Facing Challenges - Creating SolutionsThe Challenge: Melding two management styles and different levels of experience into a single, client-focused tax practice.The Solution: Recognizing that clients…
[caption id="attachment_5231" align="alignleft" width="136"] Tax Practice Success[/caption]The Challenge: Sustaining growth and profitability in the mature markets for tax preparation services.The…
It’s What You Keep Larry Kessler Financial Services is an example of how to create an accounting firm built on friendships, trust, and fair dealings. “I don’t advertise,” he says. “I focus on giving…
A tax professional recently elected mayor of his town shares the story of his journey to success.Pat DeBlasio, a tax professional and political leader, was recently elected mayor of Bridgeville,…
Loyalty Matters: Edward GonzalezEdward Gonzalez is a successful business owner, a dedicated professional, and a devoted husband and father. He is honest, outgoing, friendly, and has strong moral…
Walter’s daughter, Mitzi, always dreamed of becoming a teacher. But, when she was a senior in high school, she decided to take an accounting class as an elective. It came very easy for her to understand the different aspects of accounting, and she really enjoyed the class. So much in fact that she decided she wanted to be an accountant, too. She graduated with a Bachelor of Science in accounting from the University of North Carolina Charlotte, and soon thereafter, became a CPA...…
How does Fulcher define good service? “Being proactive with advice, sticking to deadlines, being accessible with tax expertise, exceeding expectations, and remaining fully committed to helping my customers succeed.”…
Read more about Lee Fulcher, CPA…Lessons from Athletics to Accounting
“We took our first income tax information to a local practitioner in the spring of 1974,” Warner recalled. “However, the main client base of this tax preparer consisted of farmers. After I looked over the completed 1065 partnership return, I felt a desire for a better understanding of the tax laws.” That is when Warner made a decision based on good old common sense. . .…
One morning over breakfast, a young Raymond Berardinelli’s mother asked him what his plan was after high school. He would be graduating soon and needed a little direction. His mother had always encouraged him to go to college, but Raymond was thinking more along the lines of going to trade school. His plan was to become a ...…
McIntire Tax Center is a one-woman show, with the exception of a temporary receptionist Trish hires for a few weeks in the height of tax season. Trish’s goal is to run a tax practice where clients know they can come to her for anything and trust their taxes will be prepared correctly at a fair price. She prepares mostly ...…
