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The 10 Habits Of Highly Profitable Tax Preparers

The 10 Habits Of Highly Profitable Tax Preparers

The 10 Habits Of Highly Profitable Tax Preparers

Some tax preparers glean more profit per client than others.  It’s not just a matter of location or types of clients, though these may be important to the growth and future of the firm.  Often, it is a matter of doing the right things at the right time – working with your staff and making effective decisions to set up the tax season months before the first client arrives with a shoebox full of receipts and 1099s.

As a senior sales representative for Drake Software, Byron McClure has worked with thousands of tax preparers over a period of 10 years.  Here is his list of the 10 habits that can propel an ordinary tax preparation firm into a spectacular success.  The list includes:

  • Early purchase of tax software, and why it makes sense for your firm.
  • Making use of professional organizations and business networks.
  • Revisiting the firm’s marketing plans.
  • Moving critical operations to the cloud, and why it is in your future.

Download the Full Article Here:

10-Habits-of-Highly-Profitable-Tax-Preparers (1).pdf

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