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Choosing The Right Tax Software: The Top 10 Questions Everyone Should Know

Jesse Arroyave on Sep 26, 2017

Having worked in the tax and accounting field, I have had the pleasure of working with many tax professionals. One topic that often arises, in particular at trade shows, is tax software. You have your loyal Drake followers, your Lacerte advocates and everything in-between. Value is one term you hear a lot when you are in the Drake circle. For Lacerte, it’s a workhorse that is complete and very efficient in regards to entry style. The fact is that renewal rates in the industry are very strong and usually run in the 95% range across the board. On occasion, you will have a tax software company make a mistake or two that cost them a few points off their renewal rate but in general the rates stay very stable. The point I want to discuss today is for new preparers or preparers that have finally realized that consumer DIY software is not the right fit to run a growing business.

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3 Easy Ways for Tax Professionals to Stay Informed with Tax Updates

Jesse Arroyave on Aug 07, 2017

The most successful professionals are those who keep up with the changing trends of their industry. For tax professionals, however, this can be a difficult feat to manage. In the ever-changing environment of tax work, here are a few tips to keep you informed of any tax updates.

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Email Marketing Mistakes Tax Pros Never Want to Make

Jesse Arroyave on Aug 03, 2017

Email marketing remains one of the most powerful lead generating tools we use today. If they've provided you with their email address, then they've showin interest in your product. And addressing your audience quickly and effecitvely drives growth to your tax office. Why is it so great? Almost everyone has an email address, and more importantly, they check it EVERY...SINGLE...DAY. Not to mention those that check every 5 minutes for fear of missing something. Checking our emails have become very habit-driven, and can even distract us frequently throughout the day. That’s where you come in. You’re the healthy distraction they’ve been looking for. The problem is that most tax pros simply send the email, hope to get a response, and then figure out what to do afterwards. Big mistake.

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How Tax Professionals are using Uber to gain new clients

Jesse Arroyave on Aug 02, 2017

I think most people are familiar with how Uber and Lyft have changed the car service industry. They provide a level of convenience and more importantly, make you feel like you aren’t getting ripped off. Both Uber and Lyft saw a need that they’re customers can enjoy, so...how can we take a lesson or a play from their book? Before I answer this question, think about what your customers need or would enjoy during tax season. More of your clients and potential clients are starting to see self-preparation as the easier and cheaper alternative. You clearly have more resources and knowledge to assess their tax and financial needs, but is that enough? Let’s take a look at Uber, and see how partnering up with them provides the convenience we’re looking for.

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Biggest Mistakes Tax Professionals make at IRS Trade Shows

Jesse Arroyave on Jul 28, 2017

Before you use your terminator focus to find some good freebies, ask yourself why you’re attending the IRS trade shows. Unfortunately, not enough people ask themselves that, and fail to have a clear understanding of their goals for the event. It’s almost like walking into a networking event that you paid for, grabbing a couple of beers, maybe some nachos, and then desert…if you’re lucky. Instead, buy a 6 pack of beer, Tostito scoops, some good ole Ben and Jerry’s, and call it a day. Here’s my point. If you’re going to the trade shows and focused on the freebies, you’ve already lost.

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Best tax tips to help gain new clients for tax season - Part 2

Jesse Arroyave on Jul 24, 2017

The purpose of this blog series is to share creative ways to attract and gain new clients (more leads), so that you can use them in your own business. Our previous post touched on tax tips to help market your tax services , and as we continue to gather leads, it's important that we work together in seeing what works and what can be improved. That way, tax professionals can be more effective and focus on the strategies that will help you improve your tax business.

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Best tax tips to help gain new clients for tax season - Part 1

Jesse Arroyave on Jul 20, 2017

It might seem like tax season just finished, but it's already time to start gearing up for next year. Now is the perfect time to start looking for new clients to boost your next tax season. Starting now gives you time to reach out, establish relationships, and set a plan in motion for next year's tax clients. If you are stuck on ways to reach out to new customers and let them know about your services, check out these tax tips!

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TurboTax and Credit Karma vs Tax Pros - Part 1

Roger Chinchilla on Jul 18, 2017

It's 2017 and software is constantly making our lives easier. The do-it-yourself model continues to take over services that used to require professional assistance. Need a new house? Forget the broker's fee and just buy it online. The tax industry is no exception to this rule. Something that used to require a trip downtown to your friendly neighborhood tax profressional can now be done from the comfort of your home.

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How A Business Loan Can Help Grow Your Tax Business

Roger Chinchilla on Jul 17, 2017

As an ERO (Electronic Return Originator) you have your fair share of challenges in operating your tax office paired with the fact that technology moves fast, your office is likely to fall behind sooner rather than later. Investing in new technology can quickly pay for itself and lead to wider profit margins overall, but the money for the upfront cost has to come from somewhere. 

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5 Things Tax Professionals Should be Doing this Summer

Roger Chinchilla on Jun 27, 2017

It's summer, and the busy tax season is finally over! But that doesn't mean it is time for tax professionals to check out.  Summer is an opportune time to prepare for the upcoming season, and we have 5 things tax professionals should be doing this summer that will help your personal professional development. So let's get to them.

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