KEYS TO A SUCCESSFUL TAX SEASON??
In the past few years, we have have been studying the tax preparation industry/market. We have analyzed the tax partner successes and found many interesting facts due to which many tax partners are successful. These tax partners, had between 200 - 250 returns. Many tax partners contribute their success to knowledge, software etc. However, here are a few tips we have studied that contributed to their successful tax year
TIP #1) EARLY SIGN UP
In our study we found out that 70% of tax partners who signed up early were able to have a greater financial success than the late comers. Of the 70% tax partners who did sign up early, 60% of the tax partners were able to have a smoother onboarding process where they had the time to be trained in the software, understand the processes much better and also spend time d in marketing strategies to build customer awareness in their geography. . A tax preparer who signed on in September had a 15%-20% higher earning potential than the than the tax partner who signed up in October . So, sign up early and increase your paycheck by 20%
TIP #2) MARKETING STRATEGY
This strategy goes hand in hand with the earlier tip of Early Sign on. The tax partners who signed up early were able to invest more time and resources to creating customer awareness of their services. They had more time to talk to family, friends and spread the word about their services through various other avenues like church, local businesses and through various other networking groups. Also, these partners had already started advertisng that they were giving a refund estimate in Thanksgiving using the last paycheck. Using these tactics, they were able to build a bigger customer base early on thus have more customers come to them during tax season.
TIP #3) TRAINING
Most tax partners who had higher tax returns were able to do so because of great preparation which included training. The training was for the software, process, check printing, IRS guidelines etc. These tax partners signed on early so that they could have access to our Training portal which contains tutorials and learning guides for every process. These tax partners not only took advantage of the portal but also reached out to us personally for one on one sessions. With time in their favor due to the early sign on process they were able to use their valuable time to educate themselves and also were able to provide better customer service. These tax partners also find themselves with a better customer retention rates. Their customers come to them year over year due to their knowledge.
FOR A SUCCESSFUL TAX SEASON CALL MAXIM TAX SERVICES AT 954-362-9927!!
Maxim Tax Services
954-362-9927
www.maximtaxservices.com
In the past few years, we have have been studying the tax preparation industry/market. We have analyzed the tax partner successes and found many interesting facts due to which many tax partners are successful. These tax partners, had between 200 - 250 returns. Many tax partners contribute their success to knowledge, software etc. However, here are a few tips we have studied that contributed to their successful tax year
TIP #1) EARLY SIGN UP
In our study we found out that 70% of tax partners who signed up early were able to have a greater financial success than the late comers. Of the 70% tax partners who did sign up early, 60% of the tax partners were able to have a smoother onboarding process where they had the time to be trained in the software, understand the processes much better and also spend time d in marketing strategies to build customer awareness in their geography. . A tax preparer who signed on in September had a 15%-20% higher earning potential than the than the tax partner who signed up in October . So, sign up early and increase your paycheck by 20%
TIP #2) MARKETING STRATEGY
This strategy goes hand in hand with the earlier tip of Early Sign on. The tax partners who signed up early were able to invest more time and resources to creating customer awareness of their services. They had more time to talk to family, friends and spread the word about their services through various other avenues like church, local businesses and through various other networking groups. Also, these partners had already started advertisng that they were giving a refund estimate in Thanksgiving using the last paycheck. Using these tactics, they were able to build a bigger customer base early on thus have more customers come to them during tax season.
TIP #3) TRAINING
Most tax partners who had higher tax returns were able to do so because of great preparation which included training. The training was for the software, process, check printing, IRS guidelines etc. These tax partners signed on early so that they could have access to our Training portal which contains tutorials and learning guides for every process. These tax partners not only took advantage of the portal but also reached out to us personally for one on one sessions. With time in their favor due to the early sign on process they were able to use their valuable time to educate themselves and also were able to provide better customer service. These tax partners also find themselves with a better customer retention rates. Their customers come to them year over year due to their knowledge.
FOR A SUCCESSFUL TAX SEASON CALL MAXIM TAX SERVICES AT 954-362-9927!!
Maxim Tax Services
954-362-9927
www.maximtaxservices.com
Almost completed the sign up process with Maxim. The staff at Maxim had proven themselves to be knowledgeable and helpful at every turn. Can't wait for tax season. Thank you Maxim.
ReplyDeleteKindest regards,
John Paulsen
SmashTax.com
decent article which passed on a decent information.awaiting for more updates this way.
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