Excitement Stirs Over Green Dot ? TPG Binding

Excitement Stirs Over Green Dot ? TPG Binding

Oct 24, 2014

Due to the Green Dot merger TPG will now be able to give it’s clients industry leading financial products. The feedback from both existing and new customers has been very positive as they are excited to take advantage of all of the new benefits that will be available...
ACA Give Your Clients A Heads Up

ACA Give Your Clients A Heads Up

Sep 30, 2014

It’s no secret that a many tax payers are confused about ACA (Affordable Care Act). Not only that, but it seems like everyone is. When tax season 2014 hits, there is a good chance that you will have to bare some bad news to your clients. As a professional tax service...
Tax Preparers Could Receive Restitution

Tax Preparers Could Receive Restitution

Sep 15, 2014

Two CPA’s have slapped the IRS with a class action lawsuit. The IRS has required anyone who prepares or assists in preparing tax returns for payment to have a PTIN, and to renew that PTIN each year. The fees that the IRS collects for PTIN registration and renewal are...
How the Big Box Preparers are Taking Your Business Right Now

How the Big Box Preparers are Taking Your Business Right Now

Sep 11, 2014

Here are some areas of focus to give you ammunition against the big box preparers. Availability – Big box companies have more preparers under one roof, so they have more availability for scheduling than smaller offices do. They are also able to stagger preparers to...
Top 10 Ways to Give Better Service than H&R Block

Top 10 Ways to Give Better Service than H&R Block

Sep 10, 2014

Create a comfortable environment for clients – Sure H&R Block has the green & white square branded look stamped everywhere, but is that really comfortable for clients? Give them a place that they feel welcome and at ease. Offering coffee or water can add to...