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5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape

November 21, 2017 / Susan Tinel, EA

Tax Pro Center | Intuit ProConnect > Practice Management > 5 Tips on How to Get Your Tax Team Back in  Shape

It feels like tax season just ended, and yet the next one is right around the corner. This is the time of year when I like to evaluate and determine what went well during the freshly ended tax season and prioritize what needs improvement for the next one. January is much too late to figure it all out! We have such a short window of time to get it together.

 

“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” – Ferris Bueller

 

Tip #1: If you need to hire someone, sooner is better than later.

 

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Creative Ways to Carve Out “Me Time” During Busy Season

January 23, 2018 / Susan Tinel, EA

Tax Pro Center | Intuit ProConnect > Practice Management > Creative Ways to Carve Out “Me Time” During Busy Season

Tax season is here! The long days are starting, clients are already calling about the new tax changes for 2018 and e-file is about to open. It’s going to be an interesting year. A busy year, but an interesting one … if you can handle it; if we don’t find a way to break away every now and then, even the best tax advisor can go mad!

 

It’s already difficult enough jumping from one tax year to the next, so to add these new tax law changes in the mix is going to take some real mind gymnastics. Considering all the questions I’m getting before the W-2s are even out, I suspect most of my meetings with clients will take longer, so what can you do to cope?

 

 

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How to Be a Trusted Advisor – Post Wayfair

 Susan Tinel, EA

firmofthefuture.com/content/how-to-be-a-trusted-advisor-post-wayfair/

In general, I don’t do much with sales tax for my clients. I help them out here and there, and file returns for companies that are unable to navigate the state sales tax portals. In fact, I should admit that I try to stay away from sales tax as much as is humanly possible.

 

Lately, however, it’s been more difficult to ignore, especially if you consider use tax – the complement to a state’s sales tax. My home state, California, has been on a furious streak to enforce use tax compliance for individuals and businesses recently, and now that the Wayfair decision is out, I had to get focused and dive in. Here’s how to be a trusted advisor in light of all the recent hubbub.

 

Are my Clients Affected by This Ruling?

 

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How to Manage Your Clients so They Don’t Manage You

August 16, 2017 / Susan Tinel, EA

 

Tax Pro Center | Intuit ProConnect > Client Relationships > How to Manage Your Clients so They Don’t Manage You

Choice is at the forefront of any problems or issues we might have with managing our clients. When I started my firm in 2013, I had no idea how long lasting some of those choices could be – or how much I could regret some of them.

 

My practice has doubled in size every year since I opened my own. As most of us do, I started with a cell phone, laptop and a handful of clients, but not an office. To provide the best service to my clients, I made some decisions in the beginning that turned out … well, I think you know where I’m going with this: some decisions are deceptive, and what looks like a convenience can later turn into something completely different...

 

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3 Ways to Grow Your Business: Lessons From a Solopreneur

August 16, 2017 / Susan Tinel, EA

Tax Pro Center | Intuit ProConnect > Practice Management > Grow your practice > 3 Ways to Grow Your Business: Lessons From a Solopreneur

Something there seems to be no shortage of in the tax and accounting profession is clients. When I started my firm, I didn’t realize this, so I took all the clients who came my way. By doing this, I learned a lot; I made good decisions, and I made mistakes.

 

One of the most important things I learned was that there are good clients and bad clients. Bad clients are not bad people; they are clients that are a poor fit for you. And that can be bad for your business. I discovered that a thorough interview with prospective clients is necessary to find the clients that fit well with our firm and gives me the chance to politely refer the others to someone else. Reviewing current clients is vital too. I will fire clients if it’s the right decision for my business.

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Tax Season is once again upon us:

 

 This year, do not risk an audit just to save a few bucks.

Be smart and preserve your sanity...

call a professional.

We know the new Tax Laws, know how to optimize your taxes and do not make mistake.

 

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