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The Briefs
A weekly column on marketing and business planning for tax professionals and financial advisors looking to better serve clients and grow their business.
Breaking Your Addiction
What bad habits are keeping you from growing your business?
Tax Tactics
A bi-monthly column devoted to technical tax topics and strategies. Written by a recognized expert, this is a must-read for tax planners.
S Corporation Speed Bump
S corporations are a core tax planning strategy for most businesses — but real estate and securities sales pros may face a special challenge depending on state licensing laws.
Tax Beat
A weekly column with a unique angle: making taxes entertaining. Every week Ed explores the humorous aspects of taxes and current events.
Oh, the Taxes You’ll Save!
March 2nd marks the birthday of Dr. Suess. We’re happy to share the previously unpublished, The Lor-Tax. Enjoy!
Mission: To give tax professionals a turnkey suite of tools, training, and community to dominate their market becoming true advisors, planners, and partners in their clients’ success.
Vision: To dominate the transformation of the tax industry into financial services by being the BEST at education, technology, and high-touch service.
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The Tax Industry Is Changing
FACT 1:
The Old Way of Doing Business Just Doesn't Work Anymore.
Tax preparation and accounting have always been competitive businesses. There’s no shortage of CPAs, EAs, storefront preparers, and bookkeepers looking to steal your clients. These days, do-it-yourself software is taking even more of them out of the market entirely. Let’s face it . . . recording history has become a commodity. How can you grow a business if you’re selling a “me-too” service that forces you to compete on price, shrink your profits, and leave picky clients with too many other places to turn if they
become dissatisfied?
But now that trend is accelerating even faster. It used to be that advancing technology helped you do your business more efficiently. Now, machine learning and artificial intelligence are threatening to do your business for you. If you’re in the business of putting numbers in boxes, bailing faster won’t save your sinking boat. You need to find a new boat entirely.
If you want to succeed in building a business, you have two choices. You can sell your clients something they need. Or you can sell them something they want. Accounting and tax prep will always be services they need. But why compete with everyone else in the industry to give clients something they need, when you can set yourself apart by giving them something they really want?
Tax professionals who add planning and advisory services quickly elevate their status and take themselves out of the “commodity” realm entirely. Telling clients how to pay less gives prospects an immediate reason to do business and an extra benefit that most tax professionals simply don’t offer. Clients still need to eat their vegetables. But offering them a tasty dessert gives them a reason to sit down at YOUR table, not anyone else’s!
FACT 2:
Clients Need to Know How Much They Owe. They Want to Know How to Pay Less.
FACT 3:
Today's Business Success Is Built On Trust and Relationships.
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