Why NOW?

Jesse Arroyave on Apr 21, 2015


In my previous post, we discussed the perception of refund advances, good and bad, and focused on how it can be improved. The good represented the options it gives consumers. The bad revealed itself in how it was being executed. Whether you’re constantly keeping track of industry news or catch the occasional Facebook link, the purpose of the series is to provide real examples and thoughtful insights, so that you can form your own opinion.

With that said, let's talk about how and why Refundo introduced the Refundo NOW advance program for consumers.

Read More

Blood, Sweat, and Taxes: Tax Pro Problems Unraveled

Jason Knewtson on Apr 15, 2015

The amazing Derek Redmond finishing the race after tearing his hamstring in the 1992 Olypmic Games

I've met my fair share of Derek Redmond's in the tax industry. So many that, I've witnessed tax offices close their doors for good. The foremost question and need I receive is "Jason, I've given blood, sweat and tears to no avail...what else can I do to have a successful tax practice?"

With that spirit, I want to share the interesting insights and attributes of the successful tax firms that I have spoken to and observed over the years with you...I want to do everything I can to help you and your firm cross the finish line of "success."

Part One of the Series...

Read More

5 Tax Resources That Help People With Disabilities

Steve Brummet on Apr 10, 2015

The IRS understands the need to make sure individuals with disabilities receive simple and easy access to tax help and education. There are many resources available to support taxpayers with disabilities, as they work toward fulfilling their tax obligations. As a tax professional, it’s important that you have some information regarding the topic to help clients and their family members.

Read More

Why Your Tax Business Needs a Website

Daphne Veras on Apr 03, 2015

I know what you are thinking. 

My tax business is very small. It’s just me, my receptionist, and the occasional seasonal employee that I hire to help during tax season.

Plus, it’s not like I can offer my tax preparation services online anyway. Do I really need a website?


- This is not what you should rely on for your business to be found.

Read More

The Shocking Truth about Refund Advances

Jesse Arroyave on Apr 01, 2015

As we enter the final part of tax season, it’s no surprise that we reflect on what worked and what didn’t. “We could’ve implemented this” or “next year we shouldn’t do that” or even “glad that’s over” are typical expressions. Sighs of relief smack us right in the face because god knows we’ll get it right next year. In other words hindsight is 20-20. Right?

Read More

The Real Price of Tax Fraud

Ian Gardner on Mar 27, 2015

Whether this is your first tax season, or your 21st, I’m sure you’ve encountered attempts at fraud in one form or another.

It’s hard to maintain your competitive edge in this industry, and sometimes it may seem like cutting a few corners can help you get a leg up; it’s a victimless crime anyway, right?


Read More

How To Manage Employees in Your Tax Business Without Losing Them

Jesse Arroyave on Mar 25, 2015

Have you ever been in a situation where you probably felt underappreciated or overworked? A couple of things are a direct result. First, you start to hate your job. As a result of hating your job, you become less productive. By becoming less productive, you distract others and convince them to feel the same way. By distracting others, more people are less productive. When your team becomes less productive, they start to question their abilities as professionals and do not live up to their potential. Pretty crazy how this can happen huh?

I’m sure you’ve seen those Direct TV commercials that explain a similar slippery slope and the person’s eventual absurd downfall! But take a second and think about this scenario. Has it happened? Is it happening?

Read More

7 Ways to Build Loyalty with Customers During Tax Season

Jesse Arroyave on Mar 19, 2015

For most, tax season is ending. But you’re not most people, or are you?

What do I mean by that?

Well, that depends on how you view your business, how much you’d like it to grow, and what you found successful this year.

Tax season has been exhausting, perhaps even more stressful than the previous one. At this point, referrals are slowing down, most people have completed their taxes, and are thinking about what the summer is going to be like. You’re probably thinking the same, which is perfectly OK. In other words, opportunities to bring in more business naturally dwindle around this time.  

But, what If you worked on the little things to help improve your business for next year?

Wait, what the hell does that mean?

Let me explain.

Read More

Refundo NOW Just Got BIGGER

Daphne Veras on Feb 18, 2015

We are super excited to present an opportunity that makes NOWs more valuable for EROs and Taxpayers. Introducing the new and improved Refundo NOW advance!



Read More

Get More Traffic During Tax Season! 5 Ideas That Really Work

Ian Gardner on Jan 23, 2015

With tax season finally here, and the Refundo NOW product in your arsenal, you already know this is going to be an incredible tax season. If you want to really put it over the top this year and make it one to remember, just follow these 5 simple steps to grow your business in a lasting way.

Read More

Subscribe to email updates

Free Checklist for Tax Professionals