatements to begin:

keywords that partners use like pride, commitment and quality of work for the client are words to get staff to work harder for no more money. ouch!
true teamwork (staff working effectively in a niche/department) means the partner can blame some of the problems on them. double ouch!

more on leadership: 7 habits of lousy cpa firm leaders
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now having capitalized on some bad humor, let’s look at some simple definitions to begin. these definitions can change according to your firm’s structure.
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8 considerations with new clients

march 4, 2017

by edward mendlowitz

sometimes you should say no.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

we all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.

more on marketing: more on marketing: 11 ways to get more tax clients | how to sell bundled tax services | 7 questions for succession planning | 15 points to buying or selling a business | 9 questions to ask about divorce and taxes | guiding clients in investment allocation and management | why cpas are suited to financial planning | how to suggest more services | adopt a marketing mindset
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following is a checklist that could help you in making a decision to accept the client.
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11 ways to get more tax clients

february 25, 2017

by edward mendlowitz

plus 22 ways to get additional business clients.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

a target is the result of a plan.

more on marketing: how to sell bundled tax services | how to prepare returns for a multiple-year non-filer | how to conduct business valuations and forensic investigations | yes, accountants can perform conflict resolution | how to counsel on retirement planning | investment clubs and how to counsel them | offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services
exclusively for pro members. log in here or 2022世界杯足球排名 today.

so, what is your plan?
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a little tax humor

february 16, 2017

by robert e. mckenzie

take a break for a few minutes.

editor’s note: every tax season for the last umpteen years, robert e. mckenzie, a tax lawyer at arnstein & lehr in chicago, has made a tradition of sharing his carefully curated collection of tax jokes. here are a few of his latest. enjoy!

by robert e. mckenzie

1) “three things are certain in life. death and taxes are two of them. the third is tax fraud.” – matt pearce, la times, april 19, 2016

more: how many irs agents does it take to screw in a light bulb?

2) “i think nobody knows more about taxes than i do, maybe in the history of the world. nobody knows more about taxes.” – donald trump during 2016 campaign

3) “anonymous just hacked trump’s tax returns. unfortunately, like trump’s hands, the numbers are tiny and impossible to make out.” – michael r. burch