kcjenkins Posted November 6, 2012 Report Share Posted November 6, 2012 http://www.accountingtoday.com/news/Ten-things-you-can-do-now-to-have-a-great-tax-season-64517-1.html#read 10 Things You Can Do Now to Have a Great Tax Season Lots of good ideas, and a couple of stinkers. Outsourcing? NO WAY. Audit guaranteeing the returns prepared by someone else, whom the client left to come to you? Not smart unless you have already reviewed those returns carefully, as the odds are most of the ones who take the offer are the ones who know that they have hidden landmines in their old returns. But most of the other ideas are good ones. A few, like pre-scheduling and using Qruntworxs, may only be good for larger practices. But that does not mean that the reader can not get some good ideas even from the ideas they are not ready for yet. Over all, it's a valuable article for all of us to think about. Quote Link to comment Share on other sites More sharing options...
TaxMan60601 Posted November 8, 2012 Report Share Posted November 8, 2012 Lol, ha ha ha, KC, what a fun! And in the same time, a lot of good ideas and things to think about indeed ... Quote Link to comment Share on other sites More sharing options...
Catherine Posted November 9, 2012 Report Share Posted November 9, 2012 I've used Gruntworx for several years now and LOVE it. It really makes prep go faster PLUS it's only one file to password-protect to put on the client's CD. Quote Link to comment Share on other sites More sharing options...
jainen Posted November 20, 2012 Report Share Posted November 20, 2012 >>Lots of good ideas<< Okay, I finally took a look. Not bad, mostly bold innovations like advertise, make appointments, process the returns, and thank the clients. He's enthusiastic about fancy tech, and that is something most of us should probably consider. But the guy sure ain't interested in long-term relationships with loyal clients. I don't even think he likes clients! "Clients bring in their stuff -- that’s the polite word for it." Almost contempt for "messing around with appointments." His big appeal is junk mail--"the best two weeks" starts April 1. Not a word about tax planning. No mention of improving your technical reference material, or even just taking an update class. Not much to say about quality control either, except make sure the scanner picks up every page. “What are my odds that they’re going to get audited?” The tone suggests a mall kiosk. Quote Link to comment Share on other sites More sharing options...
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