Today's Features

Make Newsletters Work for You

Man using laptop at an outdoor cafe7 benefits and 4 ways to create content.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

One of the most overlooked marketing channels for accountants is a newsletter. The newsletter first started in print at regional firms.

MORE SMALL FIRM GROWTH STRATEGIES: Technical Aspects of Video and YouTube | Why CPAs Need Video | Make Google AdWords Work for You | Make the Most of Trade Shows | Track Your Online Reputation | Partnering: Referrals on Steroids | Measure Client Retention … Against Yourself | Take Your Client’s Pulse | How to Determine Your Ideal Client | Clients Need Advisory Services More Than They Know | 10 Tips for More Energy This Tax Season | Marketing vs. Sales and How to Plunge In
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Some CPA firms have not changed much and still cling to their printed newsletter. We suggest you send an email newsletter and optionally send a printed newsletter once or twice a year if your clients are used to it.

Lead Generation Marketing Must Happen Daily

Man writing on a calendarYou don't have to do all these yourself, but someone in your firm must.

By Jassen Bowman
Tax Resolution Systems

The most successful small business owners embrace the fact that new lead generation marketing is a DAILY activity. If you don’t have a full-time marketing manager, then you, as the business owner, need to take this task upon yourself. You should spend time marketing your tax practice every single day, EVEN DURING TAX SEASON.

MORE: Checklists for New Lead Generation | Don’t Ignore Your Existing Leads | Some Office Nuts and Bolts | The Importance of Goals and Affirmations | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients
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Don’t use the busy times of the year as an excuse to slack off on marketing if your goal is to GROW your business. There are busy times during MOST of the year – February, March, April, June, July, August, September, October – all of these months have unique deadlines and seasonal peaks. This is ¾ of the year!

2018 Tax Filing Season Begins Jan. 29

Tax Returns Due April 17.

from the IRS

The Internal Revenue Service announced today that the nation’s tax season will begin Monday, Jan. 29, 2018 and reminded taxpayers claiming certain tax credits that refunds won’t be available before late February.

The IRS will begin accepting tax returns on Jan. 29, with nearly 155 million individual tax returns expected to be filed in 2018. The nation’s tax deadline will be April 17 this year – so taxpayers will have two additional days to file beyond April 15.  READ MORE →

The IRS Tip 10 List for Choosing a Tax Pro

Setting expectations.

By CPA Trendlines

As a tax pro, you already know what it takes to serve your clients well. But do your clients and prospects know?

In a new 10-point news release aimed at taxpayers, the IRS sets some guidelines for taxpayers to "choose their tax return preparer wisely." You might want to be prepared for the questions clients and prospects may ask.

Here are ten tips for taxpayers to remember when selecting a preparer: