Tag Archives: management

IRS Stopped in Effort to Regulate Tax Preparers

Posted on January 19, 2013 by Larry

Reprinted from Accounting Today Website… In a stunning blow to the Internal Revenue Service’s efforts to regulate the tax preparation profession, a federal judge struck down the IRS’s licensing requirements for tax preparers on Friday, including testing and continuing education. … Continue reading →

Posted in Management, Tax Problems, Tax Return | Tagged , , , | Leave a comment

Hot-Air Balloon Economy

Posted on November 16, 2012 by Larry

Many Americans feel like they are living in a hot-air balloon. Everything is going up: taxes, unemployment, cost of living, cost of health care, and IRS spending on enforced collection. This might be a sign that tax problem resolution practitioners … Continue reading →

Posted in Management, Marketing, Miscellaneous, sale, Sales | Tagged , , , | Leave a comment

Doin’ the Tax Problem Resolution “Two-Step”

Posted on August 31, 2012 by Larry

No, it’s not some new dance step. It’s the recommended way to engage a prospective client in need of representation before the IRS. This Two-Step involves two separate engagement letters: the first being prepared at the outset of an engagement, … Continue reading →

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Get Ready, Get Set… Seminar!

Posted on May 7, 2012 by Larry

May through November is high season for seminar attendance. Like other learning experiences, it pays to prepare. To get the maximum return on your invested time and money take these simple steps to prepare for any seminar you will be … Continue reading →

Posted in Management, Miscellaneous | Tagged , | 21 Comments

Think You’re Too Old to Jump Into Tax Problem Resolution? Think again.

Posted on May 4, 2012 by Larry

In the last few days I have spoken to two practitioners who were considering adding tax problem resolution services to their practices. They both expressed concern that they may be too old to start something new. After explaining to them … Continue reading →

Posted in Management, Tax Problems | Tagged , | 6 Comments

Can’t Please Everyone

Posted on April 28, 2012 by Larry

Over the last couple of months, ASTPS offered members several webinars. One series, not yet finished, provided attendees with a good look at several software products that are useful to tax problem resolution practitioners. This series had record attendance. Instead … Continue reading →

Posted in Management, Miscellaneous, Webinar | Tagged , , , | 14 Comments

Returning Combat Veterans Program

Posted on April 12, 2012 by Larry

Recently I asked our members if they would be willing to support a program to provide pro bono taxpayer representation services to returning combat veterans (RCV). In less than three hours – in the middle of tax season – 69 … Continue reading →

Posted in Management, Miscellaneous, Tax Problems | Tagged , , , , , | 1 Comment

Referral Marketing 501: Grad School

Posted on April 7, 2012 by Larry

Once you have set up your referral generating and tracking system, do not expect immediate response. Those who will refer to you do not have tax problem clients just sitting around in their offices. You must be patient and persistent. … Continue reading →

Posted in Management, Marketing, Sales, Uncategorized | Tagged , , | 101 Comments

Referral Marketing 401, part 1

Posted on April 1, 2012 by Larry

In the last posting on referral marketing, I ended with the question of what actions you should take when you receive a referral. Following up on that, the first thing to do is start a log to track referral sources. … Continue reading →

Posted in Management, Marketing, Sales | Tagged , , , | 18 Comments

Referral Marketing 301

Posted on March 25, 2012 by Larry

If you want to create a productive referral system, you must determine how you will handle referrals received. That is the focus of this posting. Whatever system you devise, you must assign responsibility and grant the authority to a specific … Continue reading →

Posted in Management, Marketing, Sales | Tagged , , | 59 Comments