TAX SEASON

Get Your Fees Faster This Tax Season

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Be sure to provide details.

By Ed Mendlowitz
Tax Season Opportunity Guide

Accounting is a business and businesses need to be paid.

It’s harder to justify prices when providing services rather than products. Products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

MORE by Ed Mendlowitz
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Many accountants price tax returns before they are worked on, usually basing the fee on last year, or a rate schedule. Sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

It shows that you run a business and also provides a courtesy to the client in that they can immediately evaluate the cost and value of what was done.

But just as importantly: READ MORE →

AI Tax App Crashes Financial Stocks on Wall Street

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A sign of things to come?

Contenders and Defenders: Hazel and a new generation of AI tax and legal tools are challenging the old.

By CPA Trendlines

A major sell-off in brokerage and wealth management stocks followed the launch of a new AI-powered tax-planning tool by the financial technology platform Altruist.

MORE Tax Tech | MORE AI

Investors reacted sharply to the launch of Hazel AI, a feature within Altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.

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Eleven Ways to Help Tax Clients Help You

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Businessman points to words "KEEP IT SIMPLE"

Clear instructions make your tax season easier.

By Ed Mendlowitz
Tax Season Opportunity Guide

Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

MORE by Ed Mendlowitz
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Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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Ten Tips for a Better Busy Season

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woman holding eyeglasses and looking at laptop screen

Some of these you may want to keep year round.

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

Another busy season is upon us. Are you feeling excited, anxious or dread?

MORE by Sandi Leyva

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It’s probably a mix, but hopefully there’s more excitement than any other emotion because you will be helping so many more people during busy season than any other time of the year. Here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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