tax season

tax pros start to make up for lost ground in pace of 2015 e-filing

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irs processing nearly 98 percent of returns received.

tax professionals e-filed more than 38 million returns through march 13, lagging 3.4 percent from the same time in 2014. yet, that’s an improvement from last week’s 4 percent deficit.

related: have fun this tax season! | tax preparation fees: the national averages [infographic] | irs form 3115: a sin and a travesty | how to get paid faster this tax season | accountants see solid business gains in 2015 | as market share slips away, accountants look beyond the 1040 | irs emerges as major tax season competitor | tax pros losing market share to self-filers

last week, 卡塔尔世界杯常规比赛时间 reported that the industry’s 33.4 million e-filings accounted for 53.6 percent of all the e-filed returns, compared with 56 percent in 2014. read more →

closed for tax season? looks that way

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ed mendlowitz cpa the practice doctor q and aautomation can send the wrong message.

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

question: i have an automatic email response and some clients and contacts criticized me for it. i am overloaded during tax season and this takes some pressure off of me. here is the automatic email response i am sending out:

thank you for your e-mail. please accept my apology for this automated response. during tax season, most of my work days are scheduled with appointments and calls. i most always reply to emails and phone calls as soon as i can, usually the same day. replies are slower during the months of february, march and april. thank you for your patience.

answer: that’s terrible!

more practice doctor q&a: 12 must-knows for niche markets | when fees don’t keep up with cost increases  | lowballing and why it (usually) doesn’t work | why the average fee doesn’t matter | how to apply value pricing to bundled services | 6 ways to take a client beyond tax prep | 10 do’s and don’ts for making small business clients happy | client’s difficult daughter balks at bill | 10 ways to get new 1040 clients | tax return reviewer ticking and tying | 23 reasons clients really need you for taxes | 5 time management tips for an overworked accountant | complaining client? no wonder! | pricing, billing, costing: don’t blame clients

you are running a business and tax season is just one part of it although concentrated into a highly intensive, pressure-filled period.

read more →

e-filing by tax pros slows for third straight week

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after a fast start at the beginning of the season, the pace of e-filing by tax professionals continues to brake, compared with the same time last year. but the number of do-it-yourselfers is growing briskly.

irs statistics for week ending march 6, 2015

related: have fun this tax season! | tax preparation fees: the national averages [infographic] | irs form 3115: a sin and a travesty | how to get paid faster this tax season | accountants see solid business gains in 2015 | as market share slips away, accountants look beyond the 1040 | irs emerges as major tax season competitor | tax pros losing market share to self-filers

tax professionals e-filed over 33.4 million returns through march 6, 2015, down 4 percent from the over 34.8 million returns e-filed by the same time in 2014. read more →

tax pro e-filing is holding steady

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the irs has processed more than 97 percent of returns received.

tax professionals e-filed over 23.7 million returns through feb. 20, 2015, down 3.9 percent from the nearly 24.7 million returns e-filed by the same time in 2014.

related: have fun this tax season! | tax preparation fees: the national averages [infographic] | irs form 3115: a sin and a travesty | how to get paid faster this tax season | accountants see solid business gains in 2015 | as market share slips away, accountants look beyond the 1040 | irs emerges as major tax season competitor | tax pros losing market share to self-filers

read more →

14 timely questions for tax season clients

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dollar on question markif you don’t ask, you can’t know. if not now, when?

by jean marie caragher
the 90-day marketing plan for cpa firms

tax season is the perfect time to identify cross-selling opportunities, strengthen client relationships and ensure client satisfaction.

consider asking your clients the following 14 questions this tax season. you may discover a new gold nugget of opportunity: read more →

3 ways to build a tax season team

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happy multi-ethnic business team with thumbs up in the officeit’s a long season. make it a happy one.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely.  everyone working together gets it done.

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top 21 reasons clients switch tax accountants

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dissatisfied disapproval angerdissatisfied disapproval angerdissatisfied disapproval anger????????????????angry man at pc dollarphotoclub_68204440 72dpihow many of these do you need to fix in your firm?

by ed mendlowitz
how to review tax returns

clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired! – their previous accountant.

here is a listing of 21 major reasons why clients switch accountants. ask yourself how many of these mistakes you could correct immediately and think about what that might be worth. read more →