Today's Features

Six Directions for Your Life and Your Business

Attractive young woman drawing a picture portrait sketch of herselfIt's time to choose.

By Ed Mendlowitz
Tax Season Opportunity Guide

Is your practice satisfying?

MORE ON TAX SEASON: How to Think Like an Entrepreneur | Imagine Starting With a Clean Slate | Two Questions to Ask Yourself – Before Clients or Staff Do | 40 Other Services Your Tax Clients Should Know About | Eliminate Tax Season Excuses | 16 Qualities of a Good Tax Season Client | 5 Ways Thorough Beats Sloppy In Tax Season | When ‘Quick and Easy’ Tax Season Research Isn’t | Consistency Simplifies Tax Season

Do you like it the way it is, or do you want it to develop and grow? Some people like the way things are and don’t care about change.
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Sales Is about Trust

Confident businessman sitting in officeDon't tl;dr this one. Here are 8 areas to work on.

By Rob Nixon
Panalitix

There’s an old saying that dogs can smell fear.

MORE ON STRATEGY: Marketing Must Generate Leads | Growing Your Client Database | Niche Markets Are Your Best Buyers | 8 Questions for Product Creation | How to Deliver Wow! Every Day | Communicate Until It Hurts | Why a Virtual Team Makes Sense
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It’s the same theory for people who are in a sales role. If your "dog" (person in front of you) can sense that you are not confident then you are not going to make the sale. You will get questions and objections from the prospect/client that you don’t want and ultimately not make the sale.
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10 Tips for More Energy This Tax Season

Businessman listening to music in officeFeel free to keep them going year round, of course.

By Sandi Leyva
The Accountant’s Accelerator

Is keeping a high energy level a challenge for you?

MORE SMALL FIRM GROWTH STRATEGIES: How to Teach Financial Literacy | Why Businesses Offer Subscriptions | Your Time Has No Inherent Value | Four Tools for a Millionaire Mindset | Reconnect with Your Why | 3 Ways to Work Less and Earn More | How to Find Hidden Money for Your Clients | How Small Firms Can Use Value Pricing
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Here are a few tips to revitalize your personal energy. Some of these are very simple, so simple you may think they won’t do anything for you.
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Advertising Done Right

But remember there's more to marketing.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

I have not seen too many CPA ads that have generated revenue, but I’ve seen enough to know that the right advertising program works and produces new clients.

MORE ON MARKETING: 12 Branding Tips | How to Meet Referral Sources | How to Sell Bundled Tax Services | 7 Questions for Succession Planning | 15 Points to Buying or Selling a Business | Offering Elder Care Assurance Services | 9 Questions to Ask About Divorce and Taxes | Guiding Clients in Investment Allocation and Management | How and Why to Offer Estate Planning | Why CPAs Are Suited to Financial Planning
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Most of the CPA firm ads are announcements of their being there, goodwill ads, yellow page or Internet site ads, or branding ads. Advertisements should be designed to get business leads.
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Individual Tax Filings Still Lag Behind 2016

Chart of IRS data for week ending March 17, 2017
Data for week ending March 17, 2017 [Click for larger image]
More e-filings handled by pros, but not by a large margin.

By Beth Bellor
CPA Trendlines

How much difference can four days make? Or are there other issues?

MORE ON TAX SEASON: Five Ways to Protect Clients from ‘The Sleazy Six’ Tax Season Scams | Four Common Errors in Form 1098-T | Taxes: Beyond Income to Gas and More | Readers Sound Off: What Tax Season Decline? | Five-Point Action Plan for Turning Tax Scam Threats into New Opportunities | Liberty Tax Earnings Down 48% | H&R Block Lagging Behind Last Year
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Most 1040 data remains on a downturn from 2016, with only refund amounts edging barely into positive territory.
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Taxpayers Tell How They Really Feel

Pie chart of when people plan to pay their taxes
^ When people plan to pay their taxes

They don't like the IRS, but they might get an IRS tattoo to skip out on taxes.

By CPA Trendlines Research

Let’s put the shoe on the other foot for a moment.

MORE ON TAX SEASON: Five-Point Action Plan for Turning Tax Scam Threats into New Opportunities | Liberty Tax Earnings Down 48% | H&R Block Lagging Behind Last Year | Tax Pros Filing Only 51% of E-Returns | 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
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We know how accountants view tax season. But how about the average taxpayer?
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