A Pipeline of Success: 3 Ways to Increase Productivity Next Tax Season

Jesse Arroyave on Jun 10, 2015

After you’ve reached certain degrees of success or even encountered unfortunate failures, a couple of things can happen. Your success can make you complacent or empower you to work harder. In the same way, your failure can make you feel discouraged or propel you to fight more. With that said, my point is simple. Your success is directly correlated with how well you plan and how well you execute that plan. Perhaps you’ve come across a phrase that reads, “If you’re early, you’re on time. If you’re on time you’re late. And if you’re late, don’t bother showing up”.

Being on time means starting to plan now. By taking the time to plan for next year during the off-season, you will be more prepared, more capable, and less frantic.

Read More

How To Keep Refund Advances Alive

Jesse Arroyave on May 28, 2015

Whenever you believe in something so much and try to voice your commitment, three things can happen. You can become overbearing and people stop listening. People believe what you say, but do very little to influence others. Or people can relate, love, admire and help promote the things that can help the people around you.

Maybe it’s your business? Marriage? Friendship? Here is the interesting part of this dynamic. Your commitment and dedication is just as important as those who believe and carry your message.

Whether it’s the importance of non-violent protests to achieve strides for racial equality, or Steve Job’s urge for Apple to think different, there needs to be a collective approach to keeping something alive. Only then, will you manage to influence people and make an impact.

Read More

Let's Talk NOW: A Video That Inspires Change

Jesse Arroyave on May 11, 2015

More often than not, we come across headlines like “Beware of…” or How safe is…” when referencing refund advances. In my previous post I showed how Refundo uses actions instead of words to instill trust. With that thought in mind, let’s talk about the positive impact of the NOW advance on taxpayers and show, in their own words, how it helped them through difficult times.

Read More

It's NOW or Never: Become an Innovator with Refund Advances

Jesse Arroyave on Apr 29, 2015

 So far we’ve established the perception of refund advances as well as how/why Refundo introduced the NOW program. It certainly doesn’t end there. In order to fully grasp the NOW’s capabilities, we mustn’t forget how it benefits tax professionals. 

From a business perspective, it’s normal to ask the familiar sales protocol: “What’s in it for me”? Besides providing a sense of relief for our communities, the NOW program helps build brand loyalty, client trust, and a competitive edge. It’s ok to question how the NOW manages to do all that. Remember, it’s our responsibility to help shed some perspective.

Read More

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
     

Subscribe to email updates

New Call-to-action

Most Popular